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Pricing

One flat monthly fee. Published, on purpose.

No hourly billing. No surprise invoice in April. Planning, preparation, and filing — one subscription. Cancel anytime.

The Household

$100–200

/month

A clean picture that still deserves real planning.

W-2 income

One or two states

Investment accounts

Where most physician households land

The Complex Household

$200+

/month

Built for the way doctors actually earn.

K-1s & private investments

Multi-state filings

1099 / moonlighting income

Equity compensation

The Practice

Custom

For owners — priced to your practice.

Entity + personal returns

Coordinated planning across both

Compensation & distribution strategy

Included at every tier

Everything below. No add-ons.

  • Year-round access to your tax team
  • Proactive planning touchpoints through the year
  • A dedicated year-end planning session
  • No hourly billing — questions don't start a clock
  • Quarterly estimates that track this year, not last
  • Preparation and filing of your return, included

"Most tax relationships start in February and end in April. Ours starts in October — while there's still time to act."

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