What can I expect from you?
All-in-one financial and tax expertise for SMB owners
Get personalized financial guidance from a Certified Financial Planner™ small business expert. For your business and for you.
Backed by world-class fintech execs and founders from
Feel the confidence of having an advisor on demand
How it works
1
We get to know you.
We cover everything about your business and also about your personal finances. Because both matter.
2
Get a comprehensive plan.
We’ll dive deeper on your finances to spot optimizations and surface additional recommendations. And we’ll check in with you regularly to make sure your plan stays relevant.
3
We're here for you.
Meet your advisor over video and message them any time, as much as you want.
Traditional financial advisors:
Don’t have small business expertiseCan cost tens of thousands of dollars per yearOnly available to high net worth individualsAre low-techAre focused on AUMAre limited to their own products
Financial advisory, as unique as your small business.
Our Certified Financial Planners™ specialize in the unique challenges small business owners face with expertise across diverse industries.
Freelancers and agency owners
Creators
Private practices and healthcare providers
Real estate agents and property managers
Restaurant owners
Trusted and loved by thousands
I swear my jaw dropped every page I went to. I was truly amazed.
Every recommendation in my plan was SO personalized!
Grace, content creatorEvery recommendation in my plan was SO personalized!
I was scared to see my plan but I love it. You have made it easy.
I should have done this sooner.
Kate, tech business ownerI should have done this sooner.
You’ve given me more tax advice than my tax guys have in 3 years.
Samuel, consultantYou don’t need to pay more for the best financial advice
Essential
Proactive tax planning with unlimited advisor support.
Personalized tax plan, continuously updatedProactive tax strategy and guidance throughout the yearUnlimited async messaging with your advisorUnlimited video calls, as needed$240/mo
Premium
Tax planning plus personal tax filing for sole proprietors.
Everything in Essential, plus:
Personal tax filing (federal + state)Schedule C includedW-2s and 1099s supportedQuarterly tax estimates$300/mo
Complete
Full-service tax planning and filing for business owners with entity-level complexity.
Everything in Premium, plus:
Business tax filing (S-Corp, C-Corp, Partnerships)S-corp election handled if appropriateSupport for up to 2 owners, multiple rentals, and K-1s$470/mo
See exactly what's included in each package and add-on pricing View pricing guide
Frequently asked questions
Do you serve people outside the US?
How are you able to make this so affordable?
Who is this for?
How does the money-back guarantee work?
Have any questions?
Book your free video call with an advisor to get them answered.