Our Household Coverage Plan is designed to support families — including spouses, partners, and children under 24 — with comprehensive, year-round financial and tax assistance. This plan includes preparation of your household’s Form 1040 and one state return, with discounted tax prep available for working dependents. Members receive 1–2 plan updates per year, two virtual meetings annually, and access to a monthly Q&A session for 2–4 questions.

You’ll also receive expert advice on workplace retirement accounts such as 401(k)s, 457s, 403(b)s, and select self-directed plans. Investment management is billed separately for accounts under our direct management. With no asset minimums and the flexibility to cancel anytime, this plan offers convenience, clarity, and ongoing financial support for your entire household.