Thank you for making the decision to become our Tax Client. This is to file your 2025 Tax Return in 2026. This current offer is not for an S-Corp or Partnership Tax Return.
This is for independent contractors, sole proprietors, LLCs, and PLLCs with just one type of business only. If you have more than one type of business such as being a Therapist and doing Uber(this is considered a business). Those are two different business types and this Tax Package is not for you as this package only includes one type of business. You will choose the Platinum Package instead.
If you have a K-1 from a Partnership or an S-Corp, this package is not for you. You will choose the Platinum Package.
Once you sign up to become our Tax Client, we will add you to the client portal with the email address you signed up with. We will also send you a form to fill out in case you have a spouse you need to tell us about.
You will be added to the client portal starting January 28, 2026.
Once you are in your client portal, you will be able to upload your tax documents and communicate with us about your tax return.
As a bonus to being our tax client, you will have access to two FREE group Q&A sessions in order to get your business, tax, and finance questions answered. These sessions will be on June 10, 2026 and December 9th 2026 in the evening time at 7pm CST. There is a separate fee if you want a 1:1 session.
This is just a deposit of $200 today. The remaining $500 will be due upon filing your Tax Return in 2026.