WealthGuard
Organize your income, expenses and tax records in one place, and learn how common tax rules work. WealthGuard is not a tax preparer or adviser.
Free for 14 days, then $12.99/month or $99/year plus applicable tax, charged automatically to your card on November 27, 2026 and every month or year after until you cancel. Cancel anytime online in Settings → Manage billing; cancel before the trial ends and you won't be charged. No refunds for partial periods unless required by law.
Free trial for first-time subscribers only. Charge dates assume checkout is completed today; Stripe confirms the exact date before you complete checkout.
WealthGuard Pro: $12.99/month or $99/year. 14 days free for new subscribers. Card charged only after the trial ends. Cancel anytime.
Records in one place
Powerful tools designed specifically for self-employed professionals and business owners
Income & expenses
Track W-2, 1099 and business income and categorize expenses. Connect a bank account to import transactions, or enter them yourself.
Tax records
Estimate quarterly payments, keep a year-end checklist, and export your records. WealthGuard is not a tax preparer or adviser.
Budgets & goals
Set monthly budgets by scope, track goals and reminders, and compare budget with actual spending.
Business & family
Keep each business, its ledger, and family employment records together.
Credit Health
Log credit scores, review a credit report you upload, and prepare your own dispute letters to mail yourself.
Invest
Record holdings, retirement accounts and property, and run what-if numbers on a rental deal or retirement plan.
WealthGuard Pro
Organize your income, expenses and tax records in one place, and learn how common tax rules work. WealthGuard is not a tax preparer or adviser.
$12.99/month or $99/year after your 14-day free trial. Renews automatically; cancel before the trial ends or renewal to avoid the next charge.
Open your records
Credit Health and Invest are free with any account. WealthGuard Pro adds Money, Tax, Budgets and Business.
Free for 14 days, then $12.99/month or $99/year plus applicable tax, charged automatically to your card on November 27, 2026 and every month or year after until you cancel. Cancel anytime online in Settings → Manage billing; cancel before the trial ends and you won't be charged. No refunds for partial periods unless required by law.
Free trial for first-time subscribers only. Charge dates assume checkout is completed today; Stripe confirms the exact date before you complete checkout.