Financial Wellness Meets Tax Expertise
One coordinated solution for your financial goals.
With Fifr’s combined offering, your licensed Tax Specialist and Financial Wellness Expert collaborate to optimize your finances, help you meet your goals, and minimize your tax bill.
Tailored tax solutions to best meet
your individual needs
Personalized, always-available expert tax guidance
With Proactive Tax Services, you get more than just a standard filing—you get a dedicated, licensed tax expert to proactively identify tax-saving strategies year-round. Whether it’s managing stock options, identifying deductions, understanding business entity tax implications, or handling quarterly payments, we’ve got you covered. Combined with support from a Financial Wellness Expert, Fifr provides a holistic approach to managing your money.
Proactive Guidance
Transform your tax planning with personalized strategies that aim to unlock major tax savings—tailored to your unique financial profile.
Dedicated Ongoing Support
Receive timely guidance from Fifr Tax Specialists whenever questions arise—so you can make confident tax decisions all year long.
Tax Withholding & Payment Planning
Stay ahead of IRS deadlines and avoid big tax-time bills by optimizing your withholdings or quarterly payments.
All-Inclusive Tax Filing + Extensions
File federal and state returns with confidence; we’ll handle any amendments for you.
Maximum Refund Guarantee
Fifr’s maximum refund guarantee ensures you get every dollar you’re owed.
Free Financial Wellness Offer
Enroll in Proactive Tax Services and automatically receive 3 free months of Financial Wellness services, combining to create a holistic approach to managing your finances.
Annual tax return
+ 3 free months of financial wellness
Need your taxes done right, right now? Our A la Carte Filing service connects you with our expert team for a fast filing experience with a maximum return guarantee. Plus, new Fifr members get 3 months of our Financial Wellness services to jump-start their journey to financial freedom.
Maximum Refund
Guarantee
Simply provide your documents, and a licensed expert will handle your return— backed by our maximum refund guarantee.
Live Support from Your
Dedicated Expert
Get direct access to the licensed expert managing your return for real-time answers to your questions.
Simple & Transparent
Pricing
Know exactly what you’ll pay upfront—no surprises, just straightforward pricing.
No more guessing which expert to call - Fifr has you covered.
Talk to an licensed tax expert today!
Compare & choose the right option for you
$139 / mo joint
$900 / joint filing
Additional add-ons available
$278 / mo joint
Proactive Tax Services:
One coordinated solution backed by a team of finance and tax experts for all your ongoing money goals
April deadlines
(October for extensions)
*“3 free months of financial wellness” offer is available only to individuals and couples who are new to Fifr. Existing or past members are not eligible. Proactive Tax Service customers must remain a customer for 12 full months.
FAQs
Common questions we hear from prospective members.
Our Proactive Tax services are a better solution for business owners or those with more comprehensive tax needs. This offering includes year-round access to a credentialed tax expert to help with tax planning, quarterly estimates, and other advanced tax recommendations.
Our A La Carte Filing option is best suited to less complex tax situations and those who don't have ongoing tax advisory needs throughout the year. Fifr Financial Wellness members can take advantage of the convenience offered by having us assist with both their taxes and finances.
Yes! We can help entrepreneurs with a variety of business tax issues, including business deductions, choice of business tax classification (including S-corporations and C-corporations), quarterly estimated payment projections, and self-employed retirement accounts such Solo 401(k)s.
Your Financial Wellness Expert and Tax Expert work together to optimize your finances and taxes. Our combined offering allows us to leverage the power of multiple experts to give you the right answer for all of your financial questions.
Want to see if Fifr is right for you?
Check out how we can help you, no matter what stage of your financial journey you’re in.
Member retention rate since inception
Average response time to member inquiries