Step 1 — Choose your package
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Full feature comparison matrix
| Feature | Tax Only $99/mo |
Tax+Notary $149/mo |
Tax+Formation $199/mo |
Full Service $249/mo |
All-in-One $349/mo |
Enterprise Custom |
|---|---|---|---|---|---|---|
| Tax preparation | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Document upload & AI parsing | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Client portal | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Notary (online & mobile) | — | ✓ | — | ✓ | ✓ | ✓ |
| LLC & Corporation formation | — | — | ✓ | ✓ | ✓ | ✓ |
| EIN filing | — | — | ✓ | ✓ | ✓ | ✓ |
| Entity optimization AI | — | — | — | ✓ | ✓ | ✓ |
| Bookkeeping | — | — | — | — | ✓ | ✓ |
| Credit intelligence & SBA | — | — | — | — | ✓ | ✓ |
| Ava AI receptionist | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| White-label branding | — | — | — | — | — | ✓ |
| API access | — | — | — | — | — | ✓ |
| Dedicated support | — | — | — | — | — | ✓ |
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