Three tiers. One-time engagement pricing. No hidden fees.
Each tier builds on the one below it. Start with the level that fits your situation today; the fit call is free and we'll help you pick.
For straightforward equity situations
one-time engagement
Best if you live and work in one or two states, have RSUs, an ESPP, or a simple option exercise, and want the return done right and clearly explained.
For multi-state or more complex equity
one-time engagement
Best if your income touches multiple states, you exercised options, you use a backdoor or mega-backdoor Roth, or you want to talk it through live.
For proactive exercise & sale planning
one-time engagement
Best if a liquidity event is on the horizon, you hold meaningful unexercised options or AMT credits, and you want a plan before you act, not a report afterward.
Under 30? Ask about early-career pricing when you book your call.
Every feature, side by side.
| What's included | Compliant$1,350 | Guided$2,350 | Strategic$4,000 |
|---|---|---|---|
| Federal + state return | Up to 2 states | Up to 4 states | Up to 4 states |
| RSU vesting & cost-basis reconciliation | ✓ | ✓ | ✓ |
| ISO/NSO exercise reporting with AMT calculation | ✓ | ✓ | ✓ |
| ESPP disposition handling | ✓ | ✓ | ✓ |
| Recorded video walkthrough of your return | ✓ | ✓ | ✓ |
| Support response time | 48 hours (async) | 24-hour priority | 24-hour priority |
| Revision rounds | 1 | 2 | 2 |
| 45-minute live review meeting | — | ✓ | ✓ |
| Backdoor / mega-backdoor Roth accuracy check | — | ✓ | ✓ |
| Quarterly estimated tax calculation | — | ✓ | ✓ |
| Exercise & sale timing strategy | — | — | ✓ |
| AMT credit planning | — | — | ✓ |
| Plan for upcoming vesting & liquidity events | — | — | ✓ |
A quick way to think about it. Not sure? That's what the free fit call is for.
Choose this when you mainly need accurate filing.
Choose this when complexity or conversation matters.
Choose this when big decisions are coming.
From first call to finished return.
A free 15-minute conversation about your equity picture and which tier makes sense.
You send the records listed below. Not sure what you have? We'll help you track it down.
Vesting schedules, cost-basis reconciliation, and AMT calculations, documented and explained.
Your return plus a recorded walkthrough, and the support and revisions your tier includes.
Having these ready makes everything faster. Not every item applies to everyone.
Each price is a one-time fee for a single engagement at that tier. There are no hidden fees.
Bring it up on your fit call. We'll talk through your situation and scope it with you before you commit to anything.
Because the work is different. Reconciling each lot against your broker's reporting, calculating AMT, and allocating income across states takes real time and expertise. A cheaper return that misses a cost-basis error can cost far more than the fee, since it can mean paying tax twice on the same income.
Yes. If you're under 30, ask about early-career pricing when you book your consultation.
Yes. It's a free 15-minute conversation with no pressure and no obligation.
Book a free 15-minute call and we'll help you pick the tier that fits.
Book Your Free ConsultationNo pressure. No obligations. Just clarity on your equity comp.