AI Tax Accountant offers three ways to pay: a monthly or annual Subscription, a one-time Season Pass, or a single First Report. This article gives you the prices for each and a quick sense of who each is built for. Detailed comparisons live in the related articles linked at the bottom.
Subscriptions — Annual (default)
- Essentials — $97/month, billed $1,164/year. Core GAAP statements and Tax Alpha Snapshot.
- Professional — $197/month, billed $2,364/year. Adds full strategy, General Ledger export, and QuickBooks mapping.
- Advisory — $397/month, billed $4,764/year. Adds the full Alpha Strategy Report, missed-deduction analysis, entity recommendations, and multi-entity support.
Subscriptions — Monthly
- Essentials — $147/month.
- Professional — $297/month.
- Advisory — $597/month. Advisory monthly carries a 3-month minimum commitment.
Annual billing saves roughly 34% compared with monthly across all three tiers. If you plan to use the portal for a full tax year, annual is the lower-cost path.
Season Pass — one-time, 12 months to use
- Essentials Pass — $297, 2 reports.
- Professional Pass — $597, 4 reports.
- Advisory Pass — $797, 4 reports — includes the Entity Memo and Strategy Brief.
- Add-on Run — $149, 1 additional report for existing pass holders.
A Season Pass is a single charge with no recurring billing. Reports are credited to your account immediately and remain usable for 12 months from purchase.
First Report — single report, $47 or $97
- First Report — Essentials — $47, one Tax Alpha Snapshot.
- First Report — Professional — $97, one Tax Intelligence Report.
A First Report is the lowest-cost way to try the portal on real data. If you convert to a matching monthly subscription within 7 days of purchase, the First Report price is credited toward your first month.
Where to manage your plan
All plans are managed from portal.aitaxaccountant.com. Sign in and use the Billing page to subscribe, switch, or cancel. New customers can also start from the public Pricing page on aitaxaccountant.com.