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Tax Planning Packages

This form collects essential information about your business to create a customized account, enhancing the effective use of our tools.
Tax Planning
$15/month
Individuals

Designed for self-employed professionals, gig workers, freelancers, and anyone seeking to optimize their personal tax situation.

Includes:

  • Personalized tax strategy session
  • Income and deduction review
  • Estimated tax calculation & payment schedule
  • Year-round tax-saving tips
  • IRS compliance guidance
  • Access to digital planning tools
  • One-on-one follow-up (30 mins)

Perfect For:

  • Sole proprietors, 1099 workers, content creators, or anyone wanting to reduce taxable income and avoid surprises.
Join now
Tax Planning
$25/month
Family Package

Ideal for couples, families with joint finances, or business-owning spouses looking to plan smarter together.

Includes Everything in the Individual Plan, Plus:

  • Joint income and filing status strategy
  • Spouse business income & expense coordination
  • Child/dependent credit and deduction planning
  • Retirement & health savings coordination
  • Tax benefits optimization (married filing jointly/separately)
  • Two tax profiles managed under one plan

Perfect For:

Married couples, parents, dual-income households, or families managing multiple income streams.

Start Your Plan
Tax Planning
$15/month
Individuals

Designed for self-employed professionals, gig workers, freelancers, and anyone seeking to optimize their personal tax situation.

Includes:

  • Personalized tax strategy session
  • Income and deduction review
  • Estimated tax calculation & payment schedule
  • Year-round tax-saving tips
  • IRS compliance guidance
  • Access to digital planning tools
  • One-on-one follow-up (30 mins)

Perfect For:

  • Sole proprietors, 1099 workers, content creators, or anyone wanting to reduce taxable income and avoid surprises.
Join now
Tax Planning
$25/month
Family Package

Ideal for couples, families with joint finances, or business-owning spouses looking to plan smarter together.

Includes Everything in the Individual Plan, Plus:

  • Joint income and filing status strategy
  • Spouse business income & expense coordination
  • Child/dependent credit and deduction planning
  • Retirement & health savings coordination
  • Tax benefits optimization (married filing jointly/separately)
  • Two tax profiles managed under one plan

Perfect For:

Married couples, parents, dual-income households, or families managing multiple income streams.

Start Your Plan