IMPORTANT NOTICE
Our plans are subject to specific limitations:
- State fees and other obligations, if applicable, are the sole responsibility of the company or individual and may be collected separately.
- Each service package includes a monthly limit of transactions as described, with an additional $0.75 fee for any extra entries.
- The Growth and Rocket packages include individual tax preparation for single-member LLCs (Schedule C) only. For partnerships and corporations, additional fees apply to other partners or members.
We recommend carefully reviewing the terms and conditions of these plans to fully understand these restrictions. Please contact your account manager directly if you have any questions or need further information.
Annual package totals are prorated across the remaining months of the fiscal year. Monthly pricing displayed reflects January enrollment and may be adjusted proportionally for clients joining later in the year. All pricing examples are for illustration only and may include service limitations. Each business is assessed individually considering size, revenue, operational structure, and complexity to determine the appropriate service tier and final pricing.