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Pricing · 2026

Tax Alpha pricing

2 plans on the record · a free trial

Every plan

Federal

$2,500 a year

Billed annually. About $208/mo, save $488 a year.

Unlimited clients · Full strategy library · Scenario modeling on existing returns · AI copilot · Automated planning summaries · Client-ready proposals · Priority support

Federal + State

$3,000 a year

Billed annually. About $250/mo, save $588 a year.

Everything in Federal · State planning for California and Idaho