Pricing
Every tier comes in two flavors: a one-time analysis when you just want the plan, or a monthly subscription that keeps your plan updated and optimizes as your year unfolds.
For straightforward situations
Pay once. Plan saved forever.
Best for
What's included
For freelancers, investors, side hustlers
Pay once. Plan saved forever.
Best for
What's included
For business owners and real complexity
Pay once. Plan saved forever.
Best for
What's included
Help me choose
W-2 employee, maybe a home, basic investments?
→ Basic.
Freelance income, side business, active investing, or crypto?
→ Pro.
Own a business, multiple properties, or making $400K+?
→ Elite.
Situation is stable, you want one plan this year?
→ One-time.
Income or expenses change throughout the year?
→ Monthly.
Run a business or want continuous monitoring?
→ Monthly, definitely.
A note on the math: The monthly tier pays for itself the first time your situation shifts and we surface a strategy you'd otherwise have missed. For anyone with self-employment income, investments that move during the year, or a business. Monthly is the answer almost every time.
A one-time analysis generates a complete tax plan based on the questionnaire you fill out, perfect if your situation is stable and you want a single, actionable plan. Monthly tiers add document uploads, quarterly recalibrations, and year-round alerts as your situation evolves. Think of one-time as a snapshot; monthly as a relationship.
Your data is encrypted in transit and at rest. Uploaded documents are encrypted and retained per our published retention policy. You can delete your account and all associated data at any time. We do not sell your data.
No. Tax IQ provides informational guidance based on the financial picture you share. We surface opportunities and explain reasoning, but we're not a substitute for advice from a licensed tax professional. Many users use Tax IQ to prepare for a smarter conversation with their CPA, and the Elite tier includes a one-click export designed specifically for handoff to your CPA.
Yes. Upgrade anytime. We'll prorate. Monthly subscriptions can be canceled anytime; you keep access through the end of your billing period. One-time plans remain accessible in your account permanently after purchase.
