Pricing

Invest in your tax savings

The average Pro user saves over $30,000/year in taxes. That's a 86x return on a $29/mo subscription.

🎉 Every plan includes a 14-day free Pro trial — no credit card required

Free

$0

Free forever — includes 14-day Pro trial

Free Tax Checkup (unlimited)
Education Library (all guides + modules)
Path Quiz
Marketplace Browsing
14-day Pro Trial
Most Popular

Pro

$29/mo

or $278/yr (save 20%)

Full access to every tool. Built for serious wealth builders.

Everything in Free
AI Tax Strategy Calculator
Depreciation Forecasting (10-yr projections)
Depreciation Recapture Planning
REPS Hour Tracking (750-hour dashboard)
STR Hour Tracking (per-property, 7-day avg)
AI-Assisted Hour Logging
Phone Call Import
Gmail & Calendar Sync
Analytics Dashboard
CPA-Ready Audit Reports (PDF)
Unlimited Properties
STR Market Analyzer
Creative Deals Feed
Tax Impact on Every Deal
Tax Return Upload + AI Analysis
Priority Support

Enterprise

Custom

For CPA firms, teams & organizations

Everything in Pro
Multi-user Access (for CPA firms)
Custom Reports
API Access
White-label Options
Dedicated Account Manager

Full Feature Comparison

See exactly what's included in every plan

FeatureFreeProEnterprise
Free Tax Checkup (unlimited)
Education Library (all guides + modules)
Path Quiz
Marketplace Browsing
14-day Pro Trial
AI Tax Strategy Calculator
Depreciation Forecasting (10-year projections)
Depreciation Recapture Planning
REPS Hour Tracking (750-hour dashboard)
STR Hour Tracking (per-property, 7-day avg monitor)
AI-Assisted Hour Logging (describe your day, AI logs it)
Phone Call Import (AI categorizes RE calls)
Gmail Sync (auto-detect RE emails)
Google Calendar Sync (auto-detect RE meetings)
Analytics Dashboard (trends, categories, spouse comparison)
CPA-Ready Audit Reports (PDF download)
Unlimited Properties
Property Financial Tracking
STR Market Analyzer
Creative Deals Feed
Personalized Tax Impact on Every Deal
Tax Return Upload + AI Analysis
Priority Support
Multi-user Access (for CPA firms)
Custom Reports
API Access
White-label Options
Dedicated Account Manager

Frequently Asked Questions

Everything you need to know about WealthStrategy.ai

What is WealthStrategy.ai?

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How does the AI Tax Checkup work?

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What is the Tax Strategy Calculator?

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Do I need to be a real estate investor to benefit?

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What is REPS (Real Estate Professional Status)?

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What's the difference between Free and Pro?

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Is my financial data secure?

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Can I cancel my Pro subscription anytime?

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What does the 14-day Pro trial include?

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Is this tax advice?

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