Tax and financial planning starting at $3,600 a year
Get holistic financial advice from a CPA and financial planner, with tax filing and our AI platform included for one flat annual fee.
30-day money-back guarantee
Our team is ready to meet you.
How it works
- 1
Talk with our team
Share your financial goals and walk away with an insight, whether you sign up with Nino or not.
- 2
Choose your membership
Pick the plan that fits your household and the support you want.
- 3
Get your personalized plan
In your first two weeks, your CPA and CFP build a custom tax and financial plan around your goals.
- 4
Meet every quarter
Regular check-ins keep your plan proactive as life changes.
Every part of your financial life
Nino combines software and services to give you personalized guidance for any money question you have.
Investments
Match your portfolio to your goals, timeline, and taxes before you buy or sell.
Taxes
Year-round tax planning, with federal and state returns prepared by our CPA.
Retirement
Set a retirement target, map your income sources, and plan tax-smart withdrawals.
Estate Planning
Keep beneficiaries and account ownership aligned with your attorney’s estate plan.
Real Estate
Decide whether to buy, keep, rent, or sell with the full cost and cash impact in view.
Equity Comp
Plan RSU, ISO, and NSO exercises and sales around taxes, cash, and concentration risk.
Cash Flow
Track spending, plan for upcoming bills, and choose where your next dollar goes.
The people behind your plan
Meet the professionals who provide Nino’s financial and tax services.
Levi Larsen, CFP
Founding Financial Planner
More than a decade advising families, at Charles Schwab, Edelman Financial Engines, and Beacon Pointe. Plans retirement, equity compensation, and the big life decisions.
Shehan Chandrasekera, CPA
Head of Tax Strategy
Leads tax strategy at both CoinTracker and Nino, writes about tax for Forbes, and teaches continuing education for other tax professionals. Specializes in crypto, equity compensation, and ownership through LLCs, S corporations, and partnerships.
Warren Wu, CPA
Nino Tax Lead
A decade in tax advisory and five years building tax software. Prepares individual and business returns, with depth in equity compensation and pass-through entities, and ties your tax plan to the records and returns behind it.
What our members say
Why members trust our platform, CPA, and CFP.
“We were paying a 1% advisor and a separate CPA who never talked to each other. Now one team plans our investments and files our taxes, for a flat fee that doesn't grow with our portfolio.”
Daniel Reyes
Dual-income household
Frequently asked questions
Get a plan you can act on
Share your goals, and our advisors will build a plan to help grow your net worth.
Talk with an advisor