Most firms help you file.
We help you climb.
Expert tax preparation, year-round planning, and IRS letter help — flat fees, measurable results, backed by a 100% accuracy guarantee.
See your tax position — then change it on purpose
The same Live Tax Bill your portal uses. Projected total tax from the engine. Scenarios you can move. Next steps that are actually yours. Not a calculator skin.
Understand your current tax position
Projected total tax, refund or amount owed, effective rate, and what the number is based on — actual, entered, assumed, or incomplete.
See what could change it
Miles, retirement, a raise, a home — the Live Tax Bill shows real engine deltas for each lever. Exploring a plan is labeled so it never looks like your saved snapshot.
Act throughout the year
Documents, quarterly planning suggestions (not IRS determinations), and a message to your preparer. Darian signs the Pulse. The bill stays a planning picture.
What happens next — you do not need to message anyone
- Play the sliders here. This is the Live Tax Bill. It is not Command Center and it is not a signed Pulse.
- Create a free account when you want your own W-2 / 1099 in the vault. That opens the client Live Tax Bill, not the admin desk.
- Book a consult if you want a human. A Tax Pulse only appears after Darian reviews and publishes it — the AI layer never invents that number.
A signed Pulse. An estimate calendar. Letters with a face deadline.
The Live Tax Bill is a planning picture. A Tax Pulse is the amount Darian reviews and publishes. Flat plans are below — your fee never depends on your refund. No card is entered on this page.
Tax Pulse
A reviewed amount Darian signs. The AI layer never invents that number. Playbook math stays free on Basecamp.
Estimate calendar
Next federal date: IRC §6654(c). Weekend or holiday shifts are not applied here. Confirm the year on IRS.gov before you treat a moved date as final.
Letters with an SLA
Sentinel answers in 72 hours. Summit answers in 24. A face deadline, not a mailbox. Accuracy claims stay admin-confirmed.
Simple, flat pricing. Quoted before we start.
Every return gets a flat, upfront quote after a free 30-minute consult. Your fee depends on the forms your return needs, never on the size of your refund or the outcome.
Basecamp
Free
Your portal plus the Live Tax Bill playbook, so you can see where your taxes stand.
- INCLUDED
- Portal account
- Live Tax Bill estimates
- Secure document upload
- NOT INCLUDED
- Human review
- IRS letter help
- Tax return
Sentinel
$15/month or $149/year
For people who want a preparer keeping an eye on their taxes all year.
- INCLUDED
- Everything in Basecamp
- Reviewed Tax Pulse updates
- Estimated-tax payment calendar and reminders
- Help with up to 2 IRS letters per year: I review the letter, explain it, and prepare a written response for you to send, with a reply within 72 hours
- Member discount on return prep
- NOT INCLUDED
- Your tax return (sold separately, or choose the Bundle)
- Representing you before the IRS (audits, appeals, collections)
- Additional letters beyond 2/year ($125 each for members)
Summit
$39/month or $399/year
For self-employed people and anyone who wants regular time with their preparer.
- INCLUDED
- Everything in Sentinel
- IRS letter response preparation with no yearly cap, reply within 24 hours
- Working sessions with Darian
- Year-round planning and bank-linked expense tracking
- Member discount on return prep
- NOT INCLUDED
- Your tax return (choose the Bundle to include it)
- Representing you before the IRS (audits, appeals, collections)
- Bookkeeping or payroll services
Bundle: Summit + Return
$549/year
Summit for 12 months plus one individual federal return with one state and Schedule C.
- NOT INCLUDED
- Additional states
- Schedules E/D beyond the add-on list
- Amended returns
- Business entity returns
Founding pricing: 50 Sentinel seats and 25 Summit seats.
Founding pricing lasts while founding seats last, and you keep that price for as long as you stay a member.
Plan features are the same as the regular plans. When the founding seats are taken, new members pay the regular price. There is no seats-left counter.
No card is entered on this page.
Tax return preparation — starting prices
Flat fee, quoted before any work begins. Final quote depends on the forms your return needs.
Prices reflect common returns. Unusual situations (multiple businesses, prior-year catch-up, heavy investment activity) are quoted in the consult.
Switching from another preparer or software?
Get 20% off your first-year return prep. Bring last year's return to your consult.
What does "starting at" mean?
What's your refund policy?
What are your credentials?
Is my data private?
Does a plan include my tax return?
Everything you need to keep more of what you earn
IRS Letter Help
I review the letter, explain it, and prepare a written response for you to send.
Learn moreExperience the difference of working with dedicated tax professionals
Maximize Your Refund
We find every deduction and credit you deserve.
Flat fees. Measurable results.
You get a flat, upfront quote — never a percentage of your refund. Then we show you exactly what we found: every deduction, credit, and dollar saved, in your portal.
Year-Round Support
Tax questions don't stop in April. We're here all year.
100% Accuracy Guarantee
If we make an error, we'll fix it at no additional cost.
Maximum Refund Guarantee
We pursue every deduction and credit you can legitimately defend — so nothing you're owed is left behind.
Satisfaction Promise
If you're not satisfied, we'll make it right.
Three steps. Zero surprises.
Most clients go from first call to filed return in under two weeks.
Book a Free Consultation
A 30-minute call — no pitch, no pressure. We listen to your situation and give you a flat quote before we touch a thing.
Share Your Documents Securely
Upload through our bank-level encrypted portal. We'll tell you exactly what we need — no guessing, no back-and-forth.
We File & You Keep More
We prepare, review, and e-file your return — and walk you through every deduction we found. You get a copy of everything.
Rated 5.0 on Google
Real words from real clients — unedited, unfiltered.
"Darian helped me with my taxes and made the whole process super easy. He went above and beyond to make sure everything was handled properly and took care of both my state and federal taxes. I'll definitely be going back to him year after year."
"From beginning to end, my experience was SUPERB. I was very impressed with Darian's expertise, patience and professionalism. He has a customer for life!"
"Darian Owens was exceptional and super attentive throughout this process. He made it so simple and understandable — I definitely will keep coming back."
"Darian Owens exceeded my expectations as far as keeping me updated and informed throughout the entire process. Will definitely be a returning customer next tax season."
"Darian has been such a help for the tax season. He was clear and concise the whole way through. Very knowledgeable and made sure that I get every bit that's owed to me."
"My tax professional Darian was nice and explained everything so I had no questions. No hidden fees or add-on costs. My refund is the biggest I've had in years."
"Way better than any tax company I have used. Shoutout to Darian for getting me the money I deserved back — I highly recommend and would use this company again!"
"Way better than TurboTax. Knows what he's doing when trying to get the most out of your refund. Would recommend 100%."
Your Data is Secure
Bank-level 256-bit encryption
What climbing looks like in dollars.
Three example engagements, anonymized and simplified — the kind of outcomes the right preparation makes possible.
Situation: A designer had self-filed for two years, claiming almost no business expenses.
What we did: Rebuilt her expense picture — home office, software, mileage, health insurance premiums — and amended both prior returns.
Result: $3,200 back across two amended returns, plus a clean deduction system for this year.
Situation: A contractor was operating as a sole proprietor with six-figure profit — and paying self-employment tax on all of it.
What we did: Modeled an S-corp election with a reasonable salary, then handled the setup and payroll transition.
Result: Roughly $4,500 in annual tax savings, recurring every year going forward.
Situation: A family's prior preparer missed education credits and a dependent-care benefit two years running.
What we did: Reviewed three years of past returns and amended the two with money left on the table.
Result: $6,400 in recovered refunds — and a family that now files with us every year.
Example outcomes, shown for illustration. Every situation is different — your results depend on your facts. Find out what's possible in yours →
Ready to keep more of what you earn?
Book a free 30-minute strategy call. No pitch, no obligation — just an honest look at your situation and a flat quote before we touch a thing.
Book Your Free ConsultationGet Our Free 2026 Tax Prep Checklist
Every document to gather before you file — organized so nothing gets missed and no money gets left on the table.