Some taxes are simple.
Some aren't.
You shouldn't pay as if they're all the same.
A straightforward tax return shouldn't come with a complicated price.
And when your tax situation really is complicated, you shouldn't have to settle for straightforward help.
That's why PRISM prices the work according to the work.
- Starting at $175
- Starting at $150
- Free
Tell us what you're dealing with. We'll tell you what it takes.
Just need your taxes done?
Starting at $175
Start with a free consultation. We'll confirm the scope and price before work begins.
Good.
Not everybody needs a projection, a model, or a strategy session.
Sometimes you have a W-2, a state return, and a tax deadline.
We prepare those returns too.
For qualifying straightforward individual returns, preparation starts at $175.
If there's more to the return — self-employment, investments, capital gains, multiple states, retirement income, equity compensation, prior-year filings, amendments, or something else — we'll price the additional work according to what's required.
Simple stays simple. Complexity gets the attention it deserves.
Situations PRISM prepares
- Straightforward W-2 returns
- Self-employment
- Investments & capital gains
- Retirement income
- Multi-state returns
- Equity compensation
- Prior-year & amended returns
Among others — this list isn't exhaustive.
Have a question before you have a return?
Starting at $150
- What happens if I sell?
- Am I withholding enough?
- How much should I set aside?
- What happens if I move?
- What does this distribution change?
Taxes get expensive when you discover the question after the decision.
Sometimes one good calculation before you act is worth far more than another explanation after the year is over.
PRISM planning starts at $150 for focused tax questions and projections.
Planning may include areas such as:
- Withholding reviews
- Estimated tax payments
- Self-employment questions
- Investment or capital-gain events
- Retirement distributions
- Moves between states
- Focused tax projections
- Other tax-sensitive financial decisions
Bring us the decision before it becomes history.
Your initial consultation is free.
What if it really is complicated?
This is why the word Intelligence is in our name.
When one decision touches several variables — tax years, states, investments, equity compensation, capital gains, timing, or cash flow — PRISM can go deeper.
We can model alternatives, identify the tax drivers that matter, and show how potential outcomes change when the assumptions change.
Not because everybody needs it. Because when you do, it's already here.
More involved planning, multi-scenario analysis, and complex decision-support work is scoped individually after we understand the situation.
Start with a free consultation.
Want to do it yourself?
Absolutely.
Not every tax question requires hiring a tax professional.
PRISM's self-service tools are designed for people who want to explore scenarios, organize information, and better understand potential tax consequences themselves.
Self-service plans and pricing
Free Explorer
People discovering whether PRISM is right for them.
Understand the tax and financial consequences of an important financial decision before acting.
Explore PRISM using a limited number of Scenario Analyses, one Saved Workspace, and one Decision Record to experience how financial planning works.
Resource limits
- 5 Scenario Analyses
- 1 Saved Workspace
- 1 Decision Record (read-only)
- Cross-device sync
PRISM Pro
Most PopularBuild, revisit, and refine your financial planning throughout the year.
- $390 billed annually.
- Renews annually unless cancelled before renewal.
- Cancel future renewal anytime. Your Pro access continues through your current annual term.
Individuals who want an ongoing financial planning workspace.
PRISM Pro is designed for people making multiple important financial decisions — not just one.
Includes
- Compare scenarios before committing.
- Preserve planning over time.
- Track how important decisions evolve.
- Organize important planning in one place.
- Return whenever your situation changes.
Resource limits
- 25 Scenario Analyses per month
- 10 Saved Workspaces
- 25 Decision Records
- Decision Record editing
- Decision Record history
- Multi-year planning
- Exports
Billing opens soon. Explore PRISM today.
PRISM Professional
CPAs, EAs, CFPs, advisors, and firms.
Manage planning across multiple clients using collaboration, practice workflow, and higher planning capacity.
Professional is currently in development.
Preview
- Multi-client planning
- Collaboration
- Team workflow
- Practice management
- Higher planning capacity
$175. $150. Or something more involved.
That's why we talk first.
You don't need to figure out which PRISM service you need.
You don't need to know which forms apply.
You don't need to decide whether your situation is "complex enough."
That's our job.
- 1.Tell us what's going on
- 2.We'll explain what the work requires and what it costs
- 3.You decide
A straightforward return shouldn't be priced like a complicated one. And a complicated situation shouldn't be treated like it's straightforward.
That's why PRISM doesn't force every client into the same service.
- Need your return prepared?
- We'll prepare it.
- Have a focused tax question?
- Start with planning.
- Facing a decision with several moving parts?
- We can go deeper.
- Want to explore independently?
- Use PRISM yourself.
The sophistication is there when you need it. Not added when you don't.
Frequently asked questions
Not sure where your situation fits?
That's what the introductory call is for.
Tell us what's happening. We'll help determine what kind of work may be needed before you commit to anything.
Introductory consultations are free.
Your taxes will change.
- First job.
- A side business.
- Marriage.
- A home.
- Investments.
- A move.
- A family.
- A company.
- Retirement.
Eventually, what used to take twenty minutes can start raising questions you didn't know you needed to ask.
You shouldn't have to find a new tax relationship every time life gets more complicated.
From your first return to your family's last, PRISM is built to grow with you.
One platform, multiple service layers. PRISM Tax Intelligence is a professional tax practice that also builds decision-support software. Within these public tools, the Decision Record is the unit of value users own, and self-serve modeling is the baseline way the tools are used. Paid Review (Standard or Priority) is an additional workflow layer for scenarios that need escalation, completion support, or reviewer processing. The presence of paid review does not turn a public tool session into an individualized professional engagement; professional services are engaged separately.