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Which Plan Is Right For Me?
In general, we recommend selecting the Advanced Plan if any of the below are true:
- You typically have a lot of taxes to pay
- You are a high revenue earner
- You want a higher level of support
We recommend the Essential Plan if any of the below apply to you:
- You want help optimizing your taxes
- You want to know how much estimated tax you should pay
- You want a secure portal
And we recommend the Basic Plan if this applies to you:
- You want your tax return prepared and filed
- You don't need any support after filing
