Pricing
Tax Plan OS is billed per client engagement. Firms attach a recurring plan to each deal so monitoring, substantiation and advisory work are funded for the life of the position.
Recurring plan
Tax Monitoring Plan
Monitoring, substantiation upkeep, and annual documentation refresh.
$299/ month per engagement
or $2,990 billed annually
Recurring plan
Advisory Retainer
Planning reviews, filing coordination, and professional support.
$999/ month per engagement
or $9,990 billed annually
Included in every workspace
- Full tax mitigation solutions library with authorities and eligibility rules
- Deal pipeline with stage gating and immutable audit events
- Per-deal data rooms with versioning, validation and approvals
- Lead network, referral routing and import tooling
- Client offers, payments, signatures and filing-package delivery
- Role-scoped access for owners, reps, ops, compliance and solo professionals
Engagement fees
Study, filing and implementation fees are set by your firm per solution and collected through the offer and payment workflow. Tax Plan OS does not set your client pricing and does not custody client funds.
Start your workspace Card details are handled by our payment provider — never by Tax Plan OS.