Pro Plan Details
An upgrade from the Personal Plan, this plan is designed for entrepreneurs who file a Sch. C or have a rental property. This plan can be upgraded to account for employees.
Tea with Taxley Workshops: Get your questions answered about tax, finance and business in our exclusive, member-only Tea with Taxley virtual workshops – held monthly.
IRS Monitoring: With your authorization and using our proprietary software, we will monitor your tax account as it relates to your personal taxes and one Sch. C business or rental property, staying on top of collection activity and tax notices, and gaining access to your tax transcripts as needed to keep you informed and protected.
Annual Tax Preparation: One Pro Tax Preparation service and up to two hours of remote tax audit assistance related to tax returns prepared by Taxley – included per membership year.
Tax Return Reviews: Get up to 3 prior year personal income tax returns, with one Sch. C or rental property, reviewed to ensure you didn’t miss any opportunities to maximize your tax savings and refunds.
Taxley App: Collaborating with our tax professionals is quick and easy with our App. Safely upload documents, send confidential emails, get updates and schedule appointments 24/7/365.
20% off Savings: Enjoy the benefit of up to 20% off tax preparation and resolution services not covered under membership. Includes all services pertaining to your personal taxes and one Sch. C business or rental property.