Concierge Service

We'll HandleEverything

Upload your documents and relax. A dedicated CPA prepares your return, answers your questions, and files for you.

Licensed CPAs
Full audit support
Year-round access
SM

Sarah Mitchell, CPA

Your Dedicated Tax Professional

SpecialtySelf-Employment
Experience15 years
Rating
4.9
StatusWorking on your return

Sarah: I found $1,200 in additional deductions. I'll explain them when we review.

How Concierge Works

From documents to filed in four simple steps

Step 1

Upload Documents

Securely upload your W-2s, 1099s, and other tax documents. Take photos or import directly.

Step 2

Get Matched

We match you with a licensed CPA who specializes in your tax situation.

Step 3

CPA Prepares Return

Your CPA prepares your return, maximizing deductions and ensuring accuracy.

Step 4

Review & Approve

Review your return, ask questions, and approve when ready.

What's Included

Full-service tax preparation with everything you need for peace of mind.

Dedicated licensed CPA
Unlimited consultations
Full return preparation
Multi-state filing
Audit protection
Year-round access
Tax planning advice
Secure document storage
Priority support
Audit representation

Audit Protection Included

Full representation if audited

Year-Round Access

Ask questions anytime, not just tax season

Accuracy Guarantee

We cover penalties if we make an error

Meet Our CPAs

Licensed professionals matched to your needs

SMC

Sarah Mitchell, CPA

Self-Employment & Small Business

15 years
4.9
234 reviews
DCC

David Chen, CPA

Investments & Real Estate

12 years
4.8
189 reviews
MRC

Maria Rodriguez, CPA

International Tax

10 years
4.9
156 reviews

Concierge Pricing

Transparent pricing with no hidden fees

Individual

Personal tax returns

$299

  • Federal + 1 state
  • W-2 & 1099 income
  • Itemized deductions
  • Investment income
Get Started
Most Popular

Self-Employed

Freelancers & contractors

$449

  • Everything in Individual
  • Schedule C preparation
  • Quarterly estimates
  • Business deductions
Get Started

Business

LLCs, S-Corps, partnerships

$799

  • Business entity return
  • Personal return included
  • Payroll reconciliation
  • Year-round planning
Get Started

Ready for Stress-Free Filing?

Let our CPAs handle your taxes while you focus on what matters.

Get Matched with a CPA