Pricing | InvestorWise Tax

Pricing that fits

Clear, upfront packages. Upgrade or customize anytime.

Individual Business Bookkeeping

COMPLIANCE

When you just need a tax return prepared

Starting at

$1000

Included

Individual tax return preparation
Tax return review
Digital document storage

Additional (if applicable)

Business/Rental tax return prep
Business accounting clean-up

Final fees depend on complexity. We'll confirm after a quick review.

Most Popular

COLLABORATION

Subscribe to your CPA and gain year-round access

Starting at

$1,500

Included

Individual tax return preparation
Tax return review
Digital document storage
Business/Rental tax return prep
IRS notice assistance
Year-Round Access for "Quick Questions"

Additional (if applicable)

Business accounting clean-up
Additional businesses/rentals

Final fees depend on complexity. We'll confirm after a quick review.

CONCIERGE

The ultimate hands-on package designed to give you peace of mind

Starting at

$2,500

Included

Individual tax return preparation
Tax return review
Digital document storage
Business/Rental tax return prep
IRS notice assistance
Year-Round Access for "Quick Questions"
Summer and Fall tax projection
Annual Tax Planning Meeting in the Fall
Payroll Assistance

Additional (if applicable)

Business accounting clean-up
Additional businesses/rentals

Final fees depend on complexity. We'll confirm after a quick review.

Multiple entities or special requirements?

Get a custom quote