Services & Pricing

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

Four subscription tiers built for four kinds of people. The goal is self-selection — you should be able to find yourself in one of these descriptions before you ever talk to Jerry.

Clarity Foundation Growth Pastoral 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

Clarity

For individuals who just want taxes done right.
This is for you if… You're a W-2 employee — maybe with one side income or a small investment account. You don't have complicated finances. You just want a pro who files accurately, explains what happened, and is there if the IRS ever comes knocking.
$65 /month
Or $40/month — Founding Member rate (limited spots)
Get Started — Book a Call Try the $49 Tax Clarity Call First
Tax Preparation
  • Annual federal & state 1040 preparation
  • Standard complexity (W-2, interest, dividends, 1 rental or side income)
  • E-file & direct deposit setup
  • Prior-year return review (first year)
Ongoing Support
  • Secure document portal (Intuit Link)
  • One tax question answered per month — email or async response
  • IRS correspondence support — if a letter arrives, Jerry handles it
  • Withholding review (W-4 guidance to stop owing every year)
Not sure if this is the right tier? Start with the $49 Tax Clarity Call — a 30-minute Zoom where you can ask your questions, understand your situation, and decide if and how you want to move forward. No pressure. No pitch.
Tier 02

Foundation

For self-employed, freelancers, and side hustlers.
This is for you if… You work for yourself — even part-time. You have a Schedule C, 1099s, or a growing side income that doesn't feel so "side" anymore. You want someone who can handle the quarterly estimates, keep you from a surprise bill in April, and be available for real questions throughout the year.
$135 /month
Or $95/month — Founding Member rate (limited spots)
Get Started — Book a Call Try the $99 Tax Review First
Everything in Clarity, plus:
  • Annual 1040 + all Clarity tier inclusions
Self-Employment Tax
  • Schedule C preparation — all self-employment income and deductions
  • Quarterly estimated tax calculations (all four payments)
  • Quarterly reminders so you never miss a payment deadline
  • Home office, vehicle, and deduction review
Planning & Access
  • Year-end planning call — 30 minutes, November or December
  • Two tax questions per month (up from one)
  • S-Corp readiness assessment — know when it's time to make the switch
Wondering if you should be an S-Corp? Download the free S-Corp checklist, or grab the $99 Tax Review — you'll walk away with a written action plan including a specific S-Corp recommendation for your situation.
Tier 03 · Most Comprehensive

Growth

For small business owners who need more than tax prep.
This is for you if… You're running a real business — an LLC, S-Corp, or established sole proprietorship with employees or contractors. The books feel behind, the liability feels uncertain, and you're tired of showing up to tax season surprised. You need a pro in your corner all year, not just in April.
$525 /month
Or $425/month — Founding Member rate (limited spots)
Get Started — Book a Call Start with the $99 Tax Review
Everything in Foundation, plus:
  • All Foundation tier inclusions (Sch. C, quarterly estimates, year-end call)
Bookkeeping (Monthly)
  • Monthly QuickBooks Online bookkeeping — categorized, reconciled, current
  • Monthly P&L and balance sheet — know where you stand
  • Bank and credit card reconciliation
Business Tax Strategy
  • S-Corp or LLC tax return preparation (1120-S or 1065)
  • Reasonable compensation review and documentation
  • Distribution vs. payroll strategy
  • Quarterly check-in calls (4 per year, 30 min each)
Already have an S-Corp? The $497 S-Corp Owner's Playbook course covers the mechanics of reasonable comp, payroll setup, and distributions in depth — available soon as an add-on resource.
Tier 04

Pastoral

For clergy and bivocational ministers.
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 years. He doesn't just know the rules; he's lived inside them.
$50 /month
Or $35/month — Founding Member rate (limited spots)
Get Started — Book a Call Download the Free Clergy Guide First
Everything in Foundation, plus:
  • All Foundation tier inclusions at the Ministry Rate
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
Ministry-Specific Planning
  • Quarterly clergy-specific tax planning calls
  • Bivocational income coordination (W-2 + self-employment + ministry)
  • Parsonage vs. housing allowance analysis
Note on pricing: The Pastoral tier is priced below market rate 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 Clarity Foundation Growth Pastoral
Pricing
Standard monthly rate $65 $135 $525 $50
Founding Member rate $40 $95 $425 $35
Tax Preparation
Annual 1040 (federal + state) ✓ ✓ ✓ ✓
Schedule C (self-employment) — ✓ ✓ ✓
S-Corp / LLC return (1120-S / 1065) — — ✓ —
Prior-year return review ✓ ✓ ✓ ✓
Quarterly Planning
Quarterly estimated tax calculations — ✓ ✓ ✓
Quarterly check-in / planning calls — — ✓ (4/yr) ✓ (4/yr)
Year-end planning call — ✓ ✓ ✓
Bookkeeping
Monthly QBO bookkeeping — — ✓ —
Monthly P&L + Balance Sheet — — ✓ —
Clergy-Specific
Housing allowance optimization — — — ✓
Dual-status clergy tax treatment — — — ✓
SE tax strategy (SECA) — — — ✓
Support
Secure document portal (Intuit Link) ✓ ✓ ✓ ✓
Tax questions per month 1 2 Unlimited 2
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 questions. You're not sure where to start. This call gives you 30 minutes with Jerry — ask anything, get honest answers, and leave with clarity about your tax situation and your next right step. No pressure to buy anything else.

Book Your Clarity Call
One-Time · Async Review
$99

Tax Review Action Plan

You want to know if you're doing this right. Upload your documents, Jerry reviews them, and delivers a written Tax Review Action Plan — specific findings, specific recommendations, and a clear picture of what to do next. Delivered within 5 business days.

Request Your Tax Review

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