Our Services and Pricing
BASIC - Tax Client Electronic Questionnaire/Organizer
Web Transmitted, Encrypted & Cloud Stored
Used by tax accountants, CPAs, and Enrolled Agents to support the information provided in the Tax Organizer, worksheets for Schedule C - Business Worksheet, Schedule E - Worksheet for Rental Property, and Schedule F - Worksheet for Farming are automatically emailed to the client to complete for details about those activities. ___________________________________________ Cost
Cognito Subscription $ 35/mo. (not required if subscription is already in place)
Basic Service $ 65/mo.
PLUS Worksheet(s) $10/worksheet/mo.
Total $110 to $130/mo. based on 1, 2, or 3 worksheets
(12-month contract required)
BASIC PLUS - Tax Client Electronic Worksheets
Web Transmitted, Encrypted & Cloud Stored
Used by tax accountants, CPAs, and Enrolled Agents to improve data collection. Setup to gather client information, including banking, dependents, income, and deductions, etc. Includes an engagement agreement and signatures. Client can upload documents and the IRS forms they receive for their tax year activities. Client submits and data is stored in encrypted format in Cognito cloud data center. __________________________________________ Cost Cognito Subscription $ 35/mo. (not required if subscription is already in place)
Basic Service $ 65/mo.
Total $100/mo.
(12-month contract required)
CUSTOM - Electronic Forms
Web Transmitted, Encrypted & Cloud Stored
Used by tax accountants, CPAs, and enrolled agents to create custom forms supporting a variety of data needs, such as client onboarding information, stand-alone engagement agreements, client feedback, or other information like estate planning, trust tax returns, etc. The possibilities are endless…
_________________________________________________ Cost
Cognito Subscription $35/mo. (not required if subscription already in place)
$40/hour
Simple —- Short Form $40 typical Intermediate —- Medium Form $120 typical Complex —- Long Form $360+ typical
Total $ varies with complexity and logic
(contract is job specific/work order)
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