Transparent pricing for tax, sales tax, receptionist, and automation
Choose the plan that fits your filings, call volume, and automation needs. No hidden fees.
Pricing for individuals & businesses
Income tax, sales tax, bookkeeping, and payroll — priced to match your complexity.
Individual
For personal tax returns
- Federal + 1 state return
- W-2 & 1099 income
- Standard or itemized deductions
- E-filing included
- Email support
Small Business
For LLCs, S-corps & freelancers
- Monthly bookkeeping
- Sales tax filings & nexus review
- Quarterly tax estimates
- Annual business return
- Payroll for up to 5 employees
Growth & Assurance
For scaling companies
- Full-service accounting
- Multi-state sales tax compliance
- Audit & assurance support
- CFO-level advisory
- Dedicated account manager
Pricing for answering and automation
Pay for call volume plus the automation that runs after each conversation. Scale up or down anytime.
Starter
Single location, low call volume
- Up to 200 calls / month
- AI receptionist answering 24/7
- Appointment booking automation
- Call transcripts & summaries
- Email support
Business
Most common for clinics, firms & restaurants
- Up to 800 calls / month
- AI receptionist + custom scripts
- Lead capture & follow-up automation
- Calendar & CRM workflow automation
- Urgent-call routing
Multi-Location
For chains & franchises
- Unlimited call volume
- Per-location scripts, routing & automation
- Dedicated success manager
- Custom reporting & workflow builds
- SLA-backed uptime
Standard service inclusions
All plans include these core services.
Tax Services Include:
- Professional tax return preparation
- Sales tax registration, nexus review, and filings
- Electronic filing (e-filing)
- Deduction analysis and planning
- IRS correspondence support
- Quarterly tax estimates (business plans)
AI Receptionist & Automation Include:
- 24/7 intelligent call answering
- Appointment booking automation
- Lead capture and follow-up automation
- Call transcripts, CRM updates & analytics
- Call transfer to your team
- Workflow and reminder automation
Pricing questions answered
Can I switch plans later?
Absolutely. You can upgrade or downgrade your plan anytime, and billing will be adjusted proportionally.
Do you offer discounts for annual billing?
Yes! Pay annually and save 10-15% depending on your plan. Contact our team for details.
What if I exceed my plan limits?
We'll notify you before any overage charges apply. You can upgrade immediately or we'll help you optimize your usage.
Is there a refund policy?
30-day money-back guarantee on your first month. If you're not satisfied, we'll refund you in full.
Ready to get started?
Choose your plan and book your consultation today.