Available Plans

Explore our two tiers designed to help you move forward with confidence, wherever you're headed next.

BASIC MONITORING
$19.99
Every month

Our Basic plan includes IRS transcript monitoring plus refund tracking with “Where’s My Refund,” so you always know where things stand. It’s hassle-free—set it and forget it, and we’ll notify you if anything changes. You also get instant status updates, so you know exactly when the IRS shows movement on your refund. 

  • Basic IRS transcript monitoring
  • Refund tracking with “Where’s My Refund”
  • Hassle-free monitoring - Set it and forget it - we'll notify you of changes
  • Instant status updates - Know exactly when the IRS shows movement on your refund
PLATINUM TAX MONITORING
$49.99
Every month

Our Platinum plan gives you full‑coverage protection, including IRS transcript monitoring and refund tracking through Where’s My Refund, so you always know exactly where your return stands. It’s truly set‑it‑and‑forget‑it: we’ll watch for changes and send instant status updates the moment the IRS shows movement on your refund. You’ll receive tax identity theft alerts by text and email, along with protection that includes fraudulent return and stolen refund detection, plus income mismatch alert. 

  • Basic IRS transcript monitoring
  • Refund tracking with Where’s My Refund
  • Hassle-free monitoring - Set it and forget it - we'll notify you of changes
  • Instant status updates - Know exactly when the IRS shows movement on your refund
  • Tax identity theft alerts (text + email)
  • Fraudulent return & stolen refund detection
  • Income mismatch alerts (W-2 / 1099 fraud)
  • Family Bundling Coverage (Spouse + Dependents)
  • 1 time, 30-minute Zoom Support from our Tax Advisors