How It Works

Pricing and Balance Deduction Overview

Our pricing model is designed to give you flexibility and control over your tax review needs. When you sign up for one of our packages, you’ll receive an initial balance based on your chosen plan. This balance allows you to submit returns for review, with each review type deducting a set amount from your account.

1. Choose Your Package:
– Select a package that suits your needs, whether it’s for occasional returns or high-volume reviews.
– Each package provides an initial dollar balance, which you can use for a range of review types.

2. Submit Returns and Track Your Balance:
– Once a return review is completed, you will be able to see this return in your dashboard and your account balance will be reduced. 
– Here’s how each type impacts your balance:
– Simple Return: Deducts $50 from your balance.
– Complex Return: Deducts $75 from your balance.
– Schedule C/E Add-on: Deducts $25 per Schedule C/E form.
– Business Return: Deducts $100 from your balance.

3. Get Discounts with Higher Packages:
– Higher-tier packages include discounted rates per return type, stretching your balance further:
– Starter Package: Standard rates for each return type.
– Business Package: 10% off standard rates, allowing for more reviews with the same balance.
– Enterprise Package: 20% off standard rates, maximizing value for high-volume clients.

4. Track Your Balance:
– You’ll be able to view your remaining balance in real-time on your account dashboard, ensuring you always know how much is available for future returns.
– Once your balance is low, you’ll have the option to top up or upgrade to a higher package for even greater savings.

Example Scenario

If you’re on the Business Package and submit:
– One Simple Return (costs $45 at a 10% discount),
– One Complex Return (costs $67.50 at a 10% discount),
– Two Schedule C/E Add-ons (costs $45 total, with a 10% discount at $22.50 each),

Your balance will reduce accordingly, providing complete transparency and control over your usage.

Flexible and Transparent
With our balanced, flexible system, you only pay for the reviews you need, at rates that suit your unique requirements. Whether you’re managing a few returns or handling high volumes, our pricing ensures your balance is maximized for cost-effective, expert reviews.