Graduate from tax filing to tax planning.
Start free. Upgrade when you're ready for the full strategy library.
Free
$0/ month
Prove the numbers. See your plan.
- Your personalized 2026 Federal income tax forecast, based on your actual numbers
- Access to basic strategies for reducing your taxable income and increasing your tax-advantaged savings
- Ability to model changes to strategies and understand how this changes your 2026 tax forecast
Advanced Strategies
$20/ month
Model applying advanced strategies to your specific tax situation. See your plan before you execute.
- Everything in Free
- Advanced strategy catalog, including: Stock Option exercises, Roth conversions, Backdoor / Mega Backdoor Roth, RSU vesting, ESPP purchases and sales, charitable giving strategies, and more
- Model Capital Gains & Losses (first 10 sales)
- Payroll withholdings forecast
- Estimated Taxes forecast
- Cancel anytime