Tax and financial advisor on one coordinated team
Stop paying two professionals who never share a model. One CPA, one CFP, one flat fee.
A tax and financial advisor setup works best when the CPA and the planner share one plan, one calendar, and one set of numbers. Nino puts a dedicated CPA and CFP on the same flat-fee team with software that keeps equity, taxes, and cash current, from $2,000 a year.
$500 off through August 31 when you start a one-year membership. Every plan includes a 30-day money-back guarantee.
Who this is for
- People who already want professional help and currently split work across a separate CPA and financial advisor
- Households tired of repeating the same equity and cash details to two firms that do not sync
- High earners with RSUs, options, crypto, or a liquidity event that needs tax and planning in the same conversation
What you get
- One membership where tax planning and financial planning use the same household picture
- Year-round projections so filing season is not the first time someone sees your equity moves
- Flat pricing by complexity (Core $2,000, Plus $3,500, Ultra $6,000+), not a percentage of assets
- Optional tax filing on the same team that built the plan
How it maps to Nino plans
Core ($2,000/yr) fits individuals who want coordinated tax and planning as wealth builds. Plus ($3,500/yr) is the usual fit once equity, multi-state taxes, or family access matter. Ultra ($6,000+/yr) covers advanced equity, business, real estate, and estate coordination. See pricing.
Full plan details on pricing . Meet the CFP and CPA team , or compare Nino to other services.
Frequently asked questions
Put tax and planning on one team
Book a free 25-minute demo. We'll show how a CPA and CFP share one plan for your equity, taxes, and cash. Start a one-year membership by August 31, 2026 and get $500 off your first year. Every plan has a 30-day money-back guarantee.
Book a demo See $500 off through August 31