Choose Your Plan
Unlock the full TaxLossHarvesting tax-loss harvesting suite. Secure checkout — cancel anytime.
Free Trial
no card required
Try the full platform free for 7 days. 15 AI assistant queries included — no charge, cancel anytime.
- Full platform access for 7 days
- No card required, no charge
- 15 AI tax assistant queries included
- Auto-expires — no surprise billing
Starter
Full platform for individual investors building their first harvest plan.
- Unlimited positions & live pricing
- Wash-sale + household §1091 detection
- CPA-ready PDF & CSV reports
- 25 AI tax assistant queries / month
- Email support
Pro
Full platform + priority support for active investors who want unlimited AI guidance.
- Everything in Starter
- MAGI / IRMAA cliff-aware guidance
- Carryforward loss ledger
- Estate step-up & multi-year projection
- Priority email support
Wealth
Full platform + concierge onboarding for households and power users.
- Everything in Pro
- Reconciled CPA export packet
- Advanced estate & wealth modeling
- Concierge onboarding & support
You'll be redirected to our secure payment partner (Base44 Payments) to complete your subscription. Your plan activates automatically once payment is confirmed.
Compare plans
Every paid plan includes the full harvesting engine. Trial and Starter have AI query caps; Pro and Wealth are unlimited. Paid tiers differ on support and the reconciled export packet.
| Feature | Free Trial | Starter | Pro | Wealth |
|---|---|---|---|---|
| Portfolio positions | Unlimited | Unlimited | Unlimited | Unlimited |
| Live crypto & stock pricing | ||||
| Wash-sale + household §1091 detection | ||||
| MAGI / IRMAA cliff-aware guidance | ||||
| Carryforward loss ledger | ||||
| Estate step-up & multi-year projection | ||||
| CPA-ready PDF & CSV reports | ||||
| Reconciled CPA export packet | ||||
| AI tax assistant | 15 queries / trial | 25 queries / mo | Unlimited | Unlimited |
| Support | Community | Priority email | Concierge | |
| Price | $0 · 7 days | $14/mo | $34/mo | $79/mo |