Flexible Pricing, Maximum Impact

The $399 annual fee includes a custom-built WISP document covering all 9 IRS-required sections, a 15-minute onboarding call, 48-hour delivery, and email support from our US-based team. Your document is audit-ready and PTIN renewal ready. The $100/year maintenance bundle is optional.

The $100/year maintenance fee pays for 12 months of proactive support, year-round WISP upkeep, regulatory change monitoring, and updates to your compliance documentation whenever the rules or your practice changes. It is added on top of the $399 annual WISP fee.

Each year your renewal is $399 (WISP). With the maintenance bundle that becomes $399 + $100 = $499/year, billed automatically. The bundle on this page covers your first year and locks in the same $499/year going forward, so you stay compliant without lifting a finger.

The IRS requires you to keep a current WISP, but there is no mandated renewal cadence. Your WISP should be updated whenever your security practices change or the regulatory environment shifts. The annual renewal bundle handles this for you automatically; you can also stick with the standalone $399/year plan and update it manually when needed.

No. The Standard plan is $399/year, and the bundle is $499/year ($399 WISP + $100 maintenance). No setup fees, no surprises, and you can cancel the renewal at any time before the next billing cycle.