Take a moment to review our prices for Tax What-Ifs.

Written Tax Advice $35.00   •    Written Tax Advice with Follow Up Phone Call $55.00

Written Tax Advice with a 1040 Pro Forma $99.00

Got it! How do I sign up?

Setup your $9.99 annual Taxplan App subscription (on next page).

Once you complete the subscription setup, you will receive an email from DocuSign with a link to our subscription agreement (check junk/spam if needed).  Please complete the agreement and sign where indicated.

After we receive your completed agreement, one of our customer service representatives will contact you and walk you through the onboarding process (generally within one business day).

We start helping you help your clients save money on their taxes!