We offer self-managed tax strategy planning for a low monthly subscription. of $25.00 per month.

With our Tax Planning Pro subscription, you will have access through your personal portal 24-7, for 365 days to evaluate your current financial status or budget and forecast different scenarios to assist you in better planning when it comes to your financial health as an individual or small business.

Meaning at any time you can login and change your wages, interest/dividends, rental income, or household members, add your current withholding or estimated tax payments and get a snapshot of your estimated tax liability for both Federal and State. No more waiting for someone to call you back to make an appointment.

Our software is not intended to replace your financial advisor, but to assist you in making better financial decisions when it comes to your tax liability. Even though your subscription is self-managed, we are here to assist with any questions.

If you are looking for one-time financial tax strategy assistance, please see our Tax Strategy Report offer.