Pricing | Institution
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Pricing

Modern Accounting. Simple Pricing.

Bookkeeping, Taxes, and R&D Credits — handled by a team that actually responds. No hidden fees. No hourly billing surprises.

<$10K $20K $50K $100K $150K $200K >$200K

Monthly Spending

100% tax deductible.
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14-day money-back guarantee. No questions asked.

*Pricing may vary based on complexity factors such as crypto, inventory, lending, or high transaction volume.

Business Taxes

Comprehensive filing and advisory tailored for your entity type.

Just incorporated or pre-revenue? First-year compliance starts at $699/year.

For newly formed entities with minimal activity in their first tax year.

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For Single Member LLCs

Starts at

$899 / year
billed annually

What’s included:

  • Free tax extension
  • Federal income tax filing
  • State income tax filing
  • Quarterly tax payments (safe harbor)
  • Schedule C for your LLC’s income and loss
  • Reporting for one of each income sources: W-2, K-1, rental property, and 1099
  • Year-round email support
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For Partnerships and S-Corps

Starts at

$1,799 / year
billed annually

What’s included:

  • Free extension
  • Federal income tax filing
  • State income tax filing
  • Delaware franchise tax filing
  • Up to 25 1099-NEC filings
  • Year-round email support
Request Demo

For C-Corps

Starts at

$2,199 / year
billed annually

What’s included:

  • Free tax extension
  • Federal income tax filing
  • State income tax filing
  • Delaware Franchise tax filing
  • Up to 10 1099-NEC filings
  • Year-round email support
Request Demo

A La Carte Tax Add-Ons

“Transparent expansion pricing. No $500 surprises for your account.”

Additional State/City Filing

$249 / jurisdiction

Form 5471 (Foreign Subsidiary)

$1,199 / sub

Form 5472 (Foreign Owner)

$399 / owner

FBAR (Foreign Bank Accounts)

$299 / bank

Individual Tax Return (1040)

$699 / person

Tax Consulting / Advisory

$299 / hour

Specialty High-Value Services

“Maximize your runway.”

R&D Tax Credit Claim

15% / of credit received

Stock Admin (Carta/Pulley)

$299 / hour

Historical Cleanup

$149 / month of cleanup

“Switching to Institution was the best financial decision we made this year. Transparent pricing, no surprise hourly bills, and a team that actually understands our business.”

SJ

Sarah Jenkins

CEO at TechFlow

Every plan comes fully loaded

Unlike our competitors, we don’t nickel-and-dime you for the basics. Here are premium features included in absolutely every tier.

Dedicated US-GAAP Team

No AI bots. Your books are handled by certified accounting professionals.

Direct Communication

Skip the support tickets. Message your team directly in-app or via email.

Free Data Migration

We bring over all your historical data from your old CPA or software at no extra cost.

Year-End Tax Prep

Clean, neatly packaged financials handed directly to your tax preparer.

Bank-Grade Security

256-bit encryption and strict internal audits to keep your financial data locked down.

Monthly Financial Reports

Get accurate P&L, Balance Sheet, and Cash Flow statements on time, every time.

Frequently asked questions

Everything you need to know about our pricing and billing.

No. Our pricing is 100% transparent. The price you see on the calculator or the tax plans is exactly what you pay. We never charge for onboarding, standard data migration, or routine communication.

Not at all. We offer month-to-month pay-as-you-go plans for ultimate flexibility. However, if you choose to bill annually, you lock in a substantial discount ($1,200/year savings on bookkeeping).

We monitor your trailing 3-month expense average. If you dip into a lower tier, your price will decrease automatically. If your business grows consistently into a new tier, we will proactively notify you before adjusting your rate.

Once you sign up, you securely grant us access to your existing accounting software (like QuickBooks or Xero). Our dedicated US-GAAP team securely maps your chart of accounts and ports over all historical data at no extra cost.

Ready to upgrade your back office?

Join hundreds of fast-growing companies that trust Institution with their bookkeeping, tax compliance, and financial reporting.