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.
Just tax filing - $99 billed yearly
If you’re looking to file with Keeper but don’t need to track business deductions, this plan is for you! It’s designed for those with W-2 income or other sources of income such as investments, interest, or dividends. It's also suitable for those who don’t have income but need to claim certain tax credits.
Tip: Self-employed? We recommend one of our other yearly plans to track and claim your business deductions for maximum tax savings!
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, and personalized support for complex tax scenarios. Premium subscribers get direct access to our team of tax experts to manage these situations!
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: We can amend your tax return for a variety of different situations, such as if you overlooked income or forgot to claim a credit. Our Premium plan covers amendments for returns from 2021 onwards.
- Quarterly Tax Preparation: We assist you in calculating and preparing your taxes for each quarterly deadline.
- Prior Year Returns: In addition to your current year return, we assist with preparing and filing one return for a previous year (2021 onwards).
- Audit protection: In the event of an audit, we’ll help you get to a resolution with the IRS, providing full representation if necessary and supporting you in abating any penalties incurred.
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 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
- Estate accounting
- Foreign taxes (digital nomad and expat)
- Business formation (S-Corp or Partnership)
- Issuing 1099s
- 1:1 call with an accountant
- Bookkeeping services, including P&L, cash flow, and balance sheets
You can find more details on our add-ons and pricing here: https://www.keepertax.com/consultation-with-a-tax-pro