Tax pro support
Your questions go to a person who knows your books.
Real tax professionals who work with self-employed clients, available all year, not just in April.
Sherita Kittrell
CPA
Certified Public Accountant & Small Business Tax Strategist
Most tax help disappears after April.
"My accountant takes a week to reply."
And by then the decision has already been made.
"Every question feels like a new invoice."
So the small questions never get asked.
"I have to explain my business from scratch every time."
A new person means starting over.
How it works
Reach a tax pro when something comes up.
A deduction, a quarterly payment, a structure question.
They already have context.
Your tax pro works from the same books Sumly keeps for you, so you skip the backstory.
Get an answer you can act on.
Clear guidance on what to do next, from someone who works with self-employed clients every day.
Answers grounded in your actual numbers.
Advice is about your year, not a general rule. On Thrive, the same tax pro advises you all year and files your return.
Sherita Kittrell
CPA
Ken Kinsey
CPA
Brooke Capela
Tax Pro
Support by plan
| Plan | What is included |
|---|---|
| Strive | Email support |
| Thrive | A dedicated tax pro for your account, unlimited consultations and priority human support |
"Sumly went above and beyond answering my questions. I'm now a lifetime customer."
Strive includes email support. Thrive adds a dedicated tax pro, unlimited consultations and priority support. Anyone can book a free consultation before joining.
Compare plansCommon questions
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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