Pay per request. Nothing else.
One credit is $40. Buy as many as you need, from one upward, whenever you need them. There is no license fee, no subscription and no per-user fee; every request states its cost before you submit it, and credits never expire.
One price. Any quantity.
Type the number of credits you want, from 1 to 2,500, and pay. No license fee, no subscription, no per-user fee, no contract.
Create your firm accountCard or bank
Card, or instant bank payment where offered, for purchases up to $5,000 (125 credits), with the credits available at once. Larger purchases are paid by ACH debit from a US bank account you connect at checkout, and the credits arrive when the debit clears, usually within four business days. An invoice is issued for every purchase.
Unlimited users
Every partner, manager and preparer in the firm works in one workspace on the same credits. No seats, no per-user fee.
White-label client reports
Firm name, address, logo, color and disclaimer on every client report. CitedTax is not mentioned unless you turn that on.
The curation screen, the activity log and retention controls
You choose which findings reach the client report and mark what you confirmed; who uploaded, who downloaded, who approved; source PDFs deleted after extraction; retention you set. All included.
Prices in US dollars; Canadian and United Kingdom firms are billed in USD. Credits never expire and are not refundable, except that a request which fails on our side returns its credits automatically. Before each purchase the buyer confirms that the credits are for use by a tax professional and that the output is reviewed by a licensed professional before any client sees it.
Every request, its cost, and what comes back.
| Request | You provide | You receive | Turnaround | Credits |
|---|---|---|---|---|
| Return reviewsample | the return as one PDF per client (US 1040, 1041, 1120, 1120-S, 1065; Canada T1, T2 with the Alberta AT1; United Kingdom SA100, SA800, SA900, CT600) | working papers, an engineering paper with deadlines and interactions, and a client report under your firm's name | overnight for 1 credit, about thirty minutes for 2 | 1 overnight · 2 rush |
| Notice responsesample | the notice as a PDF (CP2000, CP14, penalty, state matching letter) and, if you have it, the return; a state notice runs under that state's law where CitedTax carries the stack (California, New York, New Jersey, Massachusetts, Virginia, Delaware, Oregon, Florida, Texas) | a response letter in your firm's name, with every position cited and the enclosures listed | about thirty minutes | 1 |
| Penalty abatementsample | the penalty notice and the facts of the failure, in a short form | an abatement request letter in your firm's name, citing the IRM procedure and the authority for the ground relied on | about thirty minutes | 1 |
| Research memosample | the question, the facts, the tax years, your working position if you have one, and what you have already considered | a research memo addressed to your firm: issue, facts, authority, analysis, conclusion, with evidence grades | about thirty minutes | 1 |
| Multi-state and entity memosample | the fact pattern and the states involved, or the return and the entity options to compare | a comparison memo with a state-by-state or entity-by-entity matrix, each cell cited | about thirty minutes, up to a few hours for a full matrix | 1 to 2 |
| Protest and petitionsample | the letter or notice (PDF, optional), the facts, and what the client says is wrong | a written protest in your firm's name with every disputed item argued and cited, the penalties-of-perjury declaration, and the Tax Court or CDP section where the notice calls for it | about thirty minutes | 1 |
| Offshore disclosuresample | the facts: the accounts or income, the years, the amounts, how it arose, and whether the IRS has made contact | the submission in your firm's name: eligibility, the certification narrative, the year-by-year computation, the offshore penalty, and the filings to enclose | about thirty minutes | 1 |
| Letter ruling requestsample | the parties, the facts or proposed transaction, the rulings sought, and for a missed election the election, its due date and why it was missed | a ruling request in your firm's name following the annual revenue procedure, with the analysis cited, the required statements and the penalties-of-perjury declaration | about thirty minutes | 1 |
| Refund claimsample | the facts: the year, what was missed or misreported, the amounts, when the return was filed and the tax paid | the claim explanation in your firm's name, with the timeliness shown, each ground stated and cited, the reconciliation to the overpayment, and the interest | about thirty minutes | 1 |
| Letters from a finished review | nothing more; they are written from the findings you curated | Client cover letter (sample); Engagement letter (sample); Form 1040-X or 1120-X explanation statement (sample); Client planning questionnaire (sample); "What the new law changed for you" note | a minute each | 0 |
Credits never expire
Buy credits in October and use the last one whenever you need it. No monthly reset, no use-it-or-lose-it.
Failed requests are refunded automatically
A request that fails on our side returns its credits to your firm the moment it fails, and the failure is logged.
Nothing is tiered
A credit buys the same request for every firm at the same price. There are no volume discounts, no premium tier and no license fee.
The papers on one pass-through client tend to pay for the credits.
Across pilot reviews of filed returns from two states, the working papers surfaced items that ranged from a few hundred dollars a year on a modest 1040 (an unclaimed section 199A deduction, a self-employed health insurance deduction, retirement and HSA vehicles still open) to five-figure prospective savings on professional and pass-through clients (a penalty abatement, a cost segregation ceiling, an S election with its compensation study, a retirement plan design).
On one 2024 return the most valuable page was the one that priced the decline of an amendment: the surtax cost exceeded every benefit, and the client had that in writing.
Just as important, the papers documented where returns were already right: a QBI computation verified correct as filed against the return's own worksheets; equipment already fully expensed, so no depreciation opportunity existed. That is the honesty layer working, and it is what makes the rest of the papers credible in front of a client.
Figures in the papers are estimates for your validation, never promises, and the papers say so on every cover.