Your CPA, year-round.
A Florida-licensed digital CPA firm handling your tax filing, your tax planning, and the niche credits most firms skip — for a fixed quarterly fee, billed transparently via Stripe. A licensed CPA signs every return. AI keeps the turnaround fast. April isn't a surprise.
Florida-Licensed CPAQuarterly Billing via StripeAES-256 EncryptionNationwide Federal Coverage
Florida-licensed CPA
A Florida-licensed CPA signs every return. Not a preparer working under a CPA's name.
Pricing on the page
Three quarterly tiers. Billed via Stripe. No 'contact us for a quote.'
Year-round, not seasonal
Quarterly estimated-tax work, S-corp comp analysis, planning between filings.
AI is plumbing
AI flags what tired humans miss and keeps turnaround fast. The CPA still signs.
Two deadlines you should not miss
Time-sensitive filings
Both have hard statutory dates. Both are routine for a CPA. Both are easy to forget if no one is watching the calendar for you.
Form 843
Kwong protective claim
July 10, 2026
Paid IRS penalties between January 20, 2020 and July 10, 2023? You may be entitled to a refund under Kwong v. United States. Form 843 is paper-only and must be filed by certified mail. Miss the deadline and the claim is barred permanently.
Check Kwong eligibilityForm 4547
Trump Account filing
Opens July 4, 2026
Children born between January 1, 2025 and December 31, 2028 qualify for a $1,000 federal seed deposit into a §530A custodial investment account — once the election is filed. We file Form 4547 alongside your federal return.
Open a Trump AccountHow a digital CPA actually works
What you get on every engagement
Filing, planning, and the niche credits most firms skip — for individuals and small business owners. Pricing is on the page.
AI flags issues before the CPA opens the file
Pattern-recognition AI scans every return for missed deductions, prior-year inconsistencies, and high-audit-risk transactions. The CPA reviews the flags, then signs.
A Florida-licensed CPA signs
Every return is signed by a Florida-licensed CPA — not a preparer working under a CPA's name. We carry the EFIN. The signature on your return is a credential we are licensed to put there.
Year-round, not seasonal
April is not a surprise. Quarterly estimated-tax calculations, S-corp reasonable-comp analysis, retirement-contribution timing — between filings, not at filing. Growth and Professional include scheduled planning calls.
Pricing on the page
Three quarterly tiers. Billed via Stripe. Four-quarter minimum so the engagement spans the full tax year. The 60-second tier-recommender on the pricing page points you to the right one.
Two-week median to filing
Most clients are e-filed within two weeks of complete-document upload. Complex returns are flagged for discussion the day the documents land. No fee surprises if the work expands; the add-on price list is published.
AES-256, MFA, §7216
AES-256 encryption at rest, TLS 1.3 in transit, MFA-required portal access. §7216 consent is collected before any transfer of your tax-return data. Audit logging on every portal action.
The technology behind your CPA
What runs in the background
AI does pattern-matching. ProConnect handles preparation. AES-256 keeps client data safe. The CPA still signs every return.
AI catches what tired humans miss
Pattern-recognition models scan every return for missed deductions, prior-year inconsistencies, and IRS audit-risk transactions before a CPA opens the file. AI is plumbing, not the product.
- Deduction and credit gap detection
- Prior-year comparison checks
- High-audit-risk transaction flagging
- Automated QC against IRS e-file schema
ProConnect is the engine, you don't see it
We prepare and e-file every return inside Intuit ProConnect. You upload documents to your secure portal; we work in the software so you do not have to learn it.
- Native Intuit ProConnect workflow
- Electronic filing via our EFIN
- Document upload + e-sign in your portal
- Per-engagement filing status tracking
Encrypted from upload to filing
AES-256 at rest, TLS 1.3 in transit, MFA-required portal access. §7216 consent is collected before any transfer of your tax-return data. Audit logging on every portal action.
- AES-256 encryption at rest
- MFA-required client portal
- Audit logging on every portal action
- §7216 consent workflow built in
Per-engagement transparency
Your portal shows exactly where each filing stands: documents received, items pending, return drafted, CPA review, e-filed. No emailing for status updates.
- Real-time filing status per engagement
- Pending-document checklist that you can see
- Quarterly estimated-tax calc deliverable (Growth + Professional)
- Stripe billing portal for invoices and tier changes
Technology Partners & Integrations
Three facts that hold every engagement
These do not depend on which tier you pick. They are the standard.
- 0
- Quarterly tiers
- ~2 wks
- Median time to filing
- 0
- Quarter minimum term
Starter $199, Growth $449, Professional $899 / quarter
From complete-document upload to signed e-filed return
Aligned to the tax year. Billed quarterly via Stripe.
See pricing. Talk to a CPA. Decide.
Three quarterly tiers are on the pricing page; the 60-second tier-recommender will point you to the right one. If you want a conversation first, a CPA returns your message inside two business days.