Start free. Pay only when you're ready to download or file your return.
| Feature | Free | File | Pro |
|---|---|---|---|
| Preview calculations | |||
| Upload documents | |||
| AI data extraction | |||
| Download PDF returns | — | ||
| MeF XML export | — | ||
| Unlimited amendments | — | ||
| Accuracy Guarantee | — | ||
| Multi-state filing | — | — | |
| Prior year comparison | — | — | |
| Priority support | — | — | |
| Audit Defense Available | — | — |
Yes. The Free plan gives you full access to upload documents, run AI extraction, and preview your calculated tax liability. You only pay when you're ready to download or file.
Per filing. Each tax year is a separate filing. If you file both federal and state returns, that's covered under one payment for the Pro plan.
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If you haven't downloaded your return, contact us within 7 days for a full refund. Downloaded returns are non-refundable.
Yes — contact us for volume pricing if your management company handles multiple HOAs.
Filing for multiple years? Contact us for volume pricing