Tax Wellness LLC

Pricing

Simple, transparent pricing

Prepare for free. Pay only when you file. Annual subscribers save more on every transaction.

AnnualMonthlySave 50% on annual plans
·

Free

$0

Prepare free · pay to file

    Tax Preparation

  • All return types
  • Federal & state preparation
  • W-4 basic calculator
  • Tax estimator & tracker
  • Tax recommendations
  • Basic tax planning

    • PFIC

  • 2 PFICs free
  • MTM & excess distribution
  • Form 8621 generation
Standard filing fees apply
Most popular

Basic

$3.33/ mo

$6.66 / month

50% off · $39.96/yr

    Everything in Free, plus

  • W-4 optimizer & wizard
  • State withholding updates
  • Periodic W-4 reminders
  • What-if tax scenarios
  • Advanced tax recommendations
  • Year-round tax planning
  • Deduction finder
30% off filing & PFIC (annual)
1 month free

Premium

$8.33/ mo

$16.66 / month

50% off · $99.96/yr

    Everything in Basic, plus

  • Investment & capital gains
  • Rental income & expenses
  • Multi-state returns
  • Self-employed income
  • Advanced tax optimizer
  • AI tax recommendations
  • Proactive tax planning
  • AMT & credits planner
  • Audit protection
50% off filing & PFIC (annual)

Filing fees

Per filing

Charged at e-file based on return complexity. Annual subscribers receive their plan discount automatically.

ComplexityFee
SimpleW-2, standard deduction$9.99
StandardItemized, HSA, student loans$19.99
AdvancedInvestments, rental, freelance$34.99
ComplexMulti-state, self-employed, foreign$54.99
State e-file1st state free · additional states$9.99

Basic annual subscribers save 30% · Premium annual subscribers save 50% on all filing & state fees. Same fees apply to original, amended & prior year returns. PDF download always included.

PFIC Calculator

Add-on

Passive Foreign Investment Company reporting. Annual subscribers receive their plan discount on additional PFICs.

First 2 PFICsAll plans · resets each tax year
Free
Each additional PFICPer PFIC, per tax year
$5.00
Methods supported
MTM & Excess Dist.
Form 8621 generation
Included
Prior year carryover
Included

Basic annual −30% → $3.50 per PFIC · Premium annual −50% → $2.50 per PFIC.

Tax professional review

Add-on

Your return reviewed & signed off by a CPA, EA, or Tax Attorney within 5 business days. Available on any plan.

SimpleW-2 income only
$49
StandardW-2 + investments
$99
ComplexSelf-employed, rental, multi-state
$179

Filing fee is separate from review fee. Complexity auto-matched to your return.

Return complexity guide

Complexity is auto-detected. Same fee applies to original, amended & prior year returns.

Simple

W-2 only, standard deduction

Standard

Itemized deductions, HSA, student loans

Advanced

Investments, rental income, freelance

Complex

Multi-state, self-employed, foreign income