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Guaranteed — or your money back.
Upload last year’s return. Genie finds what you overpaid — free, in minutes. A licensed pro verifies every finding within 24 hours.
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Free tax review
A licensed pro reviews your last return and finds what you overpaid — free, no card.
Bookkeeping included
Tax-purpose bookkeeping is included on every business plan, at no extra cost.
A pro on everything
A licensed professional verifies and signs off before anything ships. Every time.
How it works
Upload to finalized, in four steps.
Upload your return
PDF, photo, or scan. Encrypted on upload.
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Genie checks 400+ IRS-defensible strategies.
Pro verifies in 24h
A licensed professional confirms every figure.
Review and finalize
You approve. A licensed pro files, or hands off — your call.
Memberships from $20/month
Taxes, bookkeeping, strategy, and a pro in your corner — less than one hour of a CPA’s time.
Compare plans→We only take clients we’re confident we can save — guaranteed, or your money back.
Full refund if we miss · Zero fine print
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Clients dispatched by Genie, or white-label the backend into your tax software.
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