The AI-native wealth firm.
One firm. Investments managed by an RIA, returns prepared by a CPA, the strategy run by AI. Tax-aware portfolios. Year-round planning. Flat subscription + tiered AUM. No hourly billing, ever.
We do not guess. We review the documents, manage the portfolio, and prepare the return.
Wealth and tax shouldn't be two separate firms.
Three structural problems that no amount of optimization can fix without AI.
Your advisor and your CPA do not talk
Your tax preparer doesn't know your portfolio. Your advisor doesn't model your tax bill. Strategies fall through the seams.
Hourly + AUM rents punish you
Hourly CPA billing punishes calling. Pure-AUM advisor fees grow as your account grows, even when the work doesn't.
Traditional firms cap at ~50 clients
Service degrades as boutique firms try to scale. AI changes the math — one CPA + IAR can serve hundreds without losing depth.
How Vega works.
Four steps. Then the firm runs proactively for the rest of the year.
1. Upload your documents
Prior-year return + key statements. Plaid connects bank and brokerage accounts (optional). We work from facts, not guesses.
2. AI builds your Tax Strategy Map
In 60 seconds, you see every strategy that may apply: S-Corp election, Augusta Rule, retirement plan optimization, cost segregation, RSU planning, and more. Each one is range-bound and disclosed.
3. A licensed CPA reviews and signs off
Every output is gated by a CPA. They ratify or revise the AI's work, and you see who signed off and when. Compliance is a feature, not a tax.
4. Year-round, on demand
Ask anything, anytime via chat. Quarterly projections sent automatically. Worst case, we break your heart in November instead of April.
Flat-fee pricing. No hourly billing.
One monthly rate. Locks for 12 months. Annual prepay saves two months.
Solo W-2 + side income
- Personal return preparation
- 1 entity (LLC, sole prop, or S-Corp)
- Quarterly projections
- Always-on AI chat
- CPA review + sign-off
Business owners (1-2 entities)
- Everything in Starter
- Up to 2 entities
- S-Corp election + reasonable comp
- Retirement plan optimization
- RSU + equity comp planning
- Quarterly CPA call
Real estate investors, multi-entity, multi-state
- Everything in Founder
- Up to 4 entities
- Real estate strategies (STR, REPS, cost seg, 1031)
- Multi-state filings
- Dedicated CPA advisor
- Priority response SLA
Prices shown are target pricing for the production launch. Final pricing will be confirmed when Vega exits early-access. Estimated savings shown elsewhere on this site are illustrative ranges, not guarantees, and depend on each client's facts and circumstances.
Built for complex tax lives.
Four kinds of clients see the biggest value from year-round proactive tax planning.
Founders + business owners
S-Corp, LLC, Partnership. The largest strategy menu. Most leverage from proactive planning.
Real estate investors + agents
STR, REPS, cost segregation, 1031, DST. Documentation matters more than anywhere else.
Concentrated equity
RSUs, pre-IPO, low-basis stock. Liquidity events need a tax plan, not just a tax bill.
High-income W-2
$300K+. Smaller menu but real value: direct indexing, retirement optimization, backdoor and mega backdoor Roth.
What makes us different.
We're not building a better version of the old CPA firm. We're building the firm the old one couldn't.
AI-native from day one
Not a traditional firm with AI bolted on. Built around AI inference, AI document analysis, and AI chat from the first line of code.
CPA-reviewed and signed
Every regulated output (returns, e-file authorizations, IRS representation) is reviewed and signed by a licensed CPA. The audit log is permanent.
Year-round, not seasonal
Quarterly projections sent automatically. Worst case, we break your heart in November so you know what you owe before December 31.
Compliance is a feature
Encryption at rest, audit trails on every CPA action, SOC 2 Type II in flight, GLBA-aligned privacy posture.
Questions.
Is the CPA real, or is this just AI?+
A real licensed CPA reviews and signs every return, every tax authority response, and every output where the law requires it. AI does the heavy analytical lifting; the CPA owns the regulated work.
How is this different from TurboTax or H&R Block?+
Those products are DIY filing tools. Vega is a full-service tax advisory firm: proactive planning all year, strategy implementation, IRS notice response, and the relationship of having a CPA who knows your situation cold.
What states do you serve?+
Vega will launch nationally. The CPA firm is registered in a permissive state and serves clients in all 50 states under the standard CPA practice rules. Multi-state filing complexity is priced into the Pro tier.
How do you handle IRS notices and audits?+
AI classifies the notice and drafts the first-pass response. The CPA reviews and represents you formally (Form 2848 PoA). For audits, your dedicated CPA handles the matter.
What about my data?+
End-to-end encryption at rest. SOC 2 Type II in progress. GLBA-aligned privacy posture. You can request export or deletion of your data at any time.
Why is there no 'Buy now' button?+
Vega is in pre-launch. We're capturing early access interest now and onboarding the first cohort manually. Real billing comes online once the firm is formally credentialed and serving paying clients.
Get on the early-access list.
We're onboarding the first cohort by hand. Tell us a bit about yourself and we'll be in touch when your slot is ready.