Your AI-powered bookkeeper and tax strategist — available 24/7. Deduction discovery, receipt scanning, quarterly estimates, and year-round tax guidance at a fraction of CPA costs.
AI scans your expenses and identifies deductions you might be missing
Snap a photo, AI categorizes it — meals, travel, office, supplies
Never miss a quarterly estimate, filing deadline, or enrollment window
Income, expenses, and tax liability — updated automatically every month
No hidden fees. Cancel anytime.
$0–$50K revenue. You don't need a full CPA — just help categorizing expenses and finding deductions you're missing.
$50K–$500K revenue. Need bookkeeping help, quarterly estimates, and expense tracking without paying QuickBooks prices.
Airbnb hosts, Uber drivers, eBay sellers, gig workers — complex deductions most people miss. We find them. Also optimizing retirement contributions? See our Retirement Planning service for contribution limits and Roth strategies.
Choose your tier, tell us about your business situation (sole prop, LLC, S-Corp, etc.), and connect your channels.
Ask tax questions anytime. Snap receipt photos for instant categorization. Get deadline alerts before they creep up on you.
Automated monthly reports show your income, expenses, estimated tax liability, and deductions found — all in plain English.
Export your organized records to share with your CPA, or use our guidance to file yourself. Either way — you're prepared.
Choose your tier and we'll get you set up within 24 hours.
No. We don't file your taxes. We help you organize your financial information, identify deductions and credits you might be missing, and prepare a clean package for your CPA or tax software. Think of it as pre-filing optimization.
No — but we can make your CPA's job easier and potentially cheaper. When you come prepared with organized documents and identified deductions, your CPA spends less time (and charges you less) while finding more savings.
NJ has unique rules: high property taxes with limited deduction options, no city-level tax but state income tax brackets that matter, specific business expense categories, and the PA/NJ reciprocal tax agreement for cross-border workers. We know these inside and out.
For the Snapshot: last year's tax return and a brief description of your situation. For the Full Review: we'll send a detailed checklist covering income sources, deductions, business expenses, and life changes that affect your tax picture.