Three returns, three fixed prices
If your return turns out to need more than the plan you paid for, we tell you before any work starts and quote the difference, or you can cancel for a full refund.
Simple Return
$350 / return
W-2 plus light side income.
- Federal return, one state
- Deduction review
- Reviewed and signed off by a person
Self-Employed Return
$600 / return
Schedule C freelancers and sole proprietors, including single-member LLCs taxed as sole proprietors.
- Business income and expenses
- Quarterly estimate check
- Reviewed and signed off by a person
Owner-Operator Return
$900 / return
LLC or S-corp owners.
- Business and personal returns coordinated
- Owner pay and tax planning check
- Reviewed and signed off by a person
Which return do I need?
| Your situation | Return |
|---|---|
| A W-2 job, maybe a little side income, one state | Simple Return, $350 |
| You freelance or run a business in your own name and get 1099s or invoice clients | Self-Employed Return, $600 |
| You own an LLC or corporation taxed as an S-corp and pay yourself a salary from it | Owner-Operator Return, $900, quoted on a call |
What to have ready
- Last year’s tax return
- W-2s, 1099s (1099-NEC, 1099-K, 1099-INT and others) and any other tax forms you received
- Business income and expenses for the year: a profit and loss report, or your bank and card statements
- Estimated tax payments you made, with dates and amounts
- Records for deductions you plan to claim, such as mileage, a home office, health insurance or retirement contributions
Don’t worry if something is missing. We send a checklist after you sign up and tell you exactly what’s still needed.
How it works
- Choose your return and pay the fixed price, or book a call if you’re not sure.
- Send your documents through a secure upload.
- AI drafts, a person reviews. We check every figure and ask you about anything unclear.
- You review and approve. You get a plain-English summary of your return before anything is filed.
Questions
- Do you work with clients outside California?
- Yes. We prepare returns for self-employed owners across the United States. Each price includes your federal return and one state return; if you need more than one state, we quote it before work starts.
- Do you keep my books too?
- If you’d like your books handled all year, add Monthly Books. Clean books make your return faster and help you plan your estimated payments.
- My books are a mess. Can you still do my return?
- Yes, but a business return is only as good as the books behind it. If your records need work first, we’ll recommend a books cleanup and quote it before starting.
- Is a real person involved?
- Yes. AI does the sorting and drafting. A person reviews and signs off on every return, and you approve it before filing.
Not sure which one you need?
Book a free 20-minute call. We’ll look at your situation, tell you which option fits and what it costs, and you decide.
Book a free callCompare all prices