Keeper’s Expert Plan and Add-On Services

Running a business comes with unique tax responsibilities, and no two businesses have the exact same needs. That’s why Keeper offers flexible support—ranging from individual add-on services you can purchase as needed, to comprehensive plans designed for S-Corp or Partnership owners who want everything handled from start to finish.

With Keeper, you have the freedom to stay on a lower-cost plan and pay for services à la carte, or you can upgrade to the Expert Plan for bundled, full-service support at a better value. Either way, you’ll work with experienced tax professionals who ensure your filings are accurate, timely, and tailored to your business.


Full-Service Tax Support for S-Corp or Partnership Owners

If you’re running an S-Corp, your tax needs are more complex than those of a sole proprietor. Keeper offers flexible subscription plans and add-on services designed to simplify compliance, reduce stress, and save you time. Whether you want to stick with a personal tax filing plan and purchase services individually, or upgrade to the Expert Plan for full-service support, Keeper has you covered.

Operating as an S-Corp

Choosing S-Corp taxation comes with added administrative requirements, such as:

  • Setting and paying yourself a “reasonable salary”
  • Filing Form 941 quarterly (employment tax)
  • Filing Form 940 annually (unemployment tax)
  • Issuing and filing your own W-2 with the IRS
  • Tracking business expenses
  • Filing your S-Corp tax return (Form 1120-S) by March 15 each year

Keeper’s tax experts can handle all of these requirements for you—or only the parts where you’d like extra support.

Setting Up an LLC

If you do not already have an LLC and are interested in an S-Corp election, we recommend using Swyftfilings.com to establish an LLC. You’ll receive a 10% discount if you use this link

Expert Plan Add-on – $750/year (Premium plan required)

Our Expert Plan Add-on is the most cost-effective way for a tax expert to prepare and file both your business (S-Corp/partnership) and personal tax returns. With this add-on, you get:

  • Preparing and filing Form 2553 (S-Corp election)
  • S-Corp or Partnership tax return preparation & filing (up to 5 members)
  • Automatic business expense tracking
  • Federal and state individual tax prep & filing
  • Quarterly estimated tax guidance
  • Audit protection & support
  • Year-round tax advice via Ask chat
  • One 1:1 call per quarter with your assigned expert

By upgrading to the Expert Plan, you get a bundled deal that’s more cost-effective than purchasing services individually.

Keeper’s Add-On Services

You have the option to purchase services à la carte. Keeper’s add-ons cover specialized and advanced tax needs, including:

  • S Corporation and Partnership tax filing (Forms 1120-S, 1065)
  • S-Corp Election assistance
  • Multi-state tax filings (2+ states)
  • Foreign tax scenarios (Dual Status Returns and FEIE)
  • Profit and Loss Statements
  • Tax planning guidance
  • Issuing 1099s
  • 1:1 accountant consultations
  •  And more!

These services are available for an additional fee and are still far more affordable than traditional accounting firms. 

How Keeper’s Add-On Services Work

When you request add-on services, you’ll be matched with a dedicated tax expert who will prepare your filings and guide you through the process. We’ll ensure that your K-1 income and other business details flow seamlessly into your personal 1040 return—keeping everything accurate and consistent.

Important Considerations

If you need to:

  • Form an S-Corp or partnership
  • File an S-Corp or partnership return (1120-S or 1065)
  • Issue 1099s
  • Schedule a 1:1 accountant call

…it’s best to complete these steps before submitting your personal 1040 return. Doing so ensures that your personal filing reflects the most accurate and complete picture, avoiding delays or amendments later.

Add-on Services Pricing

In addition to what’s included with your subscription, Keeper also offers human-based add-on services for more complex tax needs. Pricing depends on the specific service requested and may vary based on the complexity of your situation. Below is a general guide to our standard pricing, but for an exact quote, we recommend reaching out to us directly.

Service

Price

Partnership or S-Corp Return

$750

S-Corp Election (Form 2553 + Call/Advice)

Included in Expert Plan Add-on or

 $75 for Form 2553 + Premium plan for the call

Employment Form 941 (quarterly)

$50 (with return) / $65 (without return)

Annual Form 940

$65

Filing & Issuing W-2

$75

1099s

$50 per client setup + $35 per form issued

FBAR/FinCen Reporting

$125 + $18 per account (after 10 accounts)

Form 8938

$50

Form 966 + Revocation

$125

Profit & Loss (P&L) Statement

$200

Business Bank Statement Bookkeeping

$200

Dual Status Returns (1040 + 1040NR)

Premium plan + $350

Form 1040 with Schedule C (gross earnings > $1 million)

Premium plan + $200

Form 1040NR Return

$350

Additional Tax Pro Call for Premium Subscribers

$60

Form 1041 Trust or Estate Return

$375

Foreign Earned Income Exclusion (FEIE)

Premium plan + $125

Form 990 (Non-Profit Return)

$375

Reasonable Salary Analysis

$150

Estimated Tax Liability Analysis

$200

Take the Stress Out of Tax Season

Whether you want to keep things simple with add-on services or upgrade to Expert for an all-in-one solution, Keeper makes managing your taxes easier, more affordable, and far less stressful.

Reach out today to get started—and let Keeper’s tax experts handle the hard parts for you!