Pricing
Pay only for what you need. Engage vetted advisors for free, or go Pro for advanced analytics, diagnostics, and year-round tax strategy.
Base
Free
Access the full platform and engage advisors.
- Browse & match with vetted advisorsConnect with credentialed tax professionals matched to your situation
- Secure document vaultEncrypted storage for your tax documents with granular access controls
- Escrow-protected paymentsFunds held safely until deliverables are accepted
- In-platform messagingDirect, audit-trailed communication with your advisor
- Project managementTrack engagement progress from intake through filing in one place
- Filing trackerMonitor every return and form across jurisdictions with deadline visibility
Pro
Recommended$8.99/month/entity
Billed annually · Save 33% — 1 month free, no credit card required
Unlock advanced analytics, tax diagnostics, projections, and entity management to take full control of your tax strategy.
- Everything in BaseAll features included in the Base plan
- Tax diagnostics & optimizationIdentify missed deductions, credits, and planning opportunities across years
- Tax projections & forecastingModel future tax liabilities under different income, residency, and entity scenarios
- Dynamic tax advice & optimization toolsInteractive guidance that adapts as your financial situation evolves
- Personalized tax news and actionsCurated tax updates and recommended actions tied to your profile
- Reminders for tax filings and paymentsAutomated alerts for upcoming deadlines, estimated payments, and elections
- Dynamic cross-border reviewContinuous review of treaty positions and residency exposure as your life changes
- Auto-upload of tax & financial informationPull statements and tax documents automatically from connected institutions
- Unlimited data storage and extractionNo caps on documents, entities, or AI-powered data extraction
Ready to Begin?
Join forward-thinking taxpayers who choose WhiteOwl for their tax needs.