Yes, tax filing is available exclusively to Carry members. If you’re already a member, you can add it to your plan at any time. Pricing starts at $999 and varies based on the complexity of your return.
Tax Filing
Tax filing for you and your business, all on Carry
File taxes for yourself and your business, all in one place. Your Carry activity, including contributions and portfolio activity, can be automatically shared with your tax pro for a streamlined tax filing experience.
Tax filing that talks to your finances
Every move you make on Carry, whether it’s a contribution, conversion, or investment, can be securely shared with your tax pro. That means less context to explain, fewer documents to chase, and a tax season you can approach with confidence.
Support for both personal and business filing
From side hustles to full-time businesses—sole props, LLCs, S-Corps, partnerships—your pros file it all in one coordinated service. No more juggling multiple preparers or worrying about whether your personal and business returns are properly aligned.
Get started in just a couple steps:
01
Answer a few questions
Use our guided flow to tell us about your income, deductions, business structure, and more. Share your documents securely— no digging through paperwork.
02
Get matched with a tax pro
You’ll be paired with a tax professional from one of our partner firms who understands your financial situation and will reach out directly to guide you through the process.
03
Prepare, review, and file
Your tax pro will prepare your full return and send it to you to review. Once you give the go-ahead, they’ll file it with the IRS.
04
Stay in the loop
Get updates on your return status and access your completed tax documents when you need them. Everything organized and accessible for your records.
Transparent pricing, tailored to your situation
Filing starts at $999, and is based on how complex your return is. For most business owners, it’s also a deductible expense.
Tax planning services on Carry are offered by independent third-party firms, not Carry or it’s affiliates. Carry does not provide tax advice. Terms apply.
Choose your Carry membership
Core
$29 /month
or $299/year
Solo 401k, IRAs, and Taxable Brokerage accounts
Invest in equities including stocks, ETFs, and mutual funds
Access to managed investments including Smart Yield and Roboadvisor
Add on tax filing, tax planning, bookkeeping, and financial planning for an additional fee
Full access to 20+ courses
Pro
$49 /month
or $499/year
Everything on Core, plus:
Invest in Crypto in your Traditional or Roth IRA
Access to Alternative investments in your Solo 401k, Roth IRA, or Traditional IRA
Advanced Solo 401k support including EACA credit filing
Questions before joining?
Do I need to be a Carry member to get access to tax filing?
Is tax filing included in my Carry membership?
No, tax filing is not included by default. It’s available as a separate add-on for both Core and Pro members, and can be purchased anytime from the Plan tab. All tax services are provided under a separate agreement between you and your tax pro.
How do I know if I’m eligible?
After you complete an intake questionnaire, we’ll confirm whether your tax situation is supported by our partners and match you with the right filing experience.
What if my taxes are more complicated?
No problem. Our partnered pros support complex tax situations, including multi-state filings, foreign income, K-1s, and more. You’ll be matched with a tax professional who has experience handling more advanced returns.
How does Carry share my tax info?
Most actions you take on Carry—like contributions to a Solo 401k or IRA—can be automatically shared with your tax preparer (with your permission), so you don’t need to upload forms or chase down documents.
Who prepares my return?
A licensed tax professional from our network prepares and files your return. We assign which partner based on your specific tax situation. Currently we’ve partnered with two firms, April Tax Solutions Inc. and Online Taxman LLC. Neither Carry or its affiliates provide tax prep or filing services. Carry does not provide tax advice.
What types of returns do you support?
Our partners support both personal and business tax returns—including sole proprietors, LLCs, S-Corps, partnerships, and C-Corps. They also handle federal and state returns, multi-entity filings, and common forms like Schedule C and Schedule K-1.
How long does it take to file?
It depends on the complexity of your return and how quickly documents are submitted. Once your intake is complete and documents are uploaded, your tax pro will reach out and guide you through next steps.
When should I get started on tax filing?
The earlier, the better—especially if your return is complex or involves multiple entities. Once you complete the intake questionnaire and upload your documents, your tax pro will reach out directly to begin.