We offer consultations with CPA & CFP® professionals
Empowering your financial future
Personalized financial coaching, guided by trusted experts.
AI Chatbot
Free access to our custom AI chatbots to answer your simple tax & financial questions.
Consultation
Sign up for a paid, 30-minute consultation with a CPA, CFP® professional.
Referrals
We can help you find a trustworthy CPA, CFP®, or other financial or legal professionals.
Choose Your Path
Select the option that best describes you for tailored financial guidance
W2 Employee
$79.99*
Best if you want expert advice
Get guidance on tax withholdings, retirement planning, and maximizing employee benefits
- 30-minute consultation with a CPA, CFP®
- Access to our custom AI chatbot
* Additional consultations $99.99
Business Owner
$99.99*
Best if you want expert advice
Optimize business structure, tax strategies, and retirement planning for entrepreneurs
- 30-minute consultation with a CPA, CFP®
- Access to our custom AI chatbot
* Additional consultations $149.99
NCAA / Professional Athlete
Navigate NIL deals, endorsement income, and unique tax situations for athletes (Coming soon)
Free
Best for basic questions
Optimize business structure, tax strategies, and retirement planning for entrepreneurs
- Access to our custom AI chatbot
- Custom chatbots for W-2 employees, W-4 help, and business owners/freelancers
- Especially great for W-2 employees that want more information on IRAs, 401(k) accounts, and health savings accounts
Take the stress out of money – our plans grow with you and your goals
Destress your finance, our offers evolve according to your needs.
Frequently
asked questions
Our chatbots are designed to prioritize trustworthy sources that we as CPA and CFP® professionals use regularly.
About us
Nathan Urquhart
CPA, CFP®
Founder
Education
B.S Finance from University of Southern California, Marshall School of Business
Licenses and certifications
- CPA (Certified Public Accountant)
- CFP® Professional (CERTIFIED FINANCIAL PLANNER®)
Amar Patel
CPA, CFP®
Co-Founder
Education
- Master of Tax Law from Loyola Law School (Los Angeles)
- B.S. Finance, B.S. Operations Management from Indiana University, Kelley School of Business
Licenses and certifications
- CPA (Certified Public Accountant)
- CFP® Professional (CERTIFIED FINANCIAL PLANNER®)