Simple pricing for getting caught up
CPAs surcharge an average of $166 for disorganized files, and charge ~$377 retainers for prior-year returns. Getting organized first is the cheapest tax move you can make.
Free
$0 forever
- ✓Document checklist for one tax year
- ✓Sort my downloads (on your computer)
- ✓IRS transcript walkthrough
- ✓All seven languages
Core
$99 per year
- ✓Everything in Free
- ✓Secure vault with required MFA
- ✓Unlimited accounts & unlimited documents
- ✓Current year + 2 back years
- ✓Duplicate-proof uploads (SHA-256)
- ✓Tamper-proof audit trail
Core renews automatically at $99/year until you cancel. Cancel anytime online — no calls, no hoops.
Complete Catch-Up
$299 one-time
- ✓Everything in Core
- ✓Every back year, 2019–2025
- ✓Email-in document ingest
- ✓CPA-handoff export package
- ✓Tax relief firms charge $375 just to tell you what's missing. CaughtUp shows you.
Complete Catch-Up includes a 14-day money-back guarantee.
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