Your Tax Advisor. Not Just Your Tax Preparer.
We're part of your financial team—year-round.
Just $44/month for full-service advisory
Claim Your SpotIs Advisory Right For You?
Our most comprehensive tier for complex situations
This tier is perfect for you if...
- You have complex income from multiple sources
- You own a business or multiple rental properties
- You want proactive planning, not just reactive filing
- You prefer talking through decisions before making them
- You work with a financial advisor and want coordination
- You value priority access and faster response times
- You want someone who knows your full financial picture
Common scenarios we help with
- Planning to sell a rental property or business
- Evaluating Roth conversion strategies
- Navigating stock options or RSUs
- Coordinating retirement distributions
- Managing income across multiple entities
- Planning for major life changes
- Peace of mind with full audit representation
What Makes Advisory Different
Four key features that set Advisory apart
Scheduled Calls
Talk through tax decisions before you make them. Real conversations, not just emails.
Quarterly Check-ins
Brief touchpoints throughout the year to review changes and adjust strategy.
60-Min Planning Session
Deep-dive strategy session after filing to plan for the year ahead.
FA Coordination
We work directly with your financial advisor to align your tax and financial strategies.
Key Benefits Explained
Quarterly Check-ins
- Review any changes to your life or financial situation
- Adjust strategy based on new information
- Answer questions before they become problems
- Keep your tax plan aligned with your goals
60-Min Planning Session
- Deep-dive into your current year results
- Identify tax-saving opportunities for the coming year
- Discuss major financial decisions you're considering
- Create an actionable plan with clear next steps
Priority Access & Response
- 24-hour response time (vs 48/72 hours)
- Scheduled calls when you need them
- Priority scheduling during tax season
- Full audit representation — we handle all IRS communication
Your Year With Advisory
Regular touchpoints keep you on track all year
Tax Season Begins
Priority scheduling + 24-hour response
Planning Session
60-minute deep-dive after filing
Q2 Check-in
Mid-year review with call option
Q3 Check-in
Review changes, adjust strategy
Year-End Prep
Projection + Q4 check-in + next year setup
Complete Tier Comparison
| Essentials $225 | Most Popular Complete $375 | You're here Advisory $525 | |
|---|---|---|---|
| Tax Preparation | |||
| Federal + up to 3 states | |||
| Accuracy review by EA | |||
| Communication & Support | |||
| Communication method | Portal | Portal + Email | Portal + Email + Calls |
| Response time | 72 hours | 48 hours | 24 hours |
| Scheduled calls | — | — | |
| Priority scheduling | — | — | |
| Audit support | — | Letter assistance | Full representation |
| Planning Services | |||
| Mid-year tax checkup | — | Via portal | With call |
| Year-end projection | — | ||
| Tax estimate scenarios | — | 1 included | 1 included |
| Quarterly check-ins | — | — | |
| 60-min planning session | — | — | |
| FA coordination | — | — | |
Frequently Asked Questions
What are the quarterly check-ins like?
Quarterly check-ins are brief 15-20 minute touchpoints throughout the year. We review any changes to your financial situation, discuss upcoming decisions, and adjust your tax strategy as needed. These can be done via phone call or video, whichever you prefer.
How does financial advisor coordination work?
With your permission, we communicate directly with your financial advisor to ensure your tax strategy aligns with your overall financial plan. This is especially valuable for retirement planning, Roth conversions, and investment decisions that have tax implications. We can join calls together or communicate asynchronously—whatever works best for your team.
What's included in the 60-minute year-end planning session?
The planning session is a deep-dive into your tax situation. We review your completed return, identify tax-saving opportunities for the coming year, discuss any major financial decisions you're considering, and create an actionable plan with clear next steps. It's scheduled after your return is filed, typically in April or May.
What is full audit representation?
Full audit representation means we handle all IRS communication on your behalf. If you're selected for audit or receive any IRS notice, we respond, gather documentation, attend any meetings, and represent you in all interactions. You don't have to talk to the IRS directly—we handle everything. This is included with Advisory at no additional cost.
Why are Advisory slots limited?
We limit Advisory clients to maintain the quality of service that makes this tier special. Advisory includes scheduled calls, quarterly check-ins, and a 60-minute planning session—all of which require dedicated time and attention. By capping enrollment at a manageable number, we ensure every Advisory client receives the personalized attention they deserve.
Can I upgrade from Complete to Advisory mid-year?
Yes, if slots are available. You can upgrade from Complete to Advisory by paying the $150 difference. This immediately unlocks scheduled calls, quarterly check-ins, the 60-minute planning session, and full audit representation for the remainder of the year.
Ready for Full-Service Tax Advisory?
Scheduled calls, quarterly check-ins, 60-minute planning session, and priority access. This is the relationship you've been looking for.
Not sure? Start with Complete ($375) and upgrade anytime