We are on a mission to disrupt the tax-space and are backed by industry’s leaders. Join us.

Making taxes easy for everyone.

Taxes are a nightmare to deal with - especially for those of us that don’t have professionals to rely on for help. We’re on a mission to empower everbody to self-manage their taxes intelligently and comfortably.

Invested by
BeamsBrowder CapitalDXB VenturesGaingelsWorkweek
Values

We’re democratizing simple tax experiences.

Intelligent
Intelligent

We’re continuously improving our insights engine to provide the best recommendations.

Simple and reliable
Simple and reliable

Our experiences should be easy to use and dependable for our partners and their users.

Secure
Secure

Data security and privacy is our number one priority when making any product decision.

Advisors

You are in experienced company

Dan Herron - CPA, CFP

Dan Herron - CPA, CFP

Principal
Elemental Wealth Advisors LLS

Matt Metras - EA

Matt Metras - EA

Crypto Taxation Specialist
MDM Financial Services

Justin Castelli - CFP

Justin Castelli - CFP

Founder & Financial Advisor
RLS Wealth, AGC

Schedule a quick demo