For Individuals & Families
Your personal taxes and finances, handled with care.
Real tax pros who file your return right, plan ahead to lower your bill, and help you build wealth. All in one place, with no jargon.
Rated 5.0 on Google, based on 120+ reviews
What we handle for you
Personal tax returns
Federal and state returns prepared and filed by real tax pros, done right and on time.
Proactive tax planning
We look ahead, not just backward, so you keep more of what you earn and never overpay.
Estimated payments
Quarterly estimates calculated and reminders sent, so there are no surprises in April.
Your financial picture
A simple dashboard for your net worth, budget, and goals, all in one secure portal.
Life changes handled
New home, new baby, a side business, an inheritance. We guide you through the tax impact.
A real person
No call center. You get an advisor who knows your name and your situation.
Plans for every stage
Start free and upgrade when you are ready. No credit card to begin.
Starter
Freeforever
- ✓Net worth dashboard
- ✓Budget tracking tools
- ✓Tax estimate calculator
- ✓Basic bank connection
Foundation
$39/mo
- ✓Everything in Starter
- ✓Monthly financial dashboard
- ✓Annual tax return filing
- ✓Email advisor support
Growth
$129/mo
- ✓Everything in Foundation
- ✓Quarterly financial reviews
- ✓Tax planning & optimization
- ✓Retirement & investment guidance
- ✓Priority advisor support
Autopilot Wealth
$299/mo
- ✓Everything in Growth
- ✓Full wealth automation
- ✓Advanced tax strategies
- ✓Dedicated personal advisor
- ✓Monthly 1-on-1 calls
Talk to a real advisor
Tell us a little about your situation and we will reach out. No obligation.