Pricing
Choose Branch for essential CRM and organization, Oak for deeper financial workflows, or Redwood for guided setup and implementation.
Essential software, templates, and organization tools you can manage yourself.
Branch
$1USD
Price for one year.
The foundation for tracking business money, records, invoices, and deadlines.
Best for People who need a clear system for essential business records and follow-ups.
Includes
Outcome Move your essential business records out of scattered tools and into one organized system.
Branch
$199USD
Price for one year.
A financial workspace built around client work, invoices, expenses, and tax readiness.
Best for Freelancers, consultants, and independent service professionals.
Includes everything in Business Organizer, plus
Outcome Move from basic organization to a functioning finance desk for a client-based business.
Branch
$299USD
Price for one year.
A guided structure for establishing the financial and administrative foundations of a business.
Best for First-time business owners and people building proper financial processes.
Includes everything in Freelancer Finance Desk, plus
Outcome Build a cleaner operating structure instead of improvising your records as the business grows.
Deeper financial workflows, tax-ready records, reporting, and business-wide visibility.
Oak
$399USD
Price for one year.
An expanded workflow for financial record organization, document collection, review, and accountant handoff.
Best for Business owners who want cleaner year-round records and stronger tax preparation.
Includes
Outcome Reduce the last-minute scramble by organizing records before important deadlines arrive.
Oak
$499USD
Price for one year.
The complete workspace across money, invoices, documents, clients, tasks, workflows, and reports.
Best for Business owners who want the most complete software-first setup.
Includes
Outcome Run the financial and administrative side of your business from one operating system.
Guided onboarding, configuration, record organization, and implementation assistance.
Redwood
$699USD
Price for one year.
A personalized setup with direct implementation assistance.
Best for Business owners who want software plus guided implementation.
Includes everything in Business Operations Pro, plus
Outcome Receive more than software access. Get help turning your records and responsibilities into a working financial system.
Recommended for growing independent businesses that want hands-on setup help without outsourcing day-to-day operations.
Redwood
$999USD
Price for one year.
A high-touch implementation configured around how you manage clients, invoices, records, recurring work, and professional review.
Best for Business owners who want the most complete implementation.
Includes everything in Finance Concierge, plus
Outcome Build a complete operating workspace with guided implementation rather than starting from an empty system.
Branch
Essential software, templates, and organization tools you can manage yourself.
Oak
Deeper financial workflows, tax-ready records, reporting, and business-wide visibility.
Redwood
Guided onboarding, configuration, record organization, and implementation assistance.
Choose the plans that match how much you want to organize yourself and how much setup help you want from the platform.
Branch
Business Organizer, Freelancer Finance Desk, Business Setup System
Best when you want software, templates, and a structured setup path you manage yourself.
Oak
Tax-Ready Business, Business Operations Pro
Best when you need deeper records, reporting, tax-readiness workflows, and business-wide visibility.
Redwood
Finance Concierge, Complete Business Back Office
Best when you want onboarding, configuration, record organization, and implementation assistance.
Business Organizer
Branch
$1
Per year
People who need a clear system for essential business records and follow-ups.
Start with Business OrganizerFinance Concierge
Redwood
$699
Per year
Business owners who want software plus guided implementation.
RecommendedStart Guided SetupBranch
Essential software, templates, and organization tools you can manage yourself.
Oak
Deeper financial workflows, tax-ready records, reporting, and business-wide visibility.
Redwood
Guided onboarding, configuration, record organization, and implementation assistance.
Managed service
Transparent, flat-rate pricing for every personal tax situation. Expert review is included.
Empire tax experts prepare and review each return based on the selected tax situation and the information provided by the customer.
Individual Taxes is a separately purchased managed service. It is not part of the software plans above and is not included in any plan entitlement.
Simple, W-2
$99One-time
Perfect for straightforward individual tax returns with employment income and the standard deduction.
Itemized and Family
$199One-time
For homeowners, families, and individuals who need to claim itemized deductions or household-related credits.
Freelance and Crypto
$299One-time
For freelancers, independent contractors, and individuals reporting business or cryptocurrency activity.
Rental and Investments
$399One-time
For property owners, investors, partners, and individuals with more involved investment income.
Complete Package
$499One-time
The most comprehensive option for multi-state, equity, foreign-account, and complex individual tax situations.
State return coverage is one state for Simple through Rental. Complete includes multi-state filings.
| Coverage | Simple$99 | Complete$499 |
|---|---|---|
| Federal return | Included | Included |
| State return | Included | Included |
| W-2 income | Included | Included |
| Itemized deductions | Not included | Included |
| Child and dependent credits | Not included | Included |
| Interest and dividends | Not included | Included |
| HSA contributions | Not included | Included |
| 1099 income | Not included | Included |
| Business expenses | Not included | Included |
| Cryptocurrency activity | Not included | Included |
| Home-office deduction | Not included | Included |
| Rental income | Not included | Included |
| K-1 income | Not included | Included |
| Stock and equity activity | Not included | Included |
| Capital gains and losses | Not included | Included |
| Multi-state filing | Not included | Included |
| Foreign bank account reporting | Not included | Where applicable |
| Tax planning | Not included | Included |
| Dedicated tax strategy advisor | Not included | Included |
Self-serve plans give you the software, templates, and structure to build the workspace yourself. Guided plans add implementation: onboarding, configuration, record organization, and workflow setup performed with you.
The CRM and implementation services organize clients, engagements, invoices, financial records, workflows, documents, and tax-readiness activity. They do not automatically include tax preparation, filing, legal advice, or financial advice. Individual Taxes is a separately purchased managed service with the inclusions stated for the selected tax package.
Plan prices shown above are for one year. Prices and included services are presented clearly before checkout. Taxes, renewal terms, delivery scope, and any applicable limitations are displayed using the approved commercial terms.