Invest In The Right Plan.

Save Thousands On Your Tax Bill

Every TaxMD™ plan includes CPA-vetted strategies and AI-powered recommendations, upgrade anytime as your needs grow.

From Free Planning To Detailed Implementation
1
Step 1

Start Free

2
Step 2

Choose Plans

3
Step 3

Onboard Yourself

4
Step 4

Answer Questions

5
Step 5

Implement Plan

What this really means

This Isn't A Tax Return. It's Your Life, With Breathing Room.

Numbers convince the head. Moments convince the heart. Here's what $89,200 a year quietly changes for the people who count on you

THAT'S ABOUT

$8,200/mo

back in your pocket, every month

FAMILY MEMORIES

11 Dream Vacations

Picture the kids faces as a real, screens-down week together, paid for by taxes you would have lost.

THEIR FUTURE

14+ Years Of College

Five years of savings can quietly fund a child's education: no loans, no compromise on the school they pick.

HOME, FASTER

31 Months Off The Mortgage

Imagine the day the bank calls it paid, years earlier than you planned, with the same income.

TIME BOUGHT BACK

68 Months Of Retirement

Every dollar saved is a morning you don't have to set an alarm for. That's what we're really saving.

TWO VERSIONS OF NEXT APRIL

WITHOUT A PLAN

That familiar knot in your stomach. A surprise bill. The frustrated feeling you always overpay, and never quite know why.

Same income. Less to show for it

WITH YOUR CPA

Calm. A plan in writing. $89,200 that actually stays with your family, already earmarked for the things you've been putting off.

Same income. A very different year

“We took the kids to Italy last summer on what we used to send to the IRS. My wife cried at the airport. That's what a good CPA actually does.”

AT

Anna Tranun

Small business owner • Austin, TX

TRUSTED BY INVESTORS, BUSINESS OWNERS & PROFESSIONALS

Pathway CPA Group, LLC
Ueltschi & Co.
W-2 Amazon
Silverton Mortgage
ProGreen Outdoor Solutions
PeakeFi
Beat Hospitality
Wayfinder CPA LLC
Costsegrx
Attracct Accounting Advisors
Pathway CPA Group, LLC
Ueltschi & Co.
W-2 Amazon
Silverton Mortgage
ProGreen Outdoor Solutions
PeakeFi
Beat Hospitality
Wayfinder CPA LLC
Costsegrx
Attracct Accounting Advisors

Choose A Plan That Best Suits You To Get Started With TaxMD™.

Tax Control

$169.97

Per month

Billed annually

Start with Tax Control
What do you get?

Everything Else in Tax Control

  • 10 Tax Plans per year
  • Unlimited AI Credits per year
  • 15 GB Cloud Storage per year
  • Unlimited Event Driven Scenarios per year
Solves

I want to stop overpaying taxes but don know where to start.

Value

  • Stay continuously optimized as your income, business, or investments change

  • Feel confident that you are always using the best possible structure

  • Know that tax law changes are automatically accounted for

Not for you if:
  • You have a simple W-2 income and no major changes.
  • You only want limited changes to once created plan.
  • You’re price-sensitive and don’t value peace of mind
  • You do not want to directly access a CPA to schedule a call
Add On
Need Help Implementing Strategies?
-43%

Add 1hr Q&A call with the Tax Professional who built this software

Add it for:

$10.00

Most Popular

Tax Optimizer

$88.97

Per month

Billed annually

Start with Tax Optimizer
What do you get?

Everything Else in Tax Optimizer

  • 4 Tax Plans per year
  • 50000 AI Credits per year
  • 10 GB Cloud Storage per year
  • 10 Event Driven Scenarios per year
Solves

I want to minimize my tax bill legally, without audit risk.

Value

  • Create tax-efficient entity structuring (LLCs, S-Corps, and Such)

  • Avoid costly "what if I had done this" regret

  • Upload documents instead of manual entry

  • Adjust plans as life and business changes

Not for you if:
  • You only want to understand your tax situation at a high level
  • You don't need to compare multiple strategies or scenarios
  • Your income and life situation rarely change
  • If your CPA already does amazing tax planning and delivers the step-by-step plan
Add On
Need Help Implementing Strategies?
-29%

Add 1hr Q&A call with the Tax Professional who built this software

Add it for:

$10.00

Tax Clarity

$49.97

Per month

Billed annually

Start with Tax Clarity
What do you get?

Everything Else in Tax Clarity

  • 1 Tax Plan per year
  • 25000 AI Credits per year
  • 5 GB Cloud Storage per year
  • 4 Event Driven Scenarios per year
Solves

My taxes are complex and I want them handled completely.

Value

  • Understand your tax situation

  • See potential savings opportunities in your real tax rate

  • Make informed decisions with confidence

  • Walk away with one solid plan for the year

Not for you if:
  • You want to upload documents and automate everything
  • You need multiple plans or ongoing adjustments
  • You want to compare different strategies side-by-side
  • Your situation involves businesses, rentals, or entities
  • You want continuous optimization throughout the year
Add On
Need Help Implementing Strategies?

Add 1hr Q&A call with the Tax Professional who built this software

Add it for:

$697.00

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TRUSTED BY INVESTORS, BUSINESS OWNERS & PROFESSIONALS

Pathway CPA Group, LLC
Ueltschi & Co.
W-2 Amazon
Silverton Mortgage
ProGreen Outdoor Solutions
PeakeFi
Beat Hospitality
Wayfinder CPA LLC
Costsegrx
Attracct Accounting Advisors
Pathway CPA Group, LLC
Ueltschi & Co.
W-2 Amazon
Silverton Mortgage
ProGreen Outdoor Solutions
PeakeFi
Beat Hospitality
Wayfinder CPA LLC
Costsegrx
Attracct Accounting Advisors

Questions About Pricing?
We've Got Answers