Collective Pricing: Fees, Scope and Quote Questions
Review Collective pricing, fee scope, billing questions, and a tailored quote checklist before comparing tax providers.
What does Collective cost?
Displayed monthly plans: LLC $199/month; S Corp $349/month.
The page offers monthly and yearly billing selections. Confirm the selected billing term, entity eligibility, included returns, and any onboarding charges before annualizing a displayed price.
Source review: October 8, 2026. Fees can change. This guide is published by AE Tax Advisors, a provider you may also be evaluating; it is not an independent rating or a quote from Collective.
Which engagement are you pricing?
Collective is included in this comparison for an integrated back-office membership for self-employed business owners.
A relevant buyer profile: Solo owners evaluating business setup, bookkeeping, payroll, and tax support together.
You are deciding whether an integrated membership suits your solo business or whether you need an additional planning engagement.
Ask how the service supports your entity, what membership includes, and how added complexity is handled.
Subscription eligibility and entity scope
Describe revenue, business expenses, current entity, payroll status, and household filing needs. Compare billing terms, formation work, catch-up bookkeeping, and the number of included returns. A sole proprietor and an S corporation have different compliance responsibilities.
| Item | What to verify |
|---|---|
| First-year cost | Add setup, cleanup, analysis, mandatory companion services, implementation, and filing charges for the same period. |
| Ongoing cost | Confirm renewal, minimum commitment, cancellation notice, and any price changes tied to business growth. |
| Scope boundaries | What happens if I add a rental or a second business? |
| Responsibility | What changes in price and deliverables if I elect S corporation status? |
A quote request tailored to this decision
Use this as a starting point and send sensitive documents through the provider’s secure intake process:
I am evaluating Collective for an integrated back-office membership for self-employed business owners. You are deciding whether an integrated membership suits your solo business or whether you need an additional planning engagement. What happens if I add a rental or a second business? Please separate initial analysis, implementation, recurring support, and filing. Specify the legal entities and tax years covered, exclusions, required companion services, payment dates, and renewal terms. What changes in price and deliverables if I elect S corporation status?
Compare Collective with AE Tax Advisors
Compare only the work both proposals actually contain. AE’s current published standard advisory fee is $7,800, paid in two $3,900 installments 30 days apart, with no required recurring annual planning fee. Returns, amendments, cost segregation, and additional services are separately scoped. Confirm the current agreement before committing.
A lower filing or software price can be appropriate when that is all you need. A broader engagement can be appropriate when several professionals or workstreams must be coordinated. Neither price alone establishes quality, eligibility for a deduction, or guaranteed savings.
Review AE’s current fees and bring both proposals to a consultation to discuss scope and fit.
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Talk Through Your Situation
Every situation turns on its own facts. Schedule a discovery call and we will walk through what applies to you, what it is worth, and what it would take to put it in place.