Flat-fee tax and financial planning services
Nino uniquely combines a CPA and a financial planner to proactively advise you across your entire financial picture.
How it works
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Talk with our team
Share your financial goals and walk away with an insight, whether you sign up with Nino or not.
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Choose your membership
Pick the plan that fits your household and the support you want.
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Get your personalized plan
In your first two weeks, your CPA and financial planner build a custom tax and financial plan around your goals.
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Meet every quarter
Regular check-ins keep your plan proactive as life changes.
For 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 team.
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.
Why members work with Nino
A flat fee, a team that knows you, and taxes handled for you.
Your year with Nino
- Q1 review Tax plan for the year
- Q2 review Equity and cash check-in
- Q3 review Year-end moves Next
- Q4 review Ready for tax season
Year-round help from your team
Meet your team every quarter. Plus adds time between meetings, Premier gives you 24/7 access, and Nino’s AI answers questions any time.
Book a free consultation2026 tax return
Ready to sign- Documents received
- Return prepared by your CPA
- Your review and signature
- Filed, federal and state
Your CPA prepares and files your taxes
Your CPA prepares your federal and state returns with your plan in view, and nothing is filed until you review and sign.
See tax filingYour team
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Levi Larsen, CFP
Founding Financial Planner
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Shehan Chandrasekera, CPA
Head of Tax, Nino
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Warren Wu, CPA
Nino Tax Lead
The same team, year after year
A dedicated CPA and financial planner learn your finances once and build on them every year, so you never start over with someone new at tax time.
Meet the teamYour quote
Plus$4,800 / yr
- Your financial plan
- Federal and state tax filing
- Quarterly meetings with your team
- Percentage of your assets None
Know your price before you start
One flat annual fee, quoted before you join. It covers your plan, your meetings and your tax return, and it never grows with your portfolio.
Compare plansThe 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, Nino
Leads tax strategy at CoinTracker and Nino, and a nationally recognized expert in cryptocurrency taxation. 1 of 12 experts selected to testify on U.S. Treasury digital asset regulations.
Warren Wu, CPA
Nino Tax Lead
Over a decade on complex individual and business tax returns, most recently at Sax LLP. Helped build Column Tax's software, which processed over 1 million returns.
What our members say
Why members trust Nino with their financial future.
“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
Pick your plan.
Every plan includes a CPA and financial planner team, tax filing and our Ultra software.
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
Most Popular- 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
Software from $20 a month
Our AI financial assistant on its own, with a 7-day free trial.
30-day money-back guarantee
Try Nino risk free. If we are not the right fit in your first 30 days, you get a full refund.