Is the free analysis really free?

Yes — completely free, no credit card required. You'll see which programs you may qualify for, but payment estimates and strategy details require an upgrade.

Why should I pay when I can call a tax firm for free?

"Free consultations" from tax firms are sales calls. TaxIntelAI gives you real numbers and options before you talk to anyone — so you negotiate from a position of knowledge, not desperation.

Can I upgrade after starting with the free tier?

Absolutely. Your analysis is saved and you can unlock Standard or Premium at any time directly from your results screen.

What is the Human-Assisted Expert Review included in Premium?

A tax specialist personally reviews your AI-generated report and delivers detailed written feedback within 1–2 business days. Before submitting your review request, you must upload three documents via the AI Document Analysis tool: (1) IRS Account Transcripts for each tax year you owe, (2) the last 3 months of pay stubs, and (3) the last 3 months of bank statements. Without these, the specialist cannot accurately assess your case. This is not legal advice or representation — it is expert written guidance on your AI results.

What is IRS Form 433-D and why is it included in Premium?

Form 433-D is the official IRS Installment Agreement form — it's the actual document you submit to set up a monthly payment plan. Most tax firms charge separately to prepare it. With Premium, we pre-fill it using the income, expense, and payment figures calculated from your analysis, so it's ready to sign and submit. You still need to review it and add your banking details, but the hard part is done. Form 433-A (individual financial disclosure) is also included.

Is there a refund policy?

Yes — 30-day money-back guarantee on all paid tiers. No questions asked.

Pricing

Know Exactly What You Qualify For.
Before Paying Anyone.

Avoid paying thousands to a tax firm before knowing your options. Get clarity first — then decide.

30-day money-back guarantee

Secure & encrypted

Results in 2 minutes

Still have questions after the quiz?

2-minute quiz

Which option is right for me?

Answer 3 quick questions and we'll point you to the exact plan — or tell you if you should talk to a professional instead.

3 questionsNo email requiredInstant recommendation

Have questions about our plans?

Best Value

Premium

For serious cases ready to take action

$149

One-time payment

Everything in Standard, plus:

Full qualification breakdown
Monthly payment estimate
Settlement estimate (OIC)
Recommended resolution strategy
Step-by-step next actions
Downloadable PDF report
Pre-filled IRS Forms 433-A & 433-D
Detailed financial analysis
AI Document Analysis (transcripts, pay stubs, bank statements)
Priority AI insights
Human-Assisted Expert Review (add-on, +$199)

Human Expert Review is an optional add-on (+$199) — not included in the $149 Premium price. Available after purchase via the Add-Ons section below.

Standard

For most people — the clarity you need

$59

One-time payment

Everything in Free, plus:

Full qualification breakdown
Monthly payment estimate
Settlement estimate (OIC)
Recommended resolution strategy
Step-by-step next actions

Want IRS forms, a PDF report & Human Expert Review?

Free

See if you qualify — no commitment

No credit card required

What's included

AI-powered intake (8 questions)
Basic qualification labels
Program likelihood (no numbers)
Payment & settlement estimates locked
Strategy & action plan locked

Best DealSave $49 vs buying separately

Premium + Expert Review Bundle

Get everything in Premium — full analysis, IRS forms, PDF report, AI document analysis — plus a tax specialist's written review of your case. All in one purchase.

Full Premium analysisPre-filled IRS Forms 433-A & 433-DAI Document AnalysisSpecialist written reviewDelivered in 1–2 business days

$299

$348

Save $49

30-day money-back guarantee

Not sure yet?

By purchasing, you agree to our Terms of Service. All purchases are subject to our 30-day money-back guarantee.

No surprises

What Happens After You Pay?

Here's exactly what to expect — step by step — for each plan.

Immediately

Payment confirmed

You'll see a confirmation screen and receive a receipt email within seconds. Your purchase is secured.

Instantly

Your full results unlock

Your existing analysis upgrades automatically — no need to retake anything. Payment estimates, settlement numbers, resolution strategy, and step-by-step actions are all revealed.

Within 5 minutes

Access link sent to your email

We send a secure link to your results so you can return anytime — even from a different device. No account required.

At your pace

Review your strategy & take action

Your results include a recommended resolution program, estimated monthly payment or settlement amount, and a prioritized action list. Most users act within a few days.

Need more? You can upgrade to Premium at any time from your results screen.

30-day money-back guarantee

Not satisfied for any reason? Full refund, no questions asked.

Secure Stripe checkout

Your payment is processed by Stripe — we never store card details.

Access never expires

Your results and documents are yours to keep. No subscription, no expiry.

Compare Plans

Feature	Free	Standard $59	Premium $149
Qualification Results
Payment Estimates
Settlement Estimate (OIC)
Resolution Strategy
Step-by-Step Actions
Downloadable PDF Report
IRS Forms 433-A & 433-D
AI Document Analysis
Human-Assisted Expert Review (add-on, +$199)

Optional Add-Ons

Go Further When You're Ready

Standalone upgrades — available with any plan

Best Deal — Save $49

Premium + Expert Review Bundle

Everything you need — AI analysis + human specialist review

Full qualification breakdown & strategy

Monthly payment & OIC settlement estimates

Downloadable PDF report

Pre-filled IRS Forms 433-A & 433-D

AI Document Analysis (transcripts, pay stubs, bank statements)

Tax specialist written review of your case

Strategy adjustments from a real expert

Delivered in 1–2 business days

$299

$348

You save $49

One-time payment

30-day money-back guarantee

Premium UpgradeDelivered in 1–2 business days

Human-Assisted Expert Review

A tax resolution specialist personally reviews your Premium AI report and uploaded documents, adjusts the strategy if needed, and delivers detailed written feedback.

Requires Premium. Expert Review uses the documents & financial data collected as part of the Premium plan.

3 documents required before review begins

IRS Account Transcripts

Pay Stubs (last 3 months)

Bank Statements (last 3 months)

Upload these via AI Document Analysis before submitting your review request.

Specialist reviews your full AI report + documents
Strategy adjustments if needed
Detailed written feedback via email
Not a sales call — written only

Add-on to Premium

$199

Learn More

RecurringCancel anytime

IRS Transcript Monitoring

Stay ahead of IRS changes. We monitor your balance, flag new notices, and send updated recommendations whenever your situation changes.

IRS balance & transcript tracking
New notice alerts
Ongoing AI recommendations
Monthly status report

Per month

$49.99

Get Started

Your Path Forward

How Far Do You Need to Go?

Most people start with AI analysis and stop there. Others want a second set of eyes. A few need full professional handling. Here's how it works.

Start Here

TaxIntelAI Analysis

Answer 8 questions. Get your qualification results, payment estimates, settlement estimate, and a step-by-step strategy — in minutes.

Free to start

Full results from $59

IRS forms + PDF from $149

Most users stop here — and that's enough.

Optional Add-On

Expert Review

A tax specialist reviews your AI report and uploaded documents, adjusts the strategy if needed, and delivers written feedback within 1–2 business days.

Requires Premium plan

Written feedback only — not a call

Not legal advice or representation

+$199 add-on · Good for complex cases

Full Representation

Nexera Tax

Hire Nexera Tax's licensed professionals to handle your filing start to finish — Installment Agreement, CNC, or Offer in Compromise. You don't touch the IRS.

Licensed professionals you hire

Full IRS filing & representation

From $1,500 (IA/CNC) · From $3,500 (OIC)

For those who want it fully handled

You don't have to commit to anything upfront. Start with the free analysis, see your results, and decide from there. Each step is optional and independent.

Done-For-YouPowered by Nexera Tax

Want Us to Handle It For You?

Once you know your options, our partner team at Nexera Tax can file your Installment Agreement, CNC application, or Offer in Compromise — start to finish. No guesswork, no IRS phone calls.

Installment Agreement

From $1,500

CNC Filing

From $1,500

Offer in Compromise

From $3,500

Only available after completing your free analysis

We'll match you to the right service after your results

Common Questions

Get Started

Get Clarity First. Then Decide.

"Avoid paying thousands to a tax firm before knowing your options."

Start free — see your qualification results — then unlock the full picture for $59 or $149.

No credit card · No commitment · 30-day money-back guarantee

Know Exactly What You Qualify For. Before Paying Anyone.

Which option is right for me?

Premium + Expert Review Bundle

What Happens After You Pay?

Payment confirmed

Your full results unlock

Access link sent to your email

Review your strategy & take action

Compare Plans

Go Further When You're Ready

Human-Assisted Expert Review

IRS Transcript Monitoring

How Far Do You Need to Go?

TaxIntelAI Analysis

Expert Review

Nexera Tax

Want Us to Handle It For You?

Common Questions

Get Clarity First. Then Decide.

Know Exactly What You Qualify For.
Before Paying Anyone.