Get Your Tax Planning Done Today
Personal
$49 / month
1 user
- Tax calculator and personalized plan
- Automated support
- Personalized plan update notifications
- Deadline, audit, and lien notifications
- New opportunities notifications
- Executed plans and documents
- Updated and new plan documentation as needed
- Expert chat support
- Max Number of Executed Strategies (1)
Professionals
$149 / month
1 user
- Tax calculator and personalized plan
- Automated support
- Personalized plan update notifications
- Deadline, audit, and lien notifications
- New opportunities notifications
- Executed plans and documents
- Updated and new plan documentation as needed
- Expert chat support
- Quarterly and annual tax filings
- Execution of new plans and strategies
- VIP live expert support
- Audit and lien resolution
- Max Number of Executed Strategies (3)
Business
$299 / month
3 users
- Tax calculator and personalized plan
- Automated support
- Personalized plan update notifications
- Deadline, audit, and lien notifications
- New opportunities notifications
- Executed plans and documents
- Updated and new plan documentation as needed
- Expert chat support
- Quarterly and annual tax filings
- Execution of new plans and strategies
- VIP live expert support
- Audit and lien resolution
- Max Number of Executed Strategies (6)
Business Plus
$999 / month
3+ users
- Tax calculator and personalized plan
- Automated support
- Personalized plan update notifications
- Deadline, audit, and lien notifications
- New opportunities notifications
- Executed plans and documents
- Updated and new plan documentation as needed
- Expert chat support
- Quarterly and annual tax filings
- Execution of new plans and strategies
- VIP live expert support
- Audit and lien resolution
- Max Number of Executed Strategies (Unlimited)