Select the plan that best fits your needs and start optimizing your tax strategy today
$29.99/year
Great for individuals and simple tax needs.
Basic tax planning consultation
Standard tax optimization strategies
Email support
Annual tax planning session
Access to knowledge base
$49.99/year
Perfect for families and professionals who want more flexibility.
Everything in Standard, plus:
Unlimited document uploads
Unlimited email support
Priority response times
Quarterly tax planning sessions
Investment tax planning
Family tax optimization
$149.99/year
The ultimate tax planning experience for high earners, business owners, and those who want it all.
Everything in Plus, and:
Unlimited 1-on-1 expert sessions
Unlimited document uploads & reviews
Unlimited priority support (phone, email, chat)
Dedicated tax advisor
Monthly proactive tax reviews
Business & international tax planning
Audit defense & representation
Personalized tax-saving roadmap
VIP onboarding & white-glove service
Exclusive access to webinars & resources
See which plan is right for you and start your tax planning journey today.
Discover how strategic tax planning can transform your financial future
Identify and leverage all available tax deductions and credits to minimize your tax liability.
Develop long-term tax strategies that align with your financial goals and business objectives.
Stay compliant with tax laws while minimizing the risk of audits and penalties.
Make tax-efficient investment decisions that maximize returns while minimizing tax impact.
Support your business expansion with tax strategies that optimize cash flow and profitability.
Plan for retirement and estate taxes to ensure long-term financial security.
Our plans are designed for every need. Compare and choose the best for you.