Free where it should be. Priced where it matters.
Every tier verified by a licensed professional. Audit protection at every level. Every plan is an annual commitment, billed annually — the per-month figure shown is your effective monthly rate. No self-file option — every return is prepared and signed by a licensed pro.
What's your situation?
For individuals filing personal returns
- Unlimited Genie — 400+ tax strategies
- 1 pro strategy call/year included
- Licensed pro signoff on every return
- We only take clients we're confident we can save — guaranteed, or your money back.
- Everything in Genie Strategy
- Free W-2 filing — federal + state, forever
- Personal return (1040) + all schedules
- Multiple Schedule Cs + K-1s
- Real estate (Schedule E) + equity comp
- Strategy advisor · 50 results
- Professional review + strategy call
- Audit protection
- Everything in Personal+
- Trust returns + high-earner strategy
- International income
- Advanced strategies · 120 results
- Full team QC
- Senior licensed pro review
For business owners. Tax-purpose bookkeeping included free. Personal return on Empire and White Glove.
- Up to 100 transactions/mo
- Tax-mode bookkeeping (free)
- Unlimited 1099 filings
- Business return (1120-S, 1065, Sch C)
- Strategy advisor · 20 results
- Licensed pro review
- P&L review add-on: $99/review
- Up to 500 transactions/mo
- Tax-mode bookkeeping (free)
- Unlimited 1099 filings
- GAAP-export ready statements
- Business return (all entity types)
- Strategy advisor · 50 results
- Professional review
- P&L review add-on: $99/review
- Balance Sheet review add-on: $99/review
- Up to 1,500 transactions/mo
- Tax-mode bookkeeping (free)
- Unlimited 1099 filings
- Business + personal returns
- P&L Review & Adjustment — included
- Balance Sheet Review — included
- Strategy advisor · 120 results
- Senior pro review
- 1,500+ transactions · custom volume
- Tax-mode bookkeeping (free)
- Unlimited 1099 filings
- Business + personal + family returns
- P&L + Balance Sheet reviews — included
- Dedicated professional team
- Quarterly strategy calls
- Full strategy library
- Free real-time bookkeeping (tax-purpose categorization)
- Unlimited 1099 filings
- Annual pro review at tax time
$20/mo per account. Stack any Business+ tier with monthly bookkeeping for less than most CPA firms charge for either service alone.
Bookkeeping is the difference between mediocre tax preparation and audit-proof excellence.
Most tax preparers ask you to bring them a year of receipts in January. By then, it's too late — gaps in documentation become assumptions, and assumptions become audit liabilities. Every Business+ tier includes free real-time bookkeeping built specifically to make your tax return defensible. It's not just about getting your return filed — we make sure the books behind it hold up.
Every Business+ tier comes with tax-purpose bookkeeping. Bank sync, automatic categorization, and a thorough pro review at tax time. Your return ships audit-ready by default.
Add monthly pro review on top of any tier. A real person looks at your books every month — catching categorization issues, flagging optimization opportunities, and structuring around big purchases, accountable plans, or business changes before tax season.
Use a different tax preparer? Run an accounting firm and want to outsource your clients' books? Our standalone bookkeeping service delivers monthly pro-reviewed books at a price that beats hiring in-house.
Add what you need.
All 7 tiers, side by side.
Frequently asked.
Still deciding? Start free — no card required.
Upload one return. See exactly what was missed. Upgrade only if you see the value.