Services & Pricing

Read each tier.
One of them will sound
exactly like you.

Four subscription tiers plus a dedicated Ministry Rate for clergy — built so you can self-select. You should be able to find yourself in one of these descriptions before you ever talk to Jerry.

Foundation Independent Compliance Partner Growth Partner Ministry Rate Compare All Entry Products
How This Works

Subscription tax services. Not per-return chaos.

Most tax practices work like a vending machine: you show up in March, hand over your documents, get a return, and see them again next year. There's no strategy. No relationship. No one watching out for you in between.

Common Tax works differently. Every subscription tier includes an ongoing relationship — someone who knows your situation, watches for changes in tax law that affect you, and is available when questions come up.

"The best time to talk to your tax pro isn't April 14. It's the other 364 days."

Choose your tier. Get started. Stay ahead.

  • Flat monthly pricing — no surprise bills, no per-hour mystery charges
  • Secure document portal via Intuit Link — upload once, done
  • IRS representation included if a letter lands in your mailbox
  • Founding Member rate lock — join now, your rate never goes up
  • Not software — a real Enrolled Agent who knows your name and your situation
  • Upgrades welcomed — as your business grows, your tier can grow with it

Founding Member Program — Open Now

The first 100 clients who join lock in their rate for life — portable across tier upgrades, never subject to price increases. This program closes December 31, 2026.

Claim Your Founding Rate
Tier 01

The Foundation

For straightforward W-2 households.
This is for you if… You're a W-2 household — individual, couple, or family — with no business, no rental, and no surprises. You just want your return filed correctly, every year, by someone who knows your name and picks up when the IRS writes back.
$65 /month
Or $40/month — Founding Member rate (limited spots)
Join at Founding Rate — $40/mo Try the $49 Tax Clarity Call First
Tax Preparation
  • Personal return for individual, couple, or family (Form 1040)
  • Federal + 1 state + local return
  • Standard W-2 deductions and credits
  • E-file & direct deposit setup
  • Prior-year return review (first year)
Ongoing Support
  • Secure document portal (Intuit Link)
  • Year-round questions answered — no per-call fees
  • Year-End AGI Review — one proactive call to identify simple tax moves and missed credits before year close
  • IRS correspondence support — if a letter arrives, Jerry handles it
Have a brokerage account, retirement distribution, mortgage, or HSA? You'll want The Independent — it includes all those documents without upcharges.
Tier 02 · Most Popular

The Independent

For households with real life going on.
This is for you if… You have more going on than a W-2 — brokerage activity, a side hustle, a rental, a retirement account you're starting to draw from. This tier handles the complexity and checks in quarterly so there's nothing waiting to surprise you in April.
$135 /month
Or $95/month — Founding Member rate (limited spots)
Join at Founding Rate — $95/mo Try the $99 Tax Review First
Everything in The Foundation, plus:
  • All Foundation tier inclusions (1040, Year-End AGI Review, year-round questions, IRS notice handling)
Complexity, handled
  • One Schedule C (sole prop) or one Schedule E (single rental)
  • Quarterly estimated tax filings
  • Quarterly tax check-ins — proactive capital-gains guidance and AGI management to keep surprises off your return
  • Self-employment guidance and deduction audit
  • Proactive alerts when market or law changes affect your investments or AGI
All these documents — no upcharges
  • Brokerage statements (1099-B, capital gains)
  • Crypto transactions (1099-DA, Form 8949)
  • Dividends & interest (1099-DIV, 1099-INT)
  • Retirement distributions (1099-R)
  • HSA contributions & distributions (Form 8889)
  • Student loan interest (1098-E), mortgage interest & property tax (1098, Schedule A)
Additional states quoted separately. Foreign accounts and complex K-1s quoted at discovery call.
Tier 03

The Compliance Partner

For solo entrepreneurs who need books.
This is for you if… You're running a real business. Monthly books, clean P&L, and a quarterly conversation that turns the numbers into decisions — what to buy, when to buy it, and what it saves you at tax time.
$225 /month
Or $175/month — Founding Member rate (limited spots)
Join at Founding Rate — $175/mo Start with the $99 Tax Review
Everything in The Independent, plus:
  • All Independent tier inclusions (Sch. C/E, quarterly check-ins, full investment doc set)
Bookkeeping (Monthly)
  • Monthly bookkeeping & bank reconciliation
  • Monthly P&L statements
  • QuickBooks setup and oversight
Advisory & Strategy
  • Quarterly advisory reviews — we turn your P&L into tax moves and cash-flow decisions
  • Section 179 & bonus depreciation timing guidance
  • Retirement contribution optimization
  • Year-end tax planning meeting
About ready for an S-Corp? When entity-level returns, payroll, and reasonable comp enter the picture, The Growth Partner is the next step.
Tier 04 · Most Comprehensive

The Growth Partner

For S-Corps and established businesses.
This is for you if… You're running an entity, managing payroll, and making decisions that have real tax consequences. This tier gives you an advisor who runs the numbers before you make the call — not after you've already made it.
$525 /month
Or $425/month — Founding Member rate (limited spots)
Join at Founding Rate — $425/mo Start with the $99 Tax Review
Everything in The Compliance Partner, plus:
  • All Compliance Partner tier inclusions (monthly bookkeeping, P&L, quarterly advisory, tax planning)
Entity-Level Returns
  • One entity return (1120-S, 1065, etc.) plus Schedule K-1s
  • S-Corp reasonable compensation review and documentation
  • Distribution vs. payroll strategy
  • Annual financial statement preparation
Strategic Advisory
  • Ongoing strategic advisory: entity reviews, payroll strategy, QBID optimization, and exit readiness
  • Retirement plan design and recommendations
  • Payroll guidance and oversight
  • Monthly advisory touchpoints
  • Priority response on questions and IRS matters
Already have an S-Corp? Welcome. This tier is built for you. We'll review your reasonable comp, distribution strategy, and entity structure on the discovery call.
Special · Ministry

Ministry Rate

For clergy, ministry staff, and missionaries.
This is for you if… You carry the weight of ministry and money stress at the same time. The IRS wrote a special rulebook for clergy — dual tax status, housing allowance, self-employment tax on ministry income — and most tax software ignores half of it. Jerry has been bivocational for thirty-plus years. He doesn't just know the rules; he's lived inside them.
$35 /month · Founder rate
Standard rate $50/month — Ministry Rate held intentionally low
Join at Founding Rate — $35/mo Download the Free Clergy Guide First
Tax preparation at the Ministry Rate
  • Personal return (Form 1040), federal + 1 state + local
  • Schedule C for ministry-related self-employment income (honoraria, weddings, funerals)
  • Quarterly estimated tax calculations and reminders
  • Secure document portal & IRS notice handling
Clergy-Specific Tax Treatment
  • Housing allowance optimization — designation, substantiation, and exclusion
  • Dual-status clergy tax treatment (employee + self-employed)
  • SE tax strategy — including optional SECA exemption review
  • Ministry expense documentation and deduction review
  • Parsonage vs. housing allowance analysis
Ministry-Specific Planning
  • Quarterly clergy-specific tax planning calls
  • Bivocational income coordination (W-2 + self-employment + ministry)
Note on pricing: The Ministry Rate is priced below market by design. Ministry is hard work. Financial margin matters. This rate reflects a commitment, not a compromise on quality.
Side by Side

Full comparison.

Every tier, every feature, all in one place.

Feature Foundation Independent Compliance Partner Growth Partner Ministry Rate
Pricing
Standard monthly rate $65 $135 $225 $525 $50
Founding Member rate $40 $95 $175 $425 $35
Tax Preparation
Annual 1040 (federal + state + local) ✓ ✓ ✓ ✓ ✓
Schedule C (self-employment) or Schedule E (rental) — ✓ (one) ✓ ✓ ✓ (ministry)
Brokerage / 1099-B / crypto / HSA / mortgage docs — ✓ ✓ ✓ —
Entity return (1120-S / 1065) + K-1s — — — ✓ —
Prior-year return review (first year) ✓ ✓ ✓ ✓ ✓
Quarterly & Year-End Planning
Quarterly estimated tax calculations — ✓ ✓ ✓ ✓
Quarterly check-in / advisory calls — ✓ (4/yr) ✓ (4/yr) ✓ (Monthly) ✓ (4/yr)
Year-End AGI Review / planning call ✓ ✓ ✓ ✓ ✓
Bookkeeping & Advisory
Monthly bookkeeping + bank reconciliation — — ✓ ✓ —
Monthly P&L statements — — ✓ ✓ —
S-Corp reasonable comp review — — — ✓ —
Retirement plan design & payroll guidance — — — ✓ —
Clergy-Specific
Housing allowance optimization — — — — ✓
Dual-status clergy tax treatment — — — — ✓
SE / SECA tax strategy — — — — ✓
Support
Secure document portal (Intuit Link) ✓ ✓ ✓ ✓ ✓
Year-round questions answered ✓ ✓ ✓ ✓ (priority) ✓
IRS correspondence handling ✓ ✓ ✓ ✓ ✓
Not Ready to Subscribe?

Start with one step.

Both entry products are designed to be useful on their own — and natural on-ramps to a subscription if it's the right fit.

One-Time · 30-Min Zoom
$49

Tax Clarity Call

You have one specific question. This call gives you 30 minutes with Jerry — ask, get an honest answer, and leave with clarity. Plus a summary email within 24 hours so you have your answer in writing.

Learn More — $49
One-Time · 60-Min Call + Written Plan
$99

Tax Review

You want to know if you're doing this right. 60 minutes with Jerry on video, then a written one-page Tax Review Action Plan emailed within 48 hours — specific findings, specific recommendations, yours to keep.

Learn More — $99

Still not sure which tier fits?
That's what the free call is for.

15 minutes. Jerry will tell you honestly which tier makes sense — or whether you need a tier at all.

Book Your Free 15-Min Call