Tax services, built for the AI age.
Subscription tax service for the day-to-day. Project-based services for the bigger moves. Everything signed by a licensed CPA. No hourly billing, ever.
What's in the subscription.
Every Vega plan includes these four services. The tier you pick determines complexity coverage and how many entities you can run.
Annual tax return preparation
Federal 1040 + applicable state returns. Entity returns (1120-S, 1065, Schedule C). Reviewed and signed by a licensed CPA.
Year-round tax advisory
Proactive planning that updates as your year unfolds. Tax Strategy Map identifies strategies that may apply. CPA confirms.
Quarterly tax projections
We tell you what you'll owe in November, not April. Adjustments to estimated payments before deadlines, not after.
Always-on AI chat with CPA review
Ask anything any time. AI answers immediately and tags material questions for your CPA to review and confirm.
Add-on services.
Project-based services for the bigger moves. Subscribers get priority scheduling and bundled pricing. Each engagement is a fixed quote agreed in writing.
Entity formation
LLC, S-Corp, C-Corp setup with state filing. Includes EIN, operating agreement, and S-Corp election where applicable. Common onboarding add-on.
R&D Tax Credit study
Identify qualified research activities, calculate the credit, prepare the documentation pack (sprint logs, git commits, payroll attribution). OBBBA expanded the payroll-tax credit ceiling to $500,000 for early-stage companies.
Cost segregation coordination
Reclassify components of real estate into shorter recovery periods to accelerate depreciation. We coordinate with engineering partners and integrate the results into your return.
Multi-state nexus review
Identify where your business has tax nexus, what filings are required, and where you may have exposure. Critical for digital businesses and remote teams.
1031 exchange coordination
Tight 45/180-day windows. We coordinate with your QI, identify replacement properties, and ensure compliant documentation. DST backup option available.
Bookkeeping
Monthly P&L, bank and credit card reconciliation, year-end packet. Tax-aware coding so the books line up with your filing. QuickBooks integration.
IRS representation
Audit defense, notice response, levy and lien release, Offer in Compromise negotiation. Your CPA files Form 2848 and handles the matter directly.
Estate and trust returns
Form 1041 preparation for trusts and estates. Coordination with your estate attorney where applicable.
We partner where partnering wins.
Payroll, sales tax, and similar commodity rails are best-in-class at specialist providers. We white-label them so you get a single bill and one accountable team — without paying us to reinvent solved problems.
| Service | Partner | Price |
|---|---|---|
| Payroll | Gusto | $99/mo per company |
| Sales tax compliance | Avalara / TaxJar | $99 to $499/mo |
| Bank and brokerage data | Plaid | included |
| E-signature | DocuSign / HelloSign | included |
| Cost segregation engineering | Specialist partners | see add-on |
Want a Free Tax Strategy Map?
Upload your prior return + answer 5 quick questions. We'll email you a one-page map of strategies that may apply, with range-bound estimates. No call required.
Get on the early-access listThe Free Strategy Map launches with Phase 1. Get on the list now and we'll deliver yours the day it goes live.