PLANS AND PRICING
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Personal
For individuals doing their own taxes
The complete calculator · 1 calc per quarter
- Complete federal & state calculations
- Annualization & Safe Harbor methods
- Detailed PDF report
- Save your calculation history
- Send to your accountant for review
- 1 calculation + revisions each quarter
Business
For accountants & small practices
billed $196/year
Up to 10 clients
- Everything in Personal
- Manage up to 10 clients
- Client management dashboard
- Unlimited calculations
- Supplemental compliance reports
Business Unlimited
For tax professionals and firms
billed $499/year
Unlimited clients
- Everything in Business
- Unlimited clients
- Multi-client reporting
- Professional workspace
- White-label reports
- Priority support
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See if you need quarterly payments in under 2 minutes. No complex forms, no hidden fees.
Complete Feature Comparison
| Feature | Personal | Business | Business Unlimited |
|---|---|---|---|
| Method Analysis & Assessment | |||
| Federal Tax Calculations | |||
| State Tax Calculations | |||
| Save Calculation History | |||
| Detailed PDF Reports | |||
| Send to Accountant for Review | |||
| Calculations | 1 / quarter | Unlimited | Unlimited |
| Number of Clients | Just you | Up to 10 | Unlimited |
| Client Management Dashboard | |||
| Multi-client & Firm Reporting |
Perfect for:
- • Freelancers, consultants, and independent contractors
- • Realtors, investors, and traders with variable income
- • Anyone who wants a second opinion from their accountant
"I want to calculate my own quarterly taxes and send them to my accountant to double-check."
Perfect for:
- • Solo accountants and bookkeepers
- • Small practices managing up to 10 clients
- • Advisors handling a handful of returns
"I manage quarterly estimates for a handful of clients."
Perfect for:
- • CPAs and enrolled agents
- • Tax preparation firms
- • Financial advisors offering tax services
"I'm a tax professional managing quarterly estimates for unlimited clients."
Frequently Asked Questions
What's the difference between the Business and Business Unlimited plans?
Business ($69/quarter or $196/year) is built for accountants and small practices managing up to 10 clients. Business Unlimited ($169/quarter or $499/year) is designed for tax professionals and firms with unlimited client management, team collaboration, and firm-branded reports. Annual billing saves you up to 29% versus paying quarterly.
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 Personal plan really free forever?
Yes! The Personal plan is the complete calculator, free forever — full federal and state calculations using safe harbor and annualized methods, covering wages, self-employment, business, rental, and investment income. You also get a detailed PDF report, saved calculation history, and the ability to send your results to your accountant for review. It's limited to one calculation (plus revisions) per quarter and requires a free account.
What do the paid plans add over Personal?
The calculations are identical on every plan — paid plans don't unlock a "better" calculator. Business and Business Unlimited are built for tax professionals: they add the ability to manage multiple clients (up to 10 on Business, unlimited on Business Unlimited), a client management dashboard, unlimited calculations, and firm-level reporting. If you're calculating taxes just for yourself, Personal is all you need.