Every service, and exactly what it includes

Included

• Federal Form 1040 plus one state
• Wages, interest and dividends, and standard or itemized deduction
• Electronic filing
• One review round

Not included

• Each additional state (billed separately)
• Self-employment or Schedule C (use the LLC/Schedule C return)
• Rental, crypto, or stock-option reporting (billed separately)
• FBAR and foreign forms (separate)

Included

• Federal business return (1120-S, 1065, or 1120) plus the matching state return
• K-1s issued to owners where applicable
• Book-to-tax reconciliation

Not included

• Owner personal returns (separate)
• Bookkeeping cleanup (separate)
• Payroll
• Additional states
• A foreign-owned entity Form 5472 (separate)

Included

• Preparation and e-file of the federal and state returns your situation requires
• A two-pass review before filing
• A single point of contact who is an Enrolled Agent

Not included

• Bookkeeping or records cleanup (separate)
• Prior-year or amended returns (separate)
• Representation for a return prepared by another firm

Included

• Preparation of your LLC return based on how the LLC is taxed (Schedule C, 1065, or 1120-S)
• One state return
• Federal e-file

Not included

• Bookkeeping cleanup (separate)
• Payroll
• Additional states or entities
• Owner personal returns for a partnership or S-corp (separate)

Included

• Form 5472 with a pro-forma Form 1120 for your foreign-owned US entity
• Reportable-transaction review
• EIN guidance for owners without an SSN

Not included

• Bookkeeping
• The operating income tax return for an active corporation (separate)
• Prior delinquent years unless scoped

Included

• An Enrolled Agent reads your specific IRS notice
• A plain explanation of what it means and what to do this week
• The fee is credited toward representation if you engage us

Not included

• Multi-year resolution work (quoted after the review)
• Filing missing returns

Included

• Secure upload of your IRS notice
• An Enrolled Agent triages it and tells you what it means and the response path
• Credited toward the resolution engagement

Not included

• The multi-step resolution work itself (quoted after triage)

Included

• A full IRS account and wage-and-income transcript pull and review
• Your compliance status: balances, unfiled years, and risks
• A written summary of what you owe and what is missing

Not included

• Fixing the issues found (resolution work quoted separately)

Included

• Power of attorney, transcript pull, and a review of your situation
• A recommended resolution path (installment agreement, penalty abatement, or offer, as the facts support)
• Representation before the IRS

Not included

• Any tax, penalty, or offer amount paid to the IRS
• Return preparation for unfiled years (separate)

Included

• Ongoing monitoring of your IRS account with alerts
• Pro tier adds a quarterly transcript pull, a written summary, and a call with the Enrolled Agent

Not included

• Resolving any issues found (quoted separately)

Included

• Premium IRS-account monitoring
• A quarterly transcript pull and written summary
• A quarterly call with the Enrolled Agent

Not included

• Resolving any issues found (quoted separately)

Included

• Monthly categorization and reconciliation
• Financial statements
• Annual clients: the first Form 1099 filed free

Not included

• Tax return preparation (separate)
• Payroll
• Sales-tax filing
• Prior-period cleanup (billed separately)
• For the Essentials tier, a cloud-accounting subscription (you bring your own)

Included

• Marketplace and multi-channel bookkeeping
• Sales-tax nexus review and filings where you have obligations
• The business income tax return

Not included

• Sales-tax registration in each new state (billed separately)
• A standalone nexus study (separate)
• Foreign-owned entity Form 5472 unless added

Included

• Bookkeeping and the return that fits your creator stage (Schedule C, single-member LLC, or S-corp)
• Self-employment tax handled
• Deduction guidance for creator income

Not included

• Payroll processing and the payroll software subscription (separate)
• Heavy multi-entity advisory (separate)
• One-off resolution work outside the plan

Included

• Monthly multi-currency books
• Reconciliation of your foreign accounts
• Financial statements

Not included

• Tax return preparation
• FBAR
• Entity information returns

Included

• Monthly bookkeeping
• Your business tax return
• Ongoing advisory

Not included

• Complex owner personal returns
• Resolution work
• Payroll beyond what is included

Included

• Monthly bookkeeping at a higher transaction volume
• Your business tax return
• Ongoing advisory

Not included

• Complex owner personal returns
• Resolution work

Included

• Monthly bookkeeping with marketplace integration
• Sales-tax filing for the states in scope
• Your business tax return and advisory

Not included

• Sales-tax registration in new states (separate)
• A standalone nexus study (separate)

Included

• Monthly bookkeeping
• Your business tax return and advisory, with an E-2 investor focus

Not included

• E-2 business-plan financials for the petition (separate)
• Immigration or legal work

Included

• Form SS-4 preparation and review
• IRS submission and follow-up, including the foreign-owner SS-4 by fax when there is no SSN
• Your EIN confirmation letter (IRS CP 575)
• Entity verification before we file

Not included

• Business formation or the LLC/corporation filing itself
• ITIN application (available separately)
• State tax-account registration

Included

• Form 2553 S-corporation election prepared and filed
• Eligibility and timing check before filing

Not included

• The 1120-S return (separate)
• Late-election relief beyond the standard procedure
• Payroll setup

Included

• Registered agent of record for your entity for one year
• Receipt and forwarding of statutory notices
• Renewed annually

Not included

• State fees
• General mail forwarding beyond statutory notices

Included

• State annual report or franchise filing prepared and filed
• Registered agent and BOI available as add-ons
• Deadline tracking

Not included

• The state government filing fee (passed through)
• Federal or state income tax returns

Included

• FinCEN Beneficial Ownership Information report prepared and filed
• Confirmation of the filing

Not included

• This applies to foreign-formed entities; US-formed companies are exempt under the March 2025 FinCEN interim final rule
• Any Form 5472 or tax filing (separate obligations)

Included

• Registration for one state tax account
• Your account number and filing schedule set up

Not included

• Sales-tax return filing (separate)
• A multi-state nexus study (separate)

Included

• Federal extension to file
• State extension to file where required
• Confirmation the extension was accepted

Not included

• Payment of any tax owed (an extension to file is not an extension to pay)
• The return itself

Included

• EIN application
• S-corp election (Form 2553)
• Registered agent coverage
• Bundled in one checkout at a saving versus buying separately

Not included

• The state annual report
• The tax return
• Registered agent renewal after the first year

Included

• A bundled annual compliance package for one flat price
• Registered agent, IRS monitoring, and the state annual report

Not included

• Tax return preparation
• Resolution work

Included

• Preparation of the international forms your situation requires (for example FBAR, 8938, 8833, 5471, 5472)
• Treaty positions applied where they help
• Coordination with your income tax return

Not included

• Any tax owed to the IRS
• Immigration or legal filings
• Bookkeeping

Included

• Form 5472 with a pro-forma Form 1120
• Registered agent service
• The state annual report
• The beneficial ownership report where it applies
• IRS account monitoring, renewed annually

Not included

• Bookkeeping and sales tax (added on your quote if you sell online)
• Any tax owed to the IRS
• Prior delinquent years unless scoped

Included

• Form W-7 prepared and reviewed by an Enrolled Agent
• Your reason-for-applying category determined and documented
• Representation before the IRS on the application

Not included

• The tax return the W-7 attaches to (prepared separately)
• Certifying or authenticating your passport in-house

Included

• The financial documents an E-2 petition needs, such as a multi-year pro-forma
• Source-of-funds support
• Coordination with your immigration counsel

Not included

• The immigration or legal filing itself
• The business-plan narrative
• The visa outcome, which the government decides

Included

• A cost-segregation feasibility scan for one property
• A written memo with findings and recommended elections (as scoped)

Not included

• A full engineering study
• Amended returns (quoted separately)

Included

• R&D credit feasibility screening and, as scoped, a quantified estimate with a documentation gap list

Not included

• The full study (quoted per case)
• Audit defense beyond scope

Included

• A planning engagement scoped to your situation
• Written recommendations you can act on
• A snapshot option is available as an entry point

Not included

• Executing restructuring
• Entity formation or dissolution filings (separate)

Included

• A second-opinion review of an already-prepared return
• A written summary of findings

Not included

• Preparing or filing the return
• The amendment if one is needed (billed separately)

Included

• A TY2025 source and data-health screen for up to three exchange or wallet sources and 5,000 transaction rows
• An inventory of the Form 1099-DA, exchange, wallet, and supporting records supplied
• Import acceptance or rejection results, with row counts where available
• A blocking-issue and missing-evidence list
• A written fit decision, records request, and scope and fee for any accepted next step
• The assessment fee credited toward an accepted full-reconciliation engagement

Not included

• A corrected taxable gain, Form 8949, Defense Package, tax-return preparation, filing, or IRS representation
• Tax years other than 2025 or records above the pilot caps
• DeFi, NFTs, mining, staking, derivatives, margin activity, liquidations, unsupported lot methods, or materially incomplete histories

Included

• A diagnostic of payroll and reasonable compensation, QBI, basis, and state filings
• A written findings summary
• The fee is credited toward the full report

Not included

• The full written report (separate)
• Implementing the fixes (payroll setup, amended returns) - quoted separately

Included

• A written accountable-plan policy
• A model adoption action
• An expense-report system, all Enrolled-Agent reviewed

Not included

• Payroll-system changes
• Historical cleanup
• Quarterly substantiation reviews (separate)

Included

• A feasibility scan of one property covering depreciation, passive losses, and cost-segregation potential
• Credited toward the full memo

Not included

• The written memo (separate)
• A full engineering cost-segregation study
• Amended returns

Included

• A screening of your development activities and expenses against the federal research-credit tests
• A written suitability summary
• Credited toward the deep feasibility

Not included

• The deep feasibility or the full study (separate)

Included

• A pre-filing readiness check of your books, schedules, elections, and documents
• A written gap list
• Credited toward return preparation

Not included

• The return preparation itself (separate)

Included

• A review of your entity choice and S-election suitability before you file
• A written recommendation

Not included

• The election filing itself (separate)
• State registrations

Included

• A 45-minute planning session
• A written summary of your top tax moves
• Credited toward a larger planning engagement

Not included

• Implementation
• Full multi-scenario modeling (separate)

Included

• A second-opinion quick check of one prior-year return
• A written summary of anything worth a closer look
• Credited toward a comprehensive review

Not included

• Preparing or filing the return
• The amendment if one is needed (separate)