Yes, tax planning is available exclusively to Carry members. If you’re already a member, you can add it to your plan at any time.
Tax Planning
On-demand tax planning, when you need it
Schedule sessions with a credentialed tax pro, throughout the year. Whether it’s a big decision or a quick question, get straightforward, personalized advice through flexible appointment-based consultations—without the guesswork or tax jargon.
Don’t just file taxes—plan ahead for what’s next
Year-round access to tax professionals means you can make informed decisions throughout the year, not just scramble at filing time. Get guidance that can help save you money before it’s too late.
Tax filing, preparation and planning services on Carry are offered by independent third-party tax preparation firms, not Carry or its affiliates. Carry does not provide tax advice. Terms apply.
Flexible expert advice, on your schedule
Skip the phone tag and long waits. Book sessions directly from your Carry account on a schedule that fits your needs, get straightforward answers from credentialed pros, and access expert guidance without the typical hassles of working with traditional tax firms.
Here's how it works:
01
Select a package
Select quarterly or monthly sessions, based on what fits with your personal schedule.
02
Book a session
From your dashboard, schedule a consultation at your convenience—no back-and-forth or phone calls.
03
Bring your questions—or your docs
Upload materials ahead of time, or just show up with questions. Your dedicated tax pro will be ready either way.
04
Walk away with clear next steps
After your meeting, you’ll receive a written recap covering key takeaways, decisions made, and action items.
Tailored strategies for your unique situation
Whether you’re navigating stock sales, choosing a business structure, or planning retirement contributions, get personalized tax advice from your pro based on your financial picture.
What's included
- Maximizing deductions and credits
- Guidance on quarterly estimated taxes
- Guidance on business structure and entity selection
- Tax implications for investments - such as stock sales, RSUs, capital gains, crypto, and tax-advantaged accounts
- General tax planning and strategy
- Retirement planning strategies
What's not included
- Tax preparation or filing services
- Consultation advice for returns outside of federal and state income tax filing (for example, estate or trust tax filings)
- Complex international tax matters (foreign corporations, partnerships, or trusts)
- Legal advice or entity formation
- Investment advice
- Highly specialized or unsupported tax topics, such as mining businesses
Flexible, transparent pricing
Meet quarterly or monthly—it’s entirely up to you. No surprise charges. Just expert tax guidance, exactly when you need it.
Tax planning is $499/year to meet quarterly, and $999/year to meet monthly.
Tax filing, preparation and planning services on Carry are offered by independent third-party tax preparation firms, not Carry or its affiliates. Carry does not provide tax advice. Terms apply.
Your complete tax back-office, all on Carry
Add tax planning to any membership for year-round guidance and strategy. For full-service support, include tax filing and bookkeeping—so you can spend less time managing taxes and more time growing your business.
Choose your Carry membership
Core
$29 /month
or $299/year
Solo 401k, IRAs, and Taxable Brokerage accounts
Invest in equities including stocks, ETFs, and mutual funds
Access to managed investments including Smart Yield and Roboadvisor
Add on tax filing, tax planning, bookkeeping, and financial planning for an additional fee
Full access to 20+ courses
Pro
$49 /month
or $499/year
Everything on Core, plus:
Invest in Crypto in your Traditional or Roth IRA
Access to Alternative investments in your Solo 401k, Roth IRA, or Traditional IRA
Advanced Solo 401k support including EACA credit filing
Questions before joining?
Do I need to be a Carry member to get access to tax planning?
Is tax planning included in my Carry membership?
No, tax planning is not included by default. It’s available as a separate add-on for both Core and Pro members, and can be purchased anytime from the Plan tab.
Who are your tax pro partners? Are they certified?
Currently we’ve partnered with April Tax Solutions Inc. for tax planning services. Their partners are either a certified public accountant (CPA) or an enrolled agent (EA). Neither Carry or its affiliates provide tax prep or filing services. Carry does not provide tax advice.
What kinds of topics are considered tax planning?
Tax planning includes: minimizing deductions and credits, guidance on quarterly estimated taxes, business structure and entity selection advice, investment tax implications, retirement planning strategies, and tax return review.
Tax planning does not include: Tax preparation or filing services, advice for returns outside of federal and state income tax filing, complex international tax matters, legal advice or entity formation, investment advice, highly specialized or unsupported tax topics.
Can my tax pro give me investment advice?
No, your tax pro is not certified to provide explicit investment advice. For investment recommendations, you’d need to consult with a licensed investment advisor.