Taxes made simple

We’re here to optimize your taxes, so you save time and money.

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!

How it works

Step 1

Answer a few questions

Give us a few minutes of your time and some details about your financial life.

Answer a few questionsLearn More

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 documentsLearn More

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 restLearn More

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.