Tax Services that scale with you.
From one-time filings to full-on, year-round support, we’ll meet you where you’re at. Clear pricing, no hidden fees, and just the right level of help.
Athlete Tax Services
NIL income is 1099 income. No withholding, no employer, and often more than one state to file in.
These plans handle three things: knowing what to set aside, filing everything you owe, and getting the entity right once the money justifies it.
ROOKIE Your first real NIL money. The goal is to file it right and never get surprised. You get the return, a set-aside percentage to follow every time you get paid, and a reminder before every deadline.
PLAYMAKER Earning consistently, probably in more than one state. This is where estimates and deduction tracking start saving you real money, and where most athletes land.
ALL-AMERICAN Above $75k the entity question is worth actual dollars. We run that analysis, handle the S corp setup if the math supports it, coordinate payroll, and loop in your parents and your agent so nothing falls through.
Athlete Tax Services Comparison
- | Rookie | Playmaker | All-American |
|---|---|---|---|
Best for | NIL INCOME UNDER $25K | NIL INCOME $25K TO $75K
| NIL INCOME ABOVE $75K
|
Price | $125/MO ($1,500/YR)
| $250/MO ($3,000/YR)
| $500/MO ($6,000/YR)
|
Federal return with Schedule C | INCLUDED | INCLUDED | INCLUDED |
State filings
| RESIDENT STATE
| UP TO 2 STATES | UNLIMITED |
Personalized set-aside percentage
| INCLUDED | INCLUDED | INCLUDED |
Quarterly deadline reminders
| INCLUDED | INCLUDED | INCLUDED |
Calculated quarterly estimates
| - | INCLUDED | INCLUDED |
Deduction tracker
| - | INCLUDED | INCLUDED |
Mid-year strategy session
| - | INCLUDED | INCLUDED |
Entity evaluation + S corp setup when the math supports it
| - | - | INCLUDED |
Payroll coordination
| - | - | INCLUDED |
Parent and agent coordination
| - | - | INCLUDED |
Tax Strategy Partnerships
$250/hr, billed as needed
A partnership means we are in your year, not reacting to it. Every tier includes your returns and your estimates. What changes is how much of the operation we run and how often we meet.
Projects typically include:
-
Entity Selection Guidance (S-Corp, LLC, Partnership) – ~2 hrs
-
Quarterly Tax Planning + Estimated Payments – ~2-3 hrs
-
Profit Distribution Strategy (owner’s comp vs. dividends) – ~ 2hrs
-
Business Deductions Deep-Dive (“is this a write-off?” session) – ~1 hr
-
Audit Prep & Representation – Varies (10+ hrs typical)
-
Retirement & Benefits Setup (SEP, 401k, health plans) – ~3–4 hrs
Option 1: Tax Strategy Full-Service
- | Essentials | Growth (most popular) | Partner |
|---|---|---|---|
Price | $950/MO | $2,250/MO | $3,750/MO |
Onboarding | $950 ONE-TIME | $2,250 ONE-TIME | $3,750 ONE-TIME |
Bookkeeping | MONTHLY, UP TO 5 ACCOUNTS | WEEKLY, UP TO 10 ACCOUNTS, 3 ASSETS | DAILY, UP TO 15 ACCOUNTS, 10 ASSETS |
Bank + Credit Card Reconciliations | INCLUDED | INCLUDED | INCLUDED |
Balance Sheet Reconciliations | - | UP TO 5 | ALL |
Monthly P&L and Balance Sheet | INCLUDED | INCLUDED | INCLUDED |
Returns | 1 BUSINESS + 1 PERSONAL 1040 | 1 BUSINESS + 1 PERSONAL 1040 | 1 BUSINESS + 1 PERSONAL 1040 |
Payroll | - | GUSTO, UP TO 10 EMPLOYEES, PLUS 1099 | UP TO 20 EMPLOYEES, PLUS BENEFITS |
AR Aging | - | WEEKLY | WEEKLY |
Tax planning | YEAR-END ESTIMATE CHECK-IN | SUMMER + YEAR-END | QUARTERLY + ENTITY STRATEGY |
Advisory | - | - | CFO ADVISORY |
Meetings | QUARTERLY | MONTHLY | MONTHLY |
IRS Representation | - | - | INCLUDED |
Support | EMAIL | EMAIL + PHONE | DEDICATED SLACK CHANNEL |
Option 2: Tax Strategy Only
(Bookkeeping not included)
- | Compliant | Proactive (most popular) | Strategic Partner |
|---|---|---|---|
Price | $229/MO | $650/MO | $1,400/MO |
Business + Personal Return | INCLUDED | INCLUDED | INCLUDED |
Estimated Payment Calculations | INCLUDED | INCLUDED | INCLUDED |
Planning Meetings | 1 PER YEAR | QUARTERLY | MONTHLY |
Support | IN-SEASON EMAIL | YEAR-ROUND ACCESS | YEAR-ROUND ACCESS |
Written Annual Tax Savings Plan | - | INCLUDED | INCLUDED |
Reasonable Comp + Entity Optimization | - | INCLUDED | INCLUDED |
Prior-Year Return Review | - | INCLUDED | INCLUDED |
Multi-Entity, Real Estate, and Cost Seg Coordination | - | - | INCLUDED |
Retirement Plan Design | - | - | INCLUDED |
Prosperity Playbook | - | - | INCLUDED |
Quarterly Bookkeeping Review | - | - | INCLUDED |
Audit Support | - | - | INCLUDED |
Tax Prep
Starting at $750/year for individuals, $1,250/year for businesses
We keep your filings clean, compliant, and stress-free. Transparent pricing means no surprises, just done-right returns.
Individual Tax Services, what’s included:
-
Federal + State Individual Tax Return – Included (additional state returns +$150 each)
-
Annual Tax Strategy Session (1 hr) – +$250
-
Self-employed? Requires Schedule C: +$250
-
Own a rental property? Requires Schedule E: +$250, per property
-
Have more than 10 Schedule K-1s? +$250
-
Amendment Fees: $150 for 1 additional document, +$250 for 2-4, $500 for 5+
Business Tax Services, what’s included:
-
S Corp LLC: US Return for S Corporation, Form 1120s – Included
-
C Corporation: US Return for C Corporation, Form 1120 – Included
-
Partnership LLC: US Return of Partnership Income, Form 1065 – Included
-
Trust & Estate Tax Returns, Form 1141 – Included
-
Homeowner’s Association, Form 1120-H – Included
-
Federal + State Business Tax Return – Included (multi-entity +$400 each)
-
Annual Tax Strategy Session (1 hr) – +$250
Start with your base return
Base Return | Price | Includes |
|---|---|---|
Personal, Form 1040 | $750 | UP TO 2 W-2s AND 3 1099s |
S Corp, Form 1120S | $1,250 | ONE STATE INCLUDED |
Partnership, Form 1065 | $1,250 | ONE STATE INCLUDED |
C Corp, Form 1120 | $1,250 | ONE STATE INCLUDED |
Then add what is in your file
Add-on | Price |
|---|---|
Each rental property | +$250 |
Each Schedule C | +$250 |
More than 5 K-1s | +$250 |
Each additional state | +$300 |
Filed past cutoff (LLC 2/10, individual and C corp 3/10) | +$250 |
FAQs
Do I have to commit long-term?
Nope. Annual Tax Services are one-and-done. Strategic Advisory is pay-as-you-go. Tax Strategy Partnership is month-to-month.
How do I know which tier is right?
-
Just need your taxes filed, no frills? → Annual Tax Services.
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Have specific questions or projects? → Strategic Advisory.
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Want it all off your plate, year-round? → Tax Strategy Partnership.
Ready to cut through the tax fog?
[BOOK A FREE CALL] and let’s figure out the right fit.
not sure what some of this tax jargon mean?
I’m here to help! Click me, I’m a little glossary.
