01.
MOST POPULAR
TAX VAULT COMPLETE
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Starting at $59/month
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Our most popular year-round option
Combine Tax Vault, annual tax preparation and year-round support into one predictable monthly payment.
Includes:
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Everything in Tax Vault
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Annual federal tax return
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One state return
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Schedule C or Schedule F based on service level and complexity
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Secure year-round messaging
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Electronic signatures
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Secure return delivery
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Basic estimated-tax guidance
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Year-round tax document collection
Annual service agreement • Conveniently billed monthly
02.
TAX STRATEGY
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Starting at $269/month
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Plan before the year is over.
For clients who want more than tax preparation and want us involved in major tax decisions throughout the year.
Includes everything in Tax Vault Complete, plus:
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Midyear tax-planning review
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Year-end tax-planning review
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Estimated-tax strategy
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Equipment and vehicle purchase planning
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Depreciation strategy
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Income and expense timing
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Entity and compensation discussions when applicable
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Priority year-round access
03.
TAX VAULT
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Starting at $25/month
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Stay organized all year.
A secure place to upload and keep tax documents and receipts throughout the year.
Includes:
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Secure document and receipt uploads
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Mobile-friendly access
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Year-round document storage
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Organized tax records
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Easier tax-season preparation
Tax preparation not included.
Find the Right Level for Your Operation
Final pricing is based on return complexity, number of entities, states, bookkeeping condition and level of year-round support needed.
MONTHLY BOOKKEEPING
Starting at $299/month
Year-round bookkeeping for farms, ranches, equine and rodeo businesses, agribusinesses, and other small businesses.
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Included based on your service scope:
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Transaction categorization
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Bank & credit card reconciliations
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QuickBooks Online maintenance
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Monthly financial reports
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Loan & liability tracking
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Contractor & 1099 tracking
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Equipment & asset tracking
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Final monthly pricing is based on transaction volume, number of accounts, complexity, and services needed.
Prefer Traditional Tax Preparation?
One-time tax preparation is still available
Traditional preparation is priced based on the complexity of the return, forms required, states involved and overall condition of the records.
Individual tax preparation starting at $325.
Rodeo and self-employed returns starting at $495.
Farm, ranch, entity and multi-state returns are quoted individually.
Why Monthly?
Tax shouldn't be a once-a-year relationship.
Instead of receiving a large preparation bill during tax season, our year-round options combine organization, preparation and support into a predictable monthly cost.
