Your financial life advanced.
Your tax relationship should too.
Personal tax preparation + proactive, year-round planning for the next generation of wealth builders.
Explore your fit- You got promoted.
- Your first K-1 arrived.
- Your equity vested.
- You got married.
- You bought a home.
- Your family grew.
- You moved states.
Your tax relationship shouldn’t find out in April.
One expert team for your tax return and the decisions that come before it.
Filing tells you what happened. Planning changes what happens next.
Traditional tax prep looks backward. Butter looks ahead.
Technology makes us faster. Experts make it right.
CPA-led preparation, supported by technology and reviewed by experienced tax professionals.
Public accounting experience
U.S. accounting firm experience
Tax preparation
Technology + human review for accuracy
Verified tax optimization for a Butter client.
“Butter is infinitely better.”
“Last year, I paid for the assisted upgrade to DIY tax software and it was useless. Butter is infinitely better. It’s a no-brainer.”
IRS penalty abatement secured after Butter stepped in.
Client outcomes reflect individual circumstances.
Results vary and are not guaranteed.
“Butter already knows who I am.”
“With other tax services, you hand over your documents and still answer 5,000 follow-up questions. Butter already knows who I am. Every interaction gets smoother.”
“Butter gives me confidence in its accuracy.”
“The combination of technology doing the preliminary work and expert judgment verifying and optimizing it gives me confidence in its accuracy.”
Built for your next chapter.
For professionals with $350K+ household income and more to plan for.
One annual membership. No hourly billing.
One filer.
Filing jointly.
From first conversation to year-round relationship.
Explore your fit
A 30-minute conversation about your financial life and whether Butter is right for you.
Build your tax picture
Securely share your documents. Your team reviews your situation and walks you through your initial tax strategy.
Stay ahead
Tax preparation, proactive planning sessions, and year-round access as your financial life changes.
Who is Butter for?
Butter is a personal tax preparation and planning service for high-earning professionals — typically $350K+ in annual household income, with complex compensation, investments, or tax needs, such as equity compensation, K-1s, investment income, real estate, business interests or multi-state tax exposure.
How much does Butter cost?
Butter costs $3,000 per year for an individual membership and $3,500 per year for a joint membership.
Does Butter prepare tax returns?
Yes. Butter combines personal tax preparation with proactive tax planning in one annual membership.
Is my financial data secure?
Yes. Butter protects your data with industry-standard encryption at rest and in transit. Your documents are stored with AWS. We retain your data only as long as needed to service your account and meet applicable legal and tax obligations.
Is Butter a wealth manager?
No. Butter is focused on personal tax preparation and planning and can work alongside your existing financial advisor.
How is Butter different from a traditional CPA?
A filing-only relationship can leave planning and coordination to you. Butter is a year-round relationship: your team knows your situation and helps you plan before equity vests, a K-1 arrives, or you move.