Simple annual pricing

RetireTax Scan Pro pricing for individual financial advisors.

The first 25 paid founding members receive the founding annual rate. After those memberships are claimed, the standard annual rate applies to new members.

Founding membership

Limited to the first 25 paid members

$499

per year

The founding rate continues at annual renewals while the membership remains active. That is $500 less per year than the standard annual rate.

The complete ten-area retirement-tax scanner
Client-ready report and PDF export
Current supported tax-year reference package
One named-advisor account and password recovery
No per-report charge for ordinary professional use
Product, security, and compliance documentation

Each membership is licensed to one named financial professional and is not an office-wide or shared-user license. Credentials may not be shared, and additional users require separate subscriptions.

Create account to subscribe

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Standard annual membership

$999

per year

This rate applies to new subscriptions after all 25 paid founding memberships have been claimed. The product does not offer monthly billing.

30-day guarantee

Try the complete product with confidence.

New paid members may request a full refund within 30 calendar days of the initial purchase. No questions asked. The refund is returned to the original payment method and product access ends when the refund is processed.

Offer details

Annual only

Both founding and standard memberships are billed annually. There is no monthly subscription.

One named advisor

Each membership covers one financial professional. Additional advisors require separate subscriptions.

Founding limit

Founding pricing is limited to the first 25 successfully paid memberships.

Billing and account questions

Contact TerryM@RetireTaxScanPro.com.

Before you subscribe

Is RetireTax Scan Pro a fit for your practice?

Match the current product scope to the work your practice needs before choosing an annual membership.

Good fit when

You are an individual financial advisor or retirement-focused planning professional.
You want a repeatable first-meeting workflow built around selected information from a completed 2025 federal tax return.
You want preliminary planning signals and a client-ready report for advisor interpretation and follow-up.
You are comfortable verifying records and coordinating deeper tax, legal, insurance, compliance, or planning review when appropriate.

Choose a different tool when

You need tax-return preparation, filing, amendment, or tax-liability calculation.
You need comprehensive multi-year tax projections or prescribed transaction/Roth-conversion amounts.
You need an office-wide/shared-user license, client portal, tax-practice management, or payment-collection system.
You need software to replace professional judgment, supervisory review, recordkeeping, or firm compliance approval.