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Choose Your Pricing Plan
Sponsor Plan
4,999$Ideal for preferred partners who want to offer tax documentation as a free service to their clients.- Annual retainer fee with billing based on usage and volume
- Organized for CPA review
- Unlimited edits for each report within 30 days
- Free quarterly summary report with total hours
- Firm name included in partner referral dropdown
- Clients enjoy special partner-only benefits
- Best Value
Annual Plan
1,999$Every yearIdeal for solo investors who want the lowest cost per report and priority documentation support- 120 active participation reports per year
- 50 private aviation reports per year
- Priority documentation support on entries
- Organized documentation for CPA review
- Unlimited edits within 30 days
- Quarterly Excel report with total hours
- Year‑end summary (PDF/CSV export)
Monthly Plan
249$Every monthIdeal for solo investors who want flexibility- 10 active participation reports per month
- 5 private aviation reports per month
- Human documentation support on entries
- Organized documentation for CPA review
- Unlimited edits within 30 days
- Quarterly Excel report with total hours
- Year‑end summary (PDF/CSV export)
Aviation, Yacht, REPS, R&D & Farm Plan
2,999$Every yearAnnual documentation support for tax strategies like private aviation, material participation for REPS, R&D and Farms- 120 active participation reports per year
- 50 private aviation reports per year
- Priority documentation support on entries
- Organized documentation for CPA review
- Unlimited edits within 30 days
- Quarterly Excel report with total hours
- Year‑end summary (PDF/CSV export)
Short Term Rental & Equipment Plan
1,999$Every yearAnnual documentation for tax strategies that require 100 hour active participation like STR & Equipment Rentals- 120 active participation reports per year
- Up to 250 hours of active participation
- Priority documentation support on entries
- Organized documentation for CPA review
- Unlimited edits within 30 days
- Quarterly Excel report with total hours
- Year‑end summary (PDF/CSV export)
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