Every plan runs on the same multi-year tax projection engine. Billed monthly, no annual lock-in, cancel anytime with written notice.
If you're an individual with straightforward W-2 or 1099 income above $200K, start with Planning Foundation. If you own a pass-through business, Business Owner Advisory is built around entity and QBI decisions you're likely already facing. Comprehensive fits multiple entities, real estate holdings, or a situation that touches your investment strategy directly.
Yes. As your business or income situation changes, your plan can move with it — up or down — at your next billing cycle.
Your trust is prepared by Integrated Trust Systems (ITS), an independent attorney-run firm we partner with — not by us directly. The cost is included in your Comprehensive membership.
Planning Foundation clients often keep their existing preparer for filing and use this membership for the planning work that usually doesn't happen until it's too late to act on. Business Owner Advisory and Comprehensive clients get bookkeeping and filing included directly — one team handling books, filing, and strategy together, rather than coordinating between separate providers. If you'd rather keep your current CPA, we're glad to work alongside them instead.
Monthly, in arrears — you're never asked to prepay months of fees in advance. Planning Foundation and Business Owner Advisory can be cancelled anytime with written notice. Comprehensive requires a 6-month minimum commitment before cancellation.
Tell us a bit about your situation and we'll help you pick the right tier.
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