PLANS AND PRICING
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Free
For individuals getting started
Check if annualization applies
- Income estimation and analysis
- Annualization Method Assessment
- Safe Harbor Payment Tracking
Basic
For independent professionals
Complete tax calculations
- 1 User / Client
- Everything in Free
- State tax calculations
- Supplemental Compliance Reports
- Calculation history
Pro
For tax professionals and firms
Professional client management
- Everything in Basic
- Unlimited clients
- Client management dashboard
- Multi-client reporting
- Professional workspace
Start Your Free Tax Assessment
See if you need quarterly payments in under 2 minutes. No complex forms, no hidden fees.
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Try our interactive demo with sample data to see exactly how the calculator works.
No signup required • 2 minute walkthrough
Complete Feature Comparison
| Feature | Free | Basic | Pro |
|---|---|---|---|
| Method Analysis & Assessment | |||
| Federal Tax Calculations | |||
| State Tax Calculations | |||
| Calculation History | |||
| Detailed PDF Reports | |||
| Unlimited Client Calculations | |||
| Client Management Dashboard |
Perfect for:
- • Individuals determining the need for quarterly tax payments
- • Comparing Safe Harbor vs Annualized methods
"Do I need to make quarterly payments to avoid penalties?"
Perfect for:
- • Consultants and independent contractors
- • Small business owners optimizing cashflow
- • Realtors with variable income
- • Full-time investor or trader with gains and losses
- • Individual freelancers
"I'm a realtor with variable income who needs quarterly tax estimates"
Perfect for:
- • CPAs and enrolled agents
- • Tax preparation firms
- • Financial advisors offering tax services
"I'm a tax professional managing quarterly estimates for multiple clients"
Frequently Asked Questions
What's the difference between the Basic and Pro plans?
Basic ($25/quarter) is perfect for individuals managing their own taxes with 1 client limit. Pro ($50/quarter) is designed for tax professionals with unlimited client management, team collaboration, and firm-branded reports.
Can I upgrade or downgrade my plan anytime?
Yes, you can change your plan at any time. When upgrading, you'll have immediate access to new features. When downgrading, changes take effect at your next billing cycle.
Is the Free plan really free forever?
Yes! Federal quarterly tax calculations using safe harbor and annualized methods will always be free. This includes support for wages, self-employment, business, rental, and investment income.