Is tax filing included in my membership?

No. Filing is a one-time annual service priced separately, from $499 for a Schedule C return, with federal and state included. You can add it to any membership.

Do you file state returns?

Yes. Your tax pro prepares both, and your state return is included in the price.

When are returns due?

Personal returns, including Schedule C, are due April 15. S-corp returns on Form 1120-S are due March 15 for calendar-year businesses.

I have more than one business, or a complicated year. Can you help?

Yes. Multi-entity and complex returns are quoted individually. Book a free consultation and we will scope it with you.

Who are the tax pros?

CPAs and experienced tax professionals who work with self-employed clients. Meet some of them on our tax pros page.

Tax filing

Your return, filed by someone who understands your business.

A real tax pro prepares and files your federal and state return, working from books Sumly kept all year.

Start free trial Book a free consultation

Sherita Kittrell

CPA · Your tax pro

2026 return

Federal and state, filed

Form 1040 with Schedule CPrepared

State returnIncluded

E-signatureReady for you

Nothing to reconstruct.

April should not mean rebuilding your year.

"I spend a weekend digging up receipts."

Statements exported, a spreadsheet built, then handed to someone who asks for more.

"My accountant doesn't get what I do."

A CPA can't deduct what they don't understand, and consulting expenses are easy to miss.

"Filing alone costs more than my software."

Hiring an accountant just to file often runs $750 to $2,500 or more.

How it works

Your books are already done.

Expenses are categorized and reviewed through the year, so there is nothing to reconstruct.

Your tax pro prepares the return.

Form 1040 with Schedule C, or Form 1120-S for S-corps, federal and state.

Review and sign.

Your tax pro reviews the finished return, then sends it to you to e-sign in the secure Sumly portal. Every question goes to a person.

The same person all year.

Thrive members are filed by their dedicated tax pro, the same person advising them all year. No handoff, no starting over in April.

One price, once a year

Tax filing is priced separately from your membership because it is a one-time annual service. It is available with any membership, and your state return is included.

Return type	Price
Schedule C (sole proprietor)	$499
S-corp (Form 1120-S plus personal 1040)	$699
Multi-entity or complex	Contact us for a quote

Sherita Kittrell

CPA

Ken Kinsey

CPA

Brooke Capela

Tax Pro

Meet our tax pros

"Sumly helped me uncover opportunities to maximize my refund. Way easier than my usual filing process."

Noah Obstfeld, Events Manager and Creator$1,295 saved

Filing is an add-on for Strive and Thrive. Strive and Thrive keep your books current all year, so your return starts from finished numbers. Thrive adds a dedicated tax pro who files for you.

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Common questions

Quarterly tax payments

Pay the right amount during the year so April holds no surprise.

Tax pro support

Questions answered all year, not just at filing time.

Hand off your return this year.

Talk to a real person about your situation, with no commitment.

Book a free consultation

Tax tips, gently delivered.

A short email when something is worth knowing. Deadlines, deductions, and the occasional pep talk for your business.

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