Keeper offers 3 different subscriptions
Monthly - $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.
Annual - $192 billed yearly
This subscription includes everything in the monthly package, plus the ability to file your taxes with us at no extra cost. It ensures that all of your tax breaks are automatically secured on your return!
Please note, while this plan isn't billed monthly, it breaks down to just $16 per month (totaling $192 per year). This is cheaper than the $20 per month plan, making it the best value if you plan to use Keeper year-round for expense tracking.
Premium - $396 billed yearly
This subscription includes all features of the Annual 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 K1s, foreign income, rental income and most 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 almost everything, with a few exceptions. If we can't assist you, we'll provide a full refund, no questions asked!
Please note that we currently can't support filing for multi-member LLCs and partnerships. Additionally, 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.