Pricing
Choose our AI financial assistant or work with a human CPA and CFP team.
Individual
For W-2 earners.
- Federal & state tax filing
- Free Ultra software included
- Full financial picture
- Retirement & equity planning
- Quarterly advisor access
Family
For you and your spouse.
- Filing for you and your spouse
- Free Ultra software included
- Everything in Individual
- Joint & multi-state filing
- Quarterly and ad hoc advisor access
Business
For business owners.
- Business and personal tax filing
- Free Ultra software included
- Everything in Family
- Advanced equity & estate planning
- Priority advisor access
Compare advisor plans
A flat fee, not a variable percentage of your assets that grows as you do.
Your team
Human CPA and CFP
Advisor access
Free Ultra software included
Tax filing, included
Federal and state filing
Joint filing for you and your spouse
Multi-state filing
Business and personal filing
Planning
Full financial picture
Retirement and equity planning
Advanced equity and estate planning
Flat fee vs. percentage of assets
See what you would pay Nino's flat advisor fee versus one who charges a percentage of your assets every year. Drag your portfolio to compare.
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