Freemium — the free tier never expires
Get the full plan, not just the headline
Free EarnSurge shows how many opportunities your household has and reveals your first move. EarnSurge Plus opens the rest — every opportunity, the scenarios, and the allocation of your next dollars using the Tax-Smart Money Order.
$12
per month, or $99 per year
- Your full Top 3 plan and every opportunity
- What-if bonus and commission scenarios
- Recommended allocation of your next $X (Tax-Smart Money Order)
- Year-round income tracking and withholding projections
- Backdoor Roth analysis and pro-rata warnings
- Tax-loss harvesting with wash-sale checks
- Rental property analysis
- Downloadable Tax Planning Summary for your CPA
Payments are not enabled yet. Nothing is charged today.
Free stays useful
- Free Tax Advantage Checkup
- Your opportunity count and categories
- Your #1 recommendation with why it may apply
- Household profile and basic dashboard
EarnSurge is an educational planning tool, not tax-filing software and not a replacement for a CPA, EA or financial professional.