Taxes made simple
We’re here to optimize your taxes, so you save time and money.
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What makes us different
Personal Advising
Personal Advising
Ask us anything! We’re tax experts, so you don’t have to be. You have a team for all your tax needs.
Year-Round Availability
Year-Round Availability
Here all year to help you make the best tax decisions. Schedule a one-on-one with an advisor anytime.
Transparent Pricing
Transparent Pricing
We eliminated hourly rates and surprises with a simple one-time fee and you pay when you file!
Step 1
Answer a few questions
Give us a few minutes of your time and some details about your financial life.
Answer a few questions
Get your quote
Get your quote
Answer a few questions, so we can provide you with a price estimate.
Get matched
Get matched
Create an account and get matched with your tax advisors.
Start filing
Start filing
Choose a tax year and give us a few details of your financial life.
Step 2
Upload your documents
Send in your tax documents through your dashboard anytime, anywhere.
Upload your documents
Gather your documents
Gather your documents
Collect your tax documents, such as your W2, 1099, or K‑1.
Snap a few photos
Snap a few photos
Take a picture or scan your docs. Whatever is easiest for you.
Upload to Visor
Upload to Visor
Upload your docs through your dashboard. We’ll keep them safe.
Step 3
We’ll take care of the rest
Relax, knowing we’re maximizing every possible deduction.
We’ll take care of the rest
Calculate your refund
Calculate your refund
Your CPA will be working to prepare your return and get the most back.
Review and sign
Review and sign
Look through your return and sign when you're happy and ready.
File and pay
File and pay
You only pay when you file. Push a button and submit your taxes.
This is our technology
Visor’s intelligent application empowers our advisors with data-driven insights.
Log in to our website and benefit from direct access to your team.
Intuitive Design
Intuitive Design
Safe & Secure Data
Safe & Secure Data
Intelligent Algorithms
Intelligent Algorithms
Never worry about taxes again
We’ll take care of the details, so you don’t have to.