Try TaxElm free for 7 days

Complete your tax strategy questionnaire, get your personalized plan, and see exactly what implementing one of these strategies actually looks like. No charge for 7 days.

Features

What you get during the trial

Your personalized strategy plan.

Answer questions about your business, income, and situation. Get back the specific strategies that apply to you, ranked by likely impact

One implementation module.

Pick the strategy you most want to act on. You get the full walkthrough, templates, and documentation.

One Ask a Pro conversation.

Send a real question to a real tax professional and get a real answer.

The Financial Summary tool.

Full access.

When you become a member, the annual consultation, tax return review, monthly webinars, and partner directory open up as well.

Your Path to Lower Taxes

How the trial works

1

Start your trial.

You will pick monthly or annual pricing and enter a card. You are not charged today.

2

Use it for 7 days.

Complete the questionnaire, open your module, ask your question.

3

Decide.

Cancel inside 7 days and you are not charged. Stay, and your membership begins.

What it costs after the trial

Monthly: $274 per month. Annual: $2,749 per year. TaxElm is a 12 month commitment, and you select monthly or annual when you start the trial.

We will email you before your trial ends so the charge does not come as a surprise.

Our 30 day money back guarantee applies to you the same as any other member. If we do not show you strategies worth more than your membership, you get your money back.

Will I be charged during the trial?

No. Your card is on file but nothing is charged for 7 days.

What happens if I do nothing?

Your trial converts into the plan you selected and your 12 month membership begins. We will email you before that happens.

How do I cancel?

Log in and click "Cancel Trial" in the left navigation. That is it. No phone call and no retention gauntlet.

Is 7 days really enough?

It is if you complete the questionnaire in the first day or two. That is the piece that shows you what TaxElm is actually worth to you.

Why is there a 12 month commitment?

Because tax planning is a year round activity, not a one time fix. Strategies get set up in one quarter and implemented in another, and the results show up on a return you file the following year. A month is not enough time for any of it to matter.

Does TaxElm prepare my tax return?

No. We focus on strategy. Members get introductions to our vetted tax prep partners.

Try TaxElm free for 7 days

Complete your tax strategy questionnaire, get your personalized plan, and see exactly what implementing one of these strategies actually looks like. No charge for 7 days.