No credit card to start Cancel anytime Live tax law search Results in seconds 9-layer security
Per Month · No Contracts
vs $500+
Big 4 Hourly Rate
24/7
Always Available
8
Specialized Strategy Modes
6
Built-In Tax Calculators
Live
IRS & Tax Law Updates
What You Get

Intelligence Built for
Serious Wealth

How It Works

From Sign-Up to Strategy in Minutes

01
Start Free Trial
02
Build Your Profile
Enter filing status, income, entity type, and tax goals.
03
Ask Anything
Type, speak, or upload docs. Get expert strategy in seconds.
04
Export & Implement
Download your PDF report and share with your advisor to execute.
Client Results

What Clients
Are Saying

Simple Pricing

One Plan.
Unlimited Strategy.

$
  • Unlimited strategy sessions — ask as much as you want, anytime
  • Live tax law web search — always current IRS data & 2025 thresholds
  • All 8 strategy modes — business, estate, crypto, real estate & more
  • Document upload & analysis — W-2, 1099, K-1, tax returns
  • 6 built-in tax calculators — S-Corp, capital gains, Roth, QBI, estate & W-2
  • Voice input — speak your questions hands-free
  • PDF export — branded strategy session reports to share with your advisor
  • Mobile & desktop — any device, anywhere, anytime
  • 9-layer security system — enterprise-grade hardening
✓ No credit card required to start · Cancel anytime · Instant access
🛡
Satisfaction Guarantee
If you complete your profile, ask at least 3 questions, and don't find genuine value within your free trial — contact us and we'll make it right. No hassle.
How We Compare
FeatureChatGPT / Generic AIBig 4 / CPA Firm
Tax-specific expertise✓ Purpose-built✗ Generic✓ Yes
Live IRS law search✓ Real-time✗ No✗ Manual
IRC code citations✓ Always✗ Rarely✓ Yes
Built-in calculators✓ 6 included✗ None✗ Extra cost
Availability24/7 Instant24/7By appointment
Monthly costFree / $20$500–$1,500/hr
Document analysis✓ PDF & imagesLimited✓ Yes
Prompt injection proof✓ 9-layer security✗ VulnerableN/A
Common Questions

Everything You
Need to Know

For CPA Firms & Tax Professionals

White-Label Firm Licensing

License the full Tax Strategy Advisor platform under your firm's brand. Your name, your colors, your domain — deployed and ready in under 48 hours.

The ROI Math
At the Starter tier ($397/month), you only need 5 clients at $97/month to break even.

With 20 end users paying $97/month, you're generating $1,940/month against a $397 license — a $1,543/month profit from one white-label deployment.
20 clients × $97/mo$1,940
License fee−$397
Monthly profit$1,543
What Onboarding Includes
✓ Full brand configuration (name, colors, logo symbol, tagline)
✓ Contact info, phone, email, address wired throughout
✓ Your testimonials, hero copy, and FAQ inserted
✓ Stripe payment link connected to your checkout
✓ Deployed file delivered within 48 hours
✓ One revision included at no extra charge
✓ Netlify deployment walkthrough if needed
Starter
$397
Per Month · Per Firm
Solo practitioner or small firm deploying to up to 25 end users.
  • ◆Full white-label branding
  • ◆Up to 25 end users
  • ◆All platform features included
  • ◆Setup & deployment in 48hrs
  • ◆Email support included
Inquire Now →
Most Popular
● Recommended
$497
Per Month · Per Firm
Small to mid-size firms deploying to up to 100 end users.
  • ◆Full white-label branding
  • ◆Up to 100 end users
  • ◆All platform features included
  • ◆Priority 24hr deployment
  • ◆Priority email support
Inquire Now →
Business
$997
Per Month · Per Firm
Mid-size to large firms with unlimited end users.
  • ◆Full white-label branding
  • ◆Unlimited end users
  • ◆All platform features included
  • ◆White-glove setup & onboarding
  • ◆Dedicated support channel
Inquire Now →

All tiers include a one-time Onboarding & Configuration Fee. Deployed under your brand within 48 hours of receiving brand assets.

✓Your brand, your domain ✓Cancel anytime ✓Updates included ✓Full platform features
Start Today

Your Next Tax Strategy
Session is Free

24/7
Always Available
Seconds
To First Strategy
$0
To Start Today
No credit card · No commitment · Cancel anytime

Start Your Free Trial

🎁
Payment details collected via Stripe after your trial. No charge today.
🎉

You're In

Your free trial is active. Let's build your profile to personalize every strategy response.

Client Profile

Your answers personalize every strategy recommendation

Personal Information
Tax & Financial Profile
Planning Goals
Profile stays private & session-only
Session —
Senior Partner Intelligence Active

Welcome, Advisor

Your personalized tax strategy session is ready. Type, speak, or upload a document to begin.

Enter to send · Shift+Enter for newline ⚡ Comprehensive Mode

Contact Your Advisor

Reach out for implementation & compliance review

Phone
Email
Done