TaxFTW
Get the tax help software can’t provide.
Levels of TaxFTW Service
Basic: $750-$1,000
Best for W-2 employees, retirees, and investors with standard brokerage activity.
What's Included:
Review of the most recent two years of federal and state returns as filed
Identification of potential errors, missed opportunities, or future planning opportunities
Assessment of withholding or estimated tax payment accuracy
Written summary of findings and recommendations
One 30-minute follow-up call to discuss the deliverable and findings
Not included: tax return preparation, multi-year projections, scenario modeling, or review of international tax forms — see Premium.
Premium: $1,800-$3,000
Best for equity-compensated employees, business owners, real estate investors, pre-retirees, and clients with international financial complexity.
What's Included:
Everything in TaxFTW Basic
Federal and state tax projections
Scenario modeling (Roth conversions, AMT crossover, transaction planning)
Estimated tax payment schedule for the current year
International tax complexity review (FBAR/FinCEN 114, Form 8938/FATCA, PFIC exposure, foreign tax credits)
Up to two 45–60 minute planning calls (discovery + delivery)
TaxFTW Premium does not prepare or file any tax forms. We identify issues, model the impact, and give you a clear plan of action.
How It Works
(1) Complete a short intake form. Covers your income sources, filing situation, equity comp, and other potential complexities of your tax situation. Takes 5–10 minutes.
(2) We confirm your tier and fee within 48 hours. Surprise bills are no fun. Your fee is set before any work begins.
(3) Upload your documents securely. Prior-year returns and any relevant supporting documents are shared through our client portal.
(4) We do the work. Basic engagements take 5–10 business days. Premium includes a discovery call before we start to discuss goals and objectives of the tax projection.
(5) You get a written deliverable — and a call to walk through it. Clear findings, actionable recommendations, and plain English.
Who is TaxFTW for?
Tech employees with equity compensation who want clarity on a specific tax situation — without a full financial plan
DIY investors who manage their own portfolios but want a professional tax review
People who file via TurboTax or H&R Block and have never had a second set of expert eyes on their tax return
Anyone going through a major transition — job change, liquidity event, IPO, etc.
Financial advisors looking for a specialist tax resource for their clients (see below)
Are you a Financial Advisor?
TaxFTW is available as a specialist tax resource for clients of other advisory firms. We handle the tax strategy — you keep the full planning and investment relationship.
We're an advice-only, fee-only firm with no interest in managing investment assets. That makes us a non-threatening referral partner. Your client gets expert tax guidance. You look better for providing it.
Interested in a referral arrangement? Reach out directly to tax@equityftw.com.
Frequent Asked Questions
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No. TaxFTW is advice and strategy only. We review your existing returns, identify issues, model scenarios, and give you a clear written plan. If you need someone to prepare or file your return, we can help point you in the right direction.
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Oftentimes, yes. Many CPAs are focused on preparing and filing your return accurately, while generally working under time pressure caused by compliance deadlines. TaxFTW focuses on strategy: finding opportunities your CPA may not have had time to explore and planning ahead to reduce what you'll owe in future years. Many TaxFTW clients have a CPA for their tax filing and use us for the planning layer on top, as well as a second set of eyes on the accuracy of their return.
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Basic is a review of what's already happened — we look at your prior returns and tell you what we found: potential errors, planning opportunities and recommended next steps. Premium adds forward-looking planning: projections and scenario modeling. If you're not sure which fits, the intake form will help us figure it out.
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The intake form will help us figure that out together. As a rough guide: if you mostly have W-2 income and standard investments, Basic is probably right for you. If you have equity compensation, a business, real estate, international exposure, and/or you're planning a major transaction — Premium is likely a better fit.
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Basic engagements are typically delivered within 5–10 business days of receiving your documents. Premium engagements include a discovery call before we start, to identify the objectives of your tax projection, and delivery typically within 10–15 business days. We'll confirm timing at the start of your engagement.
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After you submit the intake form, we review your situation and confirm your tier and fee within 48 hours — before any work begins. If your return turns out to be significantly more complex than the intake indicated, we'll pause and discuss with you before continuing. No surprise bills.
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If your return reveals significantly more complexity than your intake form indicated, we'll pause before continuing and discuss your options. You can upgrade your tier or receive a partial deliverable at your original fee. We never increase your fee without your explicit consent.
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We review FBAR (FinCEN 114) and FATCA (Form 8938) filing obligations, foreign tax credits, PFIC exposure, and foreign entity interests. We don't prepare or file these forms — we identify issues, model the tax impact (if any), and advise on next steps. Clients who need compliance filings will be referred to a qualified international tax CPA or attorney.
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No — it's a standalone service. That said, some TaxFTW clients choose to continue into a full financial planning relationship (PlanFTW) after seeing the quality of work. That conversation happens at the end of the engagement, if it's relevant to you.
Ready to get started?
Fill out a short intake form and we'll confirm your tier and fee within 48 hours. No commitment until you say yes.