Transparent pricing for strategic wealth.
All plans include a 30-day free trial until Jan 15th. Start optimizing today.
Minimum
YOUR TAX DASHBOARD SETUP + TAX STRATEGIES IDENTIFIED
$399.00
/qtr
WHAT'S INCLUDED
✓ Your Tax Dashboard setup
✓ Goals Questionnaire
✓ TaxZero Defined
✓ Tax Strategies Identified
✓ Equity Comp Tracker
✓ Club member virtual meetups
✓ Start 30-day free trial until Jan 15th
MOST POPULAR
Concierge
EVERYTHING IN MINIMUM + STRATEGY REVIEW WITH CFP/CPA
$799.00
/qtr
WHAT'S INCLUDED
✓ Everything in Minimum
✓ Strategy Review with CFP/CPA
✓ Quarterly Checkins
✓ Payslip Review
✓ Lifestyle Goal Tracker
✓ Annual Individual Tax Return
✓ Start 30-day free trial until Jan 15th
Diamond
EVERYTHING IN CONCIERGE + EXECUTION
$1,999.00
/qtr
WHAT'S INCLUDED
✓ Everything in Concierge
✓ Execution Support
✓ Partner Network Access
✓ Priority Support Line
✓ Direct Strategy Implementation
✓ Advanced Estate Planning
✓ Start 30-day free trial until Jan 15th
Our Guarantee
You will get 10x your annual membership in tax savings or we will refund your membership fees.
Why Choose Tax Zero?
Join thousands of users who trust Tax Zero for their tax management
Secure & Private
Bank-level encryption protects your sensitive tax data
Easy to Use
Intuitive interface designed for everyone, no tax expert needed
24/7 Support
Get help whenever you need it from our dedicated support team
✨ START YOUR FREE TRIAL TODAY
All plans include a 30-day free trial until Jan 15th
No credit card required • Cancel anytime • Full access to all features
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Choose the plan that best fits your needs
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Minimum
MOST POPULAR
Concierge Diamond
Dashboard setup
✓
✓
✓
Questionnaire access
✓
✓
✓
Tax drivers visible
✓
✓
✓
Tax plan recommendations
✓
✓
✓
Pay stub upload
✗
✓
✓
Strategy identification
✓
✓
✓
Strategy review
✗
✓
✓
Quarterly check-ins
✗
✓
✓
Full execution support
✗
✗
✓
Partner network access
✗
✗
✓
Frequently Asked Questions
Have questions? We’ve got answers.
Yes! You can upgrade or downgrade your plan at any time. Changes will be reflected in your next billing cycle, and we’ll prorate any differences.
We accept all major credit cards (Visa, Mastercard, American Express) through our secure payment processor, Stripe.
Absolutely. We use bank-level 256-bit encryption to protect all your data. Your information is stored securely and never shared with third parties without your permission.
Yes, you can cancel your subscription at any time from your dashboard. You will continue to have access until the end of your current billing period.
We offer a 30-day money-back guarantee. If you’re not satisfied with our service within the first 30 days, contact us for a full refund. In addition, if we do not identify tax savings for you of at least 10x your membership each year, we will refund your full membership fee at the end of the year.