Founding pricing

Pricing that matches real tax-resolution work.

No setup fee. Use client bundles instead of counting every year and product as a surprise charge.

Client Bundle · $24

One taxpayer: available account and wage & income transcripts for up to six requested years, subject to IRS availability and authority.

  • No subscription
  • Authorization check
  • Analysis workspace

Solo · $39/month

Two client bundles monthly; additional bundles $18. Annual founding price: $390.

  • One professional user
  • Upload analysis
  • Client portal workflow

Professional · $99/month

Eight client bundles monthly; additional bundles $14. Annual founding price: $990.

  • Three team members
  • Case workflow
  • Planned monitoring

Founding prices are planning prices and may change before paid billing begins based on IRS/vendor costs. No payment is collected today. Direct IRS retrieval is not active until approval.

Apply for founding access