Services & Pricing

(W-2, 1099-INT, Standard Deduction)

(W-2, 1099, Itemized Deductions, Self-Employment, Active Investments)

C-Corp, Non-profit, Information Returns

• Automated Bank Feeds, Bank Reconciliation, Financial Statements, 1099 Tracking, Tax Preparation Head-start

• Everything in Simple Plan
• 5 ACH Transfers per Month
• Auto-generated Invoices, Reminders, Estimates, Payments
• Connect 1 Sales Channel (Amazon, shopify, etc)
• Tax Deduction Tracking
• 1 User Access
• Cash Flow Planning

• Everything in Essentials Plan
• Connect 3 Sales Channels (Amazon, shopify, etc)
• 3 User Access
• Cash Flow Planning
• Additional Add-ons Available Per Request

*Additional fee may be assessed per employee