Keeper offers flexible subscription options to meet a variety of tax needs. Here's an overview of the available plans:
Only deductions - $20 billed monthly
This subscription includes access to the app and all of the expense-tracking features Keeper has to offer. You can request an export of the deductions you tracked throughout the year wherever you are ready to file taxes. Note: This plan does not include tax filing with Keeper.
Filing + deductions - $199 billed yearly
This subscription includes everything in the Only deductions subscription, plus the ability to file your taxes with us at no extra cost. It ensures that all of your deductions are automatically secured on your return!
Premium - $399 billed yearly
This subscription includes all features of the Filing + deductions plan, plus additional services such as filing amendments, handling prior year returns, quarterly tax assistance, complimentary one-on-one quarterly calls with our tax experts, and personalized support for complex tax scenarios.
More about Keeper's Premium subscription
What’s included?
If your tax situation isn't supported by traditional tax software, Keeper's Premium plan can provide you with access to a tax professional who can assist you with:
- Complex Tax Returns: If you have Schedule K-1s, rental income, and other complex tax scenarios related to sole proprietorships.
- Amendments: Keeper can help you amend your return for situations such as correcting overlooked income or claiming missed credits. To get started, go to File Taxes, select the tax year you’d like to amend, and choose Amend a Return under Other Available Services.
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Quarterly Tax Assistance: We can help you calculate your estimated taxes for each quarterly deadline and provide guidance on when and how to make your payments. If you’re a Premium subscriber, you can also schedule your federal quarterly tax payments for the current year when you file your return, so you don’t have to remember to make each payment manually.
Already filed your current-year return? No problem—you can still schedule any remaining federal quarterly tax payments for the year at any time. Just go to File Taxes > Other Available Services > Schedule Quarterly Payments.
If you filed your return with Keeper, we’ll use the information from your Keeper-filed return to calculate your payments. If you didn’t file with Keeper, we’ll ask you to provide three lines from your prior-year Form 1040 or upload a PDF of your return.
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Prior Year Returns: In addition to your current-year return, Keeper can help you file prior-year returns for 2022–2025 directly through the Keeper app.
The Premium plan includes prior-year tax filing support for returns up to 5 years back. If you need to file a return that’s older than the years covered by Premium, our team can still help. Simply reach out to us, and we’ll be happy to assist.
Please note that older returns not covered by Premium are subject to an additional $200 fee per return.
- Audit Resolution Support: In the event of an audit, we’ll help you get to a resolution with the IRS, providing audit resolution support if necessary and supporting you in abating any penalties incurred.
- 1:1 Consultation Call with a Tax Pro: As a Premium user, you’ll get a free 1:1 consultation with your tax expert every quarter. You can easily book your call through the Tax Pro section of your online dashboard or the File Taxes tab in the app.
What’s not included?
The Premium Plan covers nearly all tax situations, but there are a few exceptions. It does not include filing S-Corp or partnership taxes, expat taxes, or additional bookkeeping services like preparing P&L statements. If your needs fall outside the scope of this plan, we recommend exploring our add-on services, which offer support for a variety of tax scenarios.
Important note: We don't offer financial guarantees on your refund amount, meaning we're not responsible for covering any discrepancies if you're audited due to an unintentional error in your reporting.
We work diligently with the information you provide, carefully requesting all the necessary details to calculate and prepare each return accurately.
How do you sign up?
If you're a current Keeper user, you can upgrade to the Premium subscription from the 'Manage subscription' settings in the Keeper app. If you don't see the premium option or didn't get a prompt to sign up for Premium during registration, just let us know, and we'll quickly assist you in getting started.
Keeper's Business Plan and Add-on Services
Keeper has expanded its services to offer personalized support for a wider range of business tax needs. These services include, but are not limited to:
- S-Corp and partnership tax filings
- Foreign taxes (digital nomad and expat)
- S-Corp formation
- Issuing 1099s
- 1:1 call with an accountant
- Bookkeeping services, such as P&L preparation
For a full breakdown of our add-ons and pricing, visit the Keeper Business Plan and Add-On Services article.