The subscription-based financial planning platform Facet has introduced tax preparation and filing services within its flat-fee membership plans.
Facet CEO Anders Jones said in a statement that the expansion reinforces the firm’s commitment to being the single financial partner for its members, noting that its platform now covers tax management, financial planning, estate planning and sophisticated investing capabilities — including direct indexing and alternatives.
“By pairing our own proprietary AI-powered planning capabilities with best-in-class tax technology, we’re further demonstrating that comprehensive financial planning doesn’t need to be expensive, complicated or out of reach,” Jones said. “This is what it means to cover every facet of life.”
Facet built the capability by integrating its technology with the tax-management platform April.
Depending on their membership level, Facet users can either file federal and state taxes online with expert review or have a certified tax professional handle the entire return. In both cases, according to the announcement, filing is directly connected to users’ overall financial plan.
“Our members consistently tell us that taxes and estate planning are among their top priorities,” added Shruti Joshi, president and chief operating officer of Facet. “Adding tax preparation and filing is a direct response to that need and another way we continue to expand the value of membership.”
Pictured: Anders Jones
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