Premium Tax Filing at Better Value
AI-powered automation. Professional accuracy. Transparent pricing.
Individual Tax Filers
From simple W-2s to complex self-employed returns
Basic / Simple (W-2 Only)
W-2 filing with AI error checking
Save $40 vs TurboTax Deluxe
- W-2 filing and import
- AI-powered error checking
- Federal e-file included
- Standard deduction
- Refund tracking
- Email support
- IRS accuracy guarantee
Plus (Families, Homeowners, Investors)
For complex returns with deductions and investments
Save $50 vs TurboTax Premier
- Everything in Basic
- Itemized deductions
- Mortgage interest deduction
- Multiple W-2s and 1099s
- Investment income (stocks, crypto)
- Dependent management
- Child tax credits
- State filing included
- Priority email support
- Audit risk assessment
Self-Employed / Gig Worker
1099 filing with AI bookkeeping and write-offs
Save $70 vs TurboTax Self-Employed
- Everything in Plus
- Schedule C filing
- 1099-NEC and 1099-K filing
- AI-powered expense tracking
- Business write-offs maximizer
- Mileage tracking and logging
- Home office deduction
- Quarterly tax estimates
- Self-employment tax optimization
- AI bookkeeping assistant
- Unlimited tax questions
Full CPA Assisted (Live Help)
CPA review with audit protection and unlimited support
Save $200 vs TurboTax Live Full Service
- Everything in Self-Employed
- Dedicated CPA review
- Unlimited tax expert consultations
- Phone and video support
- Audit defense and representation
- IRS correspondence handling
- Year-round tax planning
- Priority filing (24-hour turnaround)
- Tax strategy consultation
- Peace of mind guarantee
Business Filers
From solo LLCs to multi-state corporations
Business Basic (Single-Member LLC)
Schedule C and LLC filing with AI bookkeeping
Save $251 vs traditional CPA
- Schedule C filing
- Single-member LLC support
- 1099 contractor management
- AI bookkeeping guidance
- Quarterly estimated taxes
- Expense categorization
- Profit & loss statements
- State business filing
- Business deduction maximizer
Business Pro (S-Corp, Partnership)
S-Corp, Partnership with payroll and AI cleanup
Save $701 vs traditional CPA
- Everything in Business Basic
- Form 1120S (S-Corp filing)
- Form 1065 (Partnership filing)
- K-1 generation for partners
- Payroll tax filing (Form 941)
- W-2 and 1099 bulk filing
- AI bookkeeping cleanup
- QuickBooks integration
- Monthly financial close assistance
- Multi-state nexus analysis
- Dedicated business advisor
Enterprise (Multi-State, Complex)
Corporate filings with dedicated support
Save $3,501 vs traditional CPA firm
- Everything in Business Pro
- Form 1120 (C-Corp filing)
- Multi-state tax compliance
- Sales tax nexus analysis
- International tax considerations
- R&D tax credit analysis
- Corporate structure optimization
- Monthly bookkeeping service
- Dedicated CFO-level advisor
- 24/7 priority support
- Custom integrations
- White-glove onboarding
Add-Ons
Optional extras at better prices than TurboTax
State Return
Additional state tax return filing
Save $25
Audit Defense
Full IRS audit representation and support
Save $61
Crypto Tax Import
Import and calculate crypto gains/losses
Save $50
Prior Year Return
File an amended or prior year tax return
Save $50
Estimated Tax Setup
Quarterly estimated tax calculation and reminders
Bookkeeping Cleanup
Monthly AI-powered bookkeeping cleanup service
Compare Plans
See what's included in each plan
| Feature | Free | Premium | AI Co-Pilot | Enterprise |
|---|---|---|---|---|
| Federal e-file | ||||
| State filing | — | |||
| AI chat support | ||||
| Itemized deductions | — | |||
| Investment income | — | |||
| Year-round assistant | — | — | ||
| Receipt scanning | — | — | ||
| Quarterly estimates | — | — | ||
| Unlimited bulk uploads | — | — | — | |
| API access | — | — | — | |
| White-label options | — | — | — | |
| Dedicated account manager | — | — | — | |
| Custom integrations | — | — | — | |
| SLA guarantees | — | — | — | |
| Priority phone support | — | — | — |
Pricing FAQ
When do I pay?
You only pay when you're ready to file. Review your entire return for free, then pay to submit.
Can I upgrade later?
Yes! Upgrade anytime during filing. You'll only pay the difference.
What if I need to amend?
Amendments are free and unlimited for all plans.
Do you offer refunds?
Yes. 100% money-back guarantee if you're not satisfied before filing.