Latest move makes integrated tax filing and planning a seamless part of Facet’s flat-fee membership, now serving 24,000+ members with $5 billion in assets

Facet, a pioneer in subscription-based financial planning membership, announced today that tax preparation and filing are now included in its flat-fee membership plans. The expansion reinforces Facet’s commitment to being the single financial partner for its members, covering every major component of financial life: financial planning, estate planning, sophisticated investing including direct indexing and alternatives, and now, integrated tax services.

“The industry didn’t think this level of integrated service could be delivered at scale – especially without asset minimums,” said Anders Jones, chief executive officer and co-founder of Facet. “We’ve consistently proven otherwise. 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. This is what it means to cover every facet of life.”

With tax preparation and filing now part of Facet membership, members no longer face a disconnect between year-round tax planning and the once-a-year act of filing. Depending on their membership level, they can either file federal and state taxes online with expert review or have a certified tax professional handle the entire return. In both cases, filing is directly connected to their financial roadmap, helping to ensure that every deduction, credit and opportunity identified during the planning process carries through to their return.

“Our members consistently tell us that taxes and estate planning are among their top priorities,” said 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. We’re delivering on our promise to make holistic financial planning more seamless, affordable and accessible than ever before.”

Facet built this capability by integrating its proprietary technology with april, the only embedded, year-round tax platform designed to power smarter financial decisions. By embedding april’s technology into its platform, Facet transforms what was once a siloed, stressful process into a seamless part of everyday financial planning.

“By embedding april’s tax expertise into Facet’s platform, we’re turning what was once a siloed, stressful process into a seamless part of everyday financial planning,” said Raj Doshi, president and chief operating officer of april. “Together, we’re transforming what everyday Americans can expect from financial advice.”

To learn more about how Facet is changing the way people plan, invest and live, visit facet.com.

About Facet

Facet is a national SEC-Registered Investment Advisor (RIA). Founded in 2016 on the belief that objective, personalized financial advice is essential to living well, Facet’s mission is to empower people to live more enriched lives by delivering a new standard of advice. Without asset minimums, Facet’s planning goes far beyond investments, addressing every way money impacts life. Its proprietary AI-powered platform, paired with its team of CERTIFIED FINANCIAL PLANNER professionals, integrates advice into its members’ entire financial picture—all at an affordable, flat membership fee.

Facet’s commitment to its members and innovative approach has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. The firm is accredited with the Better Business Bureau^® and holds an A+ BBB Rating, has a Trustpilot “Excellent” rating (as of Sept. 16, 2025) and has been featured in Real Simple’s Money Awards and NerdWallet’s Best Financial Advisor list.

Facet has raised more than $165 million in funding from Warburg Pincus, Durable Capital Partners LP, Slow Ventures, Telesoft Partners, Green Cow Venture Capital, and others.

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge.

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