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Tax Subscription Pricing

Get year-round tax support through a fixed monthly subscription. Choose the plan that fits your personal or business tax needs. Then you’ll get proactive planning, filing, and advice from a dedicated CPA.

Businesses Supported

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States Served

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Pricing At a Glance

How Much Does a Tax Subscription cost?

Tax subscriptions start at $155 per month for individuals and $289 per month for businesses. Business subscriptions cover S corporation (1120-S), C corporation (1120), partnership (1065), and single-member LLC (SMLLC) preparation and filing. Your final monthly investment depends on several factors. These also include filing states, entity structure, K-1 volume, equity compensation, and the level of year-round support you need.

Tier

Starting at

Typical range

Who it fits

Personal tax subscription

from $155/mo

$155 – $399/mo

High-income individuals with RSUs, K-1s, or multi-state tax needs

Business tax subscription

from $289/mo

$289 – $599/mo

S-Corps (1120-S), C-Corps (1120), partnerships (1065), and SMLLCs

Subscription Options

Which Tax Subscription Fits You?

Choose the subscription that matches your filing needs. Personal Tax is for individual returns, while Business Tax covers entities that file their own tax returns. Either way, explore the Personal Income Tax and S Corporation Tax pages for a detailed breakdown of what’s included.

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Personal Tax

For high-achieving individuals, business owners, and anyone with RSUs, stock options, capital gains, or multi-state tax obligations.

Starts at$155/month

Typical monthly investment: $155–$399

Complete tax preparation and filing
Extension filings when you need more time
Estimated quarterly taxes calculated for you
Ongoing tax strategy and support
RSU, stock option & loss harvesting planning
IRS notice & correspondence support

Learn more about Personal Tax →

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Business Tax

For S corporations, C corporations, partnerships, and SMLLCs that need expert tax preparation, filing, compliance, and year-round planning.

Starts at$289/month

Typical monthly investment: $289–$599

1120-S, 1065, and 1120 preparation and filing
K-1 preparation & distribution
Multi-state compliance handled for you
Quarterly estimate planning
Ongoing tax strategy and support
Entity structure optimization

Learn more about Business Tax →

QuickBooks Bundles

Bundle tax, bookkeeping, and advisory to save 10–15% compared with purchasing individually.

Growth

Tax+Bookkeeping

Start with accurate books and proactive tax planning, without managing multiple providers.

$843/mo individually

Starts at$759/month

Typical monthly investment: $759–$999

✓ Save 10%, $84/mo

NetSuite Bundles

Bundle tax, bookkeeping, and advisory to save 10–15% compared with purchasing individually.

Growth

Tax+NetSuite Bookkeeping

Tax planning and ERP-grade bookkeeping in one predictable package.

$2,944/mo individually

Starts at$2,650/month

Typical monthly investment: $2,650–$3,499

✓ Save 10%, $294/mo

Schedule a Discovery Call With Our Team

Discuss your setup, challenges, and opportunities, then pick a time that works.

Book a Call

Schedule a free 30-minute discovery call with our team

Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.

No long-term contracts · No pressure · Free consultation

Why a Subscription?

Is a Tax Subscription Worth It Compared with Paying Per Return?

A subscription gives you year-round tax support instead of help only at filing time. Because of that, preparation, planning, estimates, and ongoing advice are all included in one predictable monthly subscription.

Comparison table

Fusion CPA tax subscription

Traditional per-return

What you pay

From $289/mo ($3,468/yr), fixed, all included services covered

Commonly $800 to $3,000 quoted per business return, plus hourly billing for anything beyond the filing itself

Quarterly estimates

Calculated from current-year projections and delivered on a calendar, so the balance due is known quarters in advance

In practice, often skipped, forgotten, or never set up at all; when they exist, commonly prior-year safe harbor, which sets up underpayment penalties in a growth year or a large interest-free loan to the IRS in a down one

Year-Round Advice

Year-round: strategy calls, projections, and a team that already knows the file, all inside the subscription

Often no contact between filings; a question during the year starts the hourly meter, so most clients stop asking

Planning

Entity structure, timing, compensation, and deduction decisions made before December 31, while they can still change the outcome

Frequently none. By the time the return is prepared, the year is closed and every planning opportunity in it has expired

Unexpected Tax Bills

There isn’t one; the estimate schedule surfaces the number early

The bill for the whole year lands at once, in the worst possible month to be learning about it

IRS notices

Notice and correspondence support included

Billed hourly as it arises, commonly at $300 to $500 per hour

Predictable Pricing

Fixed monthly; add-on projects quoted as fixed fees before work starts

The quoted return fee is a floor, not a ceiling; document back-and-forth, email threads, and “quick questions” commonly bill in hourly increments, and the final invoice can land well above the quote

For context, published 2026 fee surveys put filing-only business return preparation near a $1,350 national average. Standard CPA-firm engagements run $800 to $3,000 per return, and planning-integrated work runs $3,000 to $6,000 or more per year. By comparison, the business subscription annualizes at mid-market for planning-integrated work, with the planning built in rather than billed hourly.

How Pricing Works

What Moves You Above the Starting Price?

Our starting prices assume a straightforward engagement with one entity, one state, clean books, and standard filing requirements. As complexity increases, we’ll recommend the subscription that’s the best fit. From there, we confirm your final monthly investment during your Discovery Call and document it in your proposal.

Filing States

States with filing obligations

Multi-state K-1 sourcing

Residency changes during the year

A two-state S corporation with six K-1s typically lands around $450 to $600 per month.

Ownership & Equity

K-1 volume and shareholder changes

RSUs, stock options, and loss harvesting activity

Schedule C/E and rental activity

A household with K-1 income, multi-state filings, and RSU activity typically lands around $250 to $350 per month.

Entities & Foreign Touch

Number of entities filing returns

Foreign reporting touchpoints (FBAR, 5471, 5472)

M&A or restructuring activity

Foreign filings, M&A planning, and past-due returns are quoted as fixed-fee add-on projects so the subscription price stays fixed.

Cleanup and catch-up work: we quote this separately as a fixed-fee project before your subscription begins.

Every subscription includes strategy calls and tax planning. If your business requires a higher level of ongoing support, we’ll recommend the subscription that’s the best fit.

Businesses Like Yours

See Where Your Business Fits

Explore businesses like yours to see typical pricing, what’s included, and how we help solve common tax and financial challenges.

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Family Business

Full Stack15% off

Monthly investment$3,493 – $4,699/mo

Second-generation field services company, $12M revenue, 4 family shareholders

S corporation with 45 employees using QuickBooks Enterprise. The founder (60% owner) plans to retire within five years. Three adult children collectively own the remaining 40% but have different visions for the business. There is no buy-sell agreement or succession plan, and the founder’s estate plan was last updated in 2016.

The Business Challenge

Shareholder compensation was creating unnecessary tax exposure.

The founder was taking a $400K salary plus distributions, while two of three children remained on below-market salaries.

No one had run a reasonable compensation analysis to benchmark these numbers.

There was no formal succession plan, and family disagreements were beginning to affect operations.

What’s Included Monthly

📋 Tax

S corporation 1120-S preparation and filing
4 personal returns with K-1 optimization
Reasonable compensation benchmarking study
Quarterly estimated tax projections
Entity restructuring analysis for succession

📊 Accounting

Monthly bookkeeping & close (QuickBooks Enterprise)
Controller-level financial oversight
AP/AR management · Cash flow forecasting & working capital reporting
Cash flow forecasting & working capital reporting
Department-level P&L reporting

📈 Advisory & CFO

Outsourced CFO, board reporting & strategic planning
EOS / Traction integration
Buy-sell agreement financial modeling
Family retreat facilitation (succession planning)
Estate plan coordination with family attorney

Before Fusion

After Year One

The Full Story

Implemented a documented succession framework through two family retreats. Restructured shareholder compensation using a benchmarked analysis, reducing the combined family tax burden by $180K in year one. In addition, we drafted and funded a buy-sell agreement with life insurance within 6 months.

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Real Estate Investor

Individual

Monthly investment$444 – $750/mo

28 residential units across 3 states, plus a commercial flip in progress

Portfolio held across four LLCs (three partnerships and one SMLLC) spanning 3 states, tracked in spreadsheets with no centralized bookkeeping. Personal income includes W-2 wages, rental income, and capital gains. Previous accountant prepared returns but provided little strategic tax planning.

The Business Challenge

Rental income was reported in the least tax-efficient structure possible.

In addition, no cost segregation had been performed on any property in the portfolio.

Meanwhile, a 1031 exchange opportunity was 60 days from closing with no intermediary engaged.

Finally, entity structuring was creating unnecessary liability exposure across the portfolio.

What’s Included Monthly

📋 Tax

3 partnership returns (Form 1065) + K-1s
SMLLC reported on personal return
Personal 1040 with rental income, W-2, capital gains
Multi-state compliance (GA, FL, NC)
Cost segregation study coordination
1031 exchange timing & intermediary coordination

Before Fusion

After Year One

The Full Story

Restructured entities for liability protection, coordinated cost segregation studies across the 4 multi-unit properties that make up the 28-unit portfolio, generating $67K in accelerated depreciation, and deferred $95K in capital gains through a properly timed 1031 exchange. In addition, we coordinated engagement of a qualified intermediary with 3 weeks to spare.

Client Reviews

Trusted by 2,000+ Businesses Nationwide

5.0-star average from 100+ reviews on Google.

Meet the Fusion CPA Team, experienced CPAs, controllers, and UHNW Institute advisors

Absolutely fantastic service. From tax prep to financial advice, the team is thorough, efficient, and genuinely cares about helping clients succeed. I wouldn’t trust anyone else with my finances.

Sterling Carter

This tax service made filing my taxes incredibly easy. The team was friendly, informative, and efficient, providing expert advice that helped me save. I’m very happy with the experience and would recommend them to others.

Felix Ellison

The team did a fantastic job preparing my taxes. They helped me get organized, were very thorough in reviewing my documents, and took the time to explain everything clearly. I’m very happy with the experience.

Jude Fletcher

Still have questions about pricing?

Talk to our team before you decide.

Frequently Asked Questions

Common Questions

How much does a tax subscription cost?

Fusion CPA’s tax subscriptions start at $155 per month for personal returns ($1,860 per year) and $289 per month for business returns ($3,468 per year). Coverage spans S corporations, C corporations, partnerships, and SMLLCs. Every subscription includes preparation and filing, extension filings, quarterly estimates, tax projections, strategy calls, and IRS notice support. 2026 fee surveys put planning-integrated tax work at $3,000 to $6,000 or more per year. So the subscription sits at mid-market, with planning built in.

What is included in a Fusion CPA tax subscription?

Every tax subscription includes income tax return preparation and filing, extension filings, estimated quarterly taxes, and tax projections. It also covers strategy optimization calls and IRS notice and correspondence support. Personal subscriptions also cover restricted stock unit (RSU) and stock option planning, plus loss harvesting. Finally, subscriptions run January through December with 30 days notice to cancel.

What is NOT included in the tax subscription?

Payroll tax filings, sales tax filings, and Beneficial Ownership Information (BOI) reporting are not included. We quote several add-on projects as fixed fees. These include prior-year filings, accounting clean-up, and international filings (FBAR, FinCEN, Forms 5471/5472). They also cover multi-state expansion and equity compensation. Every subscription includes notice and correspondence support. However, full audit representation is always a separate engagement that we quote before any work begins.

Is a tax subscription worth it compared with paying per return?

For businesses and individuals with ongoing activity, typically yes. Filing-only work prices what already happened. A subscription prices changing what happens instead. It works through quarterly estimates from current-year projections and a fixed monthly amount, instead of a variable hourly invoice. A simple return with no planning needs may work fine per return. However, most others come out ahead on the subscription. Bundling tax with bookkeeping saves 10 to 15 percent, with the Growth bundle from $759 per month.

Fusion CPA provides subscription-based tax preparation, filing, and year-round planning for businesses and high-achieving individuals across 40+ states. The firm also provides outsourced accounting and CFO advisory. Personal tax subscriptions start at $155 per month and business tax subscriptions at $289 per month. Coverage spans S corporation (1120-S), C corporation (1120), partnership (1065), and single-member LLC (SMLLC) preparation and filing. Quarterly estimates, projections, strategy calls, and IRS notice support are included. Fusion CPA operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, FL. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to schedule a Discovery Call.

Fusion CPA’s tax engagements begin with a 30-minute Discovery Call and a prior-year return review. That review identifies missed deductions, compliance gaps, and the right subscription placement. We document that placement against filing states, K-1 volume, entity count, and equity compensation. Katherine Harrington, CPA, MAFM, Tax Director, leads the tax team through the firm’s Stabilize, Strategize, and Scale framework. She handles amendments and corrections in the Stabilize phase. To discuss pricing or get a personalized estimate, email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338.

Reviewed by Susan Borkowski, CPA (Director of Controller Services) and Trevor McCandless, CPA, MTax (CEO). Published August 2026. Last reviewed Aug 26, 2026. Market benchmark figures reference published 2026 pricing pages and national salary surveys.