Brevitax Personal pricing

The complete journey from IRS records to a tracked, verified result — upload your own records or have us get them for you.

PersonalProEnterprise

Every plan includes the complete Personal journey — IRS records, financial and life pictures, path comparison, tracked steps and reminders, and outcome verification. Spouse and dependents are included on one account.

Recommended

Self-serve

$29/mo

Complete resolution journey — upload IRS records yourself with our free IRS.gov guide.

  • IRS timeline plus financial and life pictures
  • Compare paths, then track steps, tasks, forms, and deadlines
  • Milestones, email reminders, and outcome verification
  • Download or upload records — free IRS.gov guide (~10 minutes)
  • Spouse and dependents included · 7-day trial, card required

Good fit: You're comfortable downloading your own transcripts from IRS.gov (about 10 minutes, we show you how).

Pick another tier if: You need full representation without participating — hire a licensed pro for that.

See my tax account

$29/mo after 7-day trial · card required · cancel anytime

Learn more ↓

We pull your records

$99 first month

then $29/mo after 30 days

same monthly price as Self-serve

Everything in Self-serve, plus we request your records for you

  • Everything in Self-serve
  • We request your complete IRS records for you
  • If we can't get your records, we refund you
  • No IRS phone call for you — e-sign authorization only

Good fit: You want Discovery started without sitting on hold with the IRS.

Pick another tier if: You need a collection-hold request on a live call — choose the call tier.

Start — $99 first month

$99 first month, then $29/mo after 30 days

Per taxpayer or business — each needs its own authorization · Need updated records later? $49 per refresh

Learn more ↓

We call the IRS with you

$199 first month

then $29/mo after 30 days

same monthly price as Self-serve

Everything in Self-serve, plus a live IRS call

  • Everything in Self-serve
  • Live three-way call — we join you and the IRS
  • We get your records and request a collection hold
  • Your questions answered on the call

Good fit: You want records plus a live IRS call — collection hold and your questions answered.

Pick another tier if: Records only is enough — the pull tier is simpler and costs less.

Start — $199 first month

$199 first month, then $29/mo after 30 days

Per taxpayer or business — each needs its own authorization · most calls scheduled within a week

Learn more ↓

Optional add-ons

Additional profile

+$9/mo

Business or family member — separate clear profile on the same account

Record refresh

$49

Re-pull IRS records per taxpayer or business — authorization stays on file

DO IT WITH ME · LIMITED AVAILABILITY

Don't want to do it yourself? We'll do it with you.

$499 setup · then $99/mo · cancel anytime

We set up your account, get your complete IRS records, and request a collection hold. Then we walk through your finances together by phone, run your strategy, and go over your options — installment plans, hardship status, and more — with the tradeoffs of each. You get a complete, prepared packet of forms. You review, sign, and send it to the IRS — it's your case, and it stays your case. We track what happens from there.

Everything in the IRS-call tier · financial interview by phone · strategy session · prepared forms packet · ongoing tracking · quarterly record refreshes · monthly check-in

We prepare paperwork and explain options. We don't represent you before the IRS, submit forms for you, or take over your case — full-service firms charge $3,500–$7,500 for that, and most people don't need it.

Request a spot →

We take a limited number of Do It With Me clients each month. Short application, then a scheduling link.

Complete feature comparison

Same monthly software on every plan — choose how you want to get started

Swipe to compare all three plans

FeatureSelf-serveRecommendedPull recordsIRS call
Account software
Balances, timeline, and what needs attention✓✓✓
IRS records explained in plain language✓✓✓
Spouse and dependents included✓✓✓
Upload fresh transcripts anytime✓✓✓
Additional profile (business or family)+$9/mo each+$9/mo each+$9/mo each
Complete resolution journey
Household financial and ability-to-pay picture✓✓✓
Life circumstances, urgency, and goals✓✓✓
Compare supported IRS paths and tradeoffs✓✓✓
Checklist, personal tasks, due dates, and email reminders✓✓✓
Milestones, progress, and IRS outcome verification✓✓✓
Getting IRS records
Free step-by-step IRS.gov download guide✓✓✓
We request your records for you (e-sign authorization)—✓✓
Refund if we can't get your records—✓✓
Refresh records laterFree upload$49 re-pull$49 re-pull
Per taxpayer or business authorization1 householdEach entityEach entity
IRS phone & collection
No IRS phone call required for you✓✓—
Live three-way call with the IRS——✓
Request temporary collection hold on the call—Call tier only✓
Starting & billing
7-day trial, card required✓——
Service starts immediately—✓✓
First month$29/mo$99 first month$199 first month
Ongoing monthly$29/mo$29/mo$29/mo
Cancel anytime in Settings✓✓✓

Want it done with you, not by you alone? See Do It With Me above.

Getting your IRS records and requesting a collection hold doesn't require hiring anyone — it's your right. $500–$1,000 for the IRS call and records pull — full-service firms charge $3,500–$7,500 retainers to take over your case. We do the call tier for $199 and never take over your case.

Discovery, Strategy, and Execution built from IRS, financial, and client reality — not one transcript summary.

Pricing questions

What is the records-only tier?

The $99 records pull starts Discovery for you — we request IRS records; collection-hold requests happen on the $199 call tier, not on records-only.

Do I need a tax relief firm?

Usually not to see your account. Full-service firms charge $3,500–$7,500 retainers to take over representation — Brevitax is software plus optional guided help that stays your case.

What does Discovery, Strategy, and Execution mean?

Discovery reconstructs what the IRS shows. Strategy ranks programs that fit IRS, financial, and life constraints. Execution tracks forms, deadlines, and verification — included in paid tiers, not just a transcript summary.

Choosing the right Brevitax edition

Personal is for households understanding their IRS account. Pro is for practitioners running cases with governed deliverables. Enterprise is for firms operating Pulse, Cases, Calendar, Library, Manage, and Decision Coverage as one platform.

What is included at each tier

  • Personal — account understanding, guided options, and household pricing from $29/mo.
  • Pro — unlimited cases, transcript-led Discovery and Strategy tooling, $79/mo per seat.
  • Office — Enterprise edition at $99/mo per seat with a 10-seat minimum and unlimited cases.

Trial and billing expectations

Trials are designed to reach a real case outcome — not a sandbox demo. E-sign and certain integrations are metered only when used. See each edition page for current limits and optional add-ons.