Financial Wellness Meets Tax Expertise
One coordinated solution for your employees' financial goals.
With Fifr’s combined offering, our licensed Tax Specialists and Financial Wellness Experts collaborate to optimize your team's finances, help them meet their goals, and minimize their tax bills.
Provide tailored tax solutions designed for your team
Personalized, always-available expert tax guidance
With Proactive Tax Services, members get more than just a standard filing — they 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 members covered. Combined with support from a Financial Wellness Expert, Fifr provides a holistic approach to managing money.
advantages and financial benefits
Proactive
Guidance
Transform tax planning with personalized strategies that aim to unlock major tax savings—tailored to every individuals' unique financial profile.
Dedicated Ongoing
Support
Members receive timely guidance from Fifr Tax Specialists whenever questions arise.
Tax Withholding & Payment Planning
Members stay ahead of IRS deadlines and avoid big tax-time bills by optimizing withholdings or quarterly payments.
All-Inclusive Tax Filing + Extensions
File federal and state returns with confidence; we handle all amendments for members.
Maximum Refund Guarantee
Fifr’s maximum refund guarantee ensures members get every dollar they are owed.
Free Financial Wellness Offer
Members who enroll in Proactive Tax Services automatically receive 3 free months of Financial Wellness services, combining to create a holistic financial.
Annual tax return
+ 3 free months of financial wellness
Do your employees need their taxes done right, right now? Our A la Carte Filing service connects individuals 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
Members simply provide documents, and a licensed expert handles the return— backed by our maximum refund guarantee.
Live Support from Your
Dedicated Expert
Members get direct access to the licensed expert managing their return for real-time answers to questions.
Simple & Transparent
Pricing
Members know exactly what they'll pay upfront—no surprises, just straightforward pricing.
Elevate your team's financial wellness with Fifr
See how our tax solutions can make a difference
for your employees
Employees can compare & choose
the right option
$139 / mo joint
$900 / joint filing
Additional add-ons available
$278 / mo joint
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