Ruby Plan

  • Preparation of your personal tax return

  • Secure communications and document storage on our encrypted client portal

  • Electronic signatures and filing (where available)

  • $1 Million Tax Audit Defense™

    Starting at $399 (federal + state)
    or $275 (federal only)

Sapphire Plan

Our most popular plan – everything in Ruby, plus:

  • Recorded video walkthrough of your tax return

  • Reviewing and drafting a response to one letter from the IRS or a state tax agency per year

  • Two tax planning questions per year

  • End-of-year tax planning checkin

    Starting at $599 (federal + state)
    or $475 (federal only)

Emerald Plan

Our VIP experience – everything in Ruby, plus:

  • Live video call to walk through your tax return and answer questions

  • Reviewing and drafting a response to 2 letters from the IRS or a state tax agency per year

  • Quarterly checkins to answer tax questions and engage in tax planning

    Starting at $899 (federal + state)
    or $775 (federal only)

Included Services and Additional Fees

All pricing packages include the following:

  • US and Foreign Wages

  • US Social security and retirement income

  • Interest and dividends (up to 10 transactions)

  • IRA and HSA contributions

  • Foreign Earned Income Exclusion (Form 2555) or Foreign Tax Credit (Form 1116)

  • Child and Dependent Credits and Deductions

Additional fees may apply for the following scenarios:

  • ITIN Application and document certification: $200

  • Small business (Schedule C) or rental property (Schedule E): $150 per property or business

  • Use of both the FEIE and FTC: $100

  • Additional state tax returns: $125 per state

  • Report of Foreign Financial Accounts (FBAR): $50 (up to 5 accounts, $10 per account thereafter)

  • Statement of Specified Foreign Financial Assets (Form 8938): $75

  • Ownership of a foreign company (Form 5471): $200 per company

  • Cryptocurrency or other capital gains not reported on a form 1099-B: $100-$500 depending on volume

  • Issuing form 1099s to contractors: $15 per form

  • Printing and mailing: $10 handling charge plus actual postage costs

  • Streamlined Filing Procedures: click here for more information