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Holistiplan pricing
Short answer: Per Holistiplan's pricing page (checked October 21, 2026): From $749/yr. All 2 listed plans and options are below.
Holistiplan plans and prices
| Plan | Price | Note |
|---|---|---|
| Basic Tax | $749/year (30 households) up to $11,049/year (750 households) | |
| Premium Tax | $1,499/year (30 households) up to $15,499/year (750 households) | adds state tax scenarios and projections |
Prices as of October 21, 2026, in USD, as listed on Holistiplan's pricing page. Vendors change prices often; confirm before you buy.
- Free option: Free trial offered.
What drives your Holistiplan bill
- Priced by the number of client households you load.
- Annual billing or an annual term applies to some or all plans.
- There is a free plan or trial, so you can test before paying.
Before you buy
- Price is set by household count.
- Premium adds state scenarios; decide if you need them.
- Tax advice still belongs with a qualified professional.
Holistiplan pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Holistiplan | From $749/yr | Free trial offered. | Pricing details |
| FP Alpha | From $870/yr | None listed | Pricing details |
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Holistiplan review · Holistiplan alternatives · Best tax return and document analysis tools
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FAQ
How much does Holistiplan cost?
Basic Tax: $749/year (30 households) up to $11,049/year (750 households); Premium Tax: $1,499/year (30 households) up to $15,499/year (750 households). Prices as of October 21, 2026.
Does Holistiplan have a free plan or trial?
Free trial offered.
What should I ask Holistiplan about pricing?
Price is set by household count. Premium adds state scenarios; decide if you need them. Tax advice still belongs with a qualified professional.