Pricing
Work with a CPA and Financial Planner team for ongoing financial planning and tax support at a flat annual fee, or choose our AI financial assistant.
Essential
- Everything in Ultra software, plus:
- A dedicated CPA and Financial Planner team for you
- Single-filer return, quarterly taxes included
- Retirement & equity planning
- Quarterly advisor access
- Rentals
- 0
- K-1s
- 0
- States
- 1
- Brokerage
- 3
Plus
- Everything in Essential, plus:
- A dedicated CPA and Financial Planner team for you and your spouse
- Married filing jointly return, international coverage included
- One coordinated plan for both of you
- Quarterly and ad hoc advisor access
- Rentals
- 2
- K-1s
- 5
- States
- 3
- Brokerage
- 5
Premier
- Everything in Plus, plus:
- Business bookkeeping and tax filings, priced by complexity
- Joint or single return, complex international coverage
- Advanced equity & estate planning
- Priority advisor access
- Rentals
- 5
- K-1s
- 10
- States
- 5
- Brokerage
- 10
Compare advisor plans
A flat fee, not a variable percentage of your assets that grows as you do.
Your team
Household
Human CPA and Financial Planner
Advisor access
Free Ultra software included
Tax filing, included
Federal and state filing
Joint filing for you and your spouse
States included
K-1s included
Brokerage accounts included
Additional state, K-1, or brokerage account
Rental properties or side hustles
International exposure (FBAR, 8938, PFIC)
Quarterly taxes
Business bookkeeping and filings
Planning
Full financial picture
Retirement and equity planning
Advanced equity and estate planning
International financial 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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