Pebble Plan

Take the stress out of tax preparation with our straightforward and personalized Pebble Plan.

Get Started Today!

Enter your information below to receive an invitation to our secure client portal.

$ 399.00 USD

What's Included in the Pebble Plan?

Preparation of your tax return by a CPA or IRS Enrolled Agent
E-Filing of One Federal (Form 1040) & One State tax return
Optional Free Extension to file till October 15th
Access to our Secure Client Portal
Maximum Refund Guaranteed

Examples of Supported Tax Scenarios

All Filing Statuses (Single, Married, Head of Household, etc.)
All Tax Credits (CTC, EITC, AOTC, Clean Energy, EV, etc.)
Standard or Itemized (Personal Deductions)
Unlimited Wage Income (Form W-2)
Unlimited Self-Employed Forms (1099-K, 1099-NEC)
Unlimited Business Deductions (Home Office, Mileage, Meals, etc.)
Unlimited Student Tuition/Loan Credits (1098-T, 1098-E)


And Many More!

Examples of Forms Covered

Two Self-Employed Income Forms (Schedule C)
One Rental Real Estate Income Form (Schedule E)
Five Dividend/Interest Income Forms (Schedule B)
Five Capital Gains/Losses & Investment Forms (Schedule D)
Five Cryptocurrency Transaction Forms (Form 8949)
Five Retirement/Social Security Forms (1099-R, SSA-1099, etc.)


And Many More!

Need Additional Forms or Services?


If you have more forms or specific tax situations not covered in the standard pricing, don’t worry! We’re here to help. Additional forms or services may require extra fees. Please reach out to us for a personalized quote or to discuss how we can accommodate your unique tax needs.

Disclaimer


The form limits outlined in this plan apply to the entire tax return, not to each individual listed on the return. For married couples filing jointly, the combined total of all forms (e.g., Schedule C, Schedule E, 1099-R, SSA-1099) must fall within the specified limits of the selected plan.

Earn $500 with our Referral Program!

Do you know someone who could benefit from our tax preparation services?

Invite them to join us, and you can earn $50 for every completed referral!

Here’s how it works:

  • Get your unique referral link below
  • Earn $50 for every new friend who prepares a tax return with us
  • Receive weekly payments, up to 10 referrals (that's $500 in total!)
  • Track your referrals through our portal
Join Now
Pebble Plan
Level: 
Pebble Plan
Duration: 
hr 
min
Pebble Plan
Videos: 
Pebble Plan
Downloadable Files: 
Pebble Plan
Pebble Plan

Bonus Benefits

Comprehensive Audit Protection in case of an IRS Audit
Quarterly Tax Estimates tailored to your income
Amended Returns to correct past returns
Guidance for International Tax Reporting

What's Included in the Stone Plan?

Preparation of your tax return by a CPA or IRS Enrolled Agent
E-Filing of One Federal (Form 1040) & One State tax return
Optional Free Extension to file till October 15th
Access to our Secure Client Portal
Maximum Refund Guaranteed

Examples of Supported Tax Scenarios

All Filing Statuses (Single, Married, Head of Household, etc.)
All Tax Credits (CTC, EITC, AOTC, Clean Energy, EV, etc.)
Standard or Itemized (Personal Deductions)
Unlimited Wage Income (Form W-2)
Unlimited Self-Employed Forms (1099-K, 1099-NEC)
Unlimited Business Deductions (Home Office, Mileage, Meals, etc.)
Unlimited Student Tuition/Loan Credits (1098-T, 1098-E)


And Many More!

Examples of Forms Covered

Two Self-Employed Income Forms (Schedule C)
One Rental Real Estate Income Form (Schedule E)
Five Dividend/Interest Income Forms (Schedule B)
Five Capital Gains/Losses & Investment Forms (Schedule D)
Five Cryptocurrency Transaction Forms (Form 8949)
Five Retirement/Social Security Forms (1099-R, SSA-1099, etc.)


And Many More!

Need Additional Forms or Services?


If you have more forms or specific tax situations not covered in the standard pricing, don’t worry! We’re here to help. Additional forms or services may require extra fees. Please reach out to us for a personalized quote or to discuss how we can accommodate your unique tax needs.

Disclaimer


The form limits outlined in this plan apply to the entire tax return, not to each individual listed on the return. For married couples filing jointly, the combined total of all forms (e.g., Schedule C, Schedule E, 1099-R, SSA-1099) must fall within the specified limits of the selected plan.

Earn $500 with our Referral Program!

Do you know someone who could benefit from our tax preparation services?

Invite them to join us, and you can earn $50 for every completed referral!

Here’s how it works:

  • Get your unique referral link below
  • Earn $50 for every new friend who prepares a tax return with us
  • Receive weekly payments, up to 10 referrals (that's $500 in total!)
  • Track your referrals through our portal
Join Now
Pebble Plan
Level: 
Pebble Plan
Duration: 
hr 
min
Pebble Plan
Videos: 
Pebble Plan
Downloadable Files: 
Pebble Plan
Pebble Plan

Bonus Benefits

Preparation of Unlimited Stock Forms from RSA activites
Comprehensive Audit Protection in case of an IRS Audit
Quarterly Tax Estimates tailored to your income
Amended Returns to correct past returns
Guidance for International Tax Reporting
Enhanced Support for Complex Tax Situations
Guidance for Business Bookkeeping
Reporting for Complex Crypto Situations

What's Included in the Emerald Plan?

Preparation of your tax return by a CPA or IRS Enrolled Agent
E-filing of One Federal (Form 1040) & One State tax return
Optional Free Extension to file till October 15th
Access to our Secure Client Portal
Maximum Refund Guaranteed

RSA (Reverse Split Arbitrage) Information

Preparation of Unlimited Stock Forms from RSA activities

Examples of Supported Tax Scenarios

All Filing Statuses (Single, Married, Head of Household, etc.)
All Tax Credits (CTC, EITC, AOTC, Clean Energy, EV, etc.)
Standard or Itemized (Personal Deductions)
Unlimited Wage Income (Form W-2)
Unlimited Self-Employed Forms (1099-K, 1099-NEC)
Unlimited Business Deductions (Home Office, Mileage, Meals, etc.)
Unlimited Student Tuition/Loan Credits (1098-T, 1098-E)


And Many More!

Examples of Forms Covered
(In Addition To RSA)

Two Self-Employment Income Forms (Schedule C)
One Rental Real Estate Income Form (Schedule E)
Five Dividend/Interest Income Forms (Schedule B)
Five Capital Gains/Losses & Investment Forms (Schedule D)
Unlimited Cryptocurrency Transaction Forms (Form 8949)
Five Retirement/Social Security Forms (1099-R, SSA-1099)


And Many More!

What if my Tax Situation isn't listed?


Our team is equipped to handle a wide variety of tax situations beyond the examples listed above. Whether your needs are simple or complex, reach out to us with your specific tax situation, and our professionals will tailor our services to meet your requirements.

Earn $500 with our Referral Program!

Do you know someone who could benefit from our tax preparation services?

Invite them to join us, and you can earn $50 for every completed referral!

Here’s how it works:

  • Get your unique referral link below
  • Earn $50 for every new friend who prepares a tax return with us
  • Receive weekly payments, up to 10 referrals (that's $500 in total!)
  • Track your referrals through our portal
Join Now
Pebble Plan
Level: 
Pebble Plan
Duration: 
hr 
min
Pebble Plan
Videos: 
Pebble Plan
Downloadable Files: 
Pebble Plan
Pebble Plan
Pebble Plan

The form limits outlined in this plan apply to the entire tax return, not to each individual listed on the return. For married couples filing jointly, the combined total of all forms (e.g., Schedule C, Schedule E, 1099-R, SSA-1099) must fall within the specified limits of the selected plan.