Upload last year's return. Our engine reads every line, every schedule, every statement — and shows you the strategies and savings your preparer left on the table.
W-2 earners, investors, landlords, and side businesses. Retirement gaps, missed elections, suspended losses.
What we check on a 1040 →Real estate and operating partnerships. §754, cost segregation, PTET, capital account and K-1 errors.
What we check on a 1065 →Salary optimization, missed credits, accounting method opportunities, distribution and basis issues.
What we check on an 1120-S →Drop the PDF from your tax software. Processing happens entirely in your browser — private by design.
Our engine — built on a CPA firm's 150-point review system — checks every schedule, statement, and election.
We run a set of our highest-signal checks — about 10–15% of our full strategy library — and show you exactly what fired, with the line it came from.
The free scan covers roughly 10–15% of the strategies we review. The Full Strategy Report runs the complete library against your return, and a CPA reviews every finding before it reaches you — mechanics, personalized savings math, and exactly what to hand your preparer.
Your Full Strategy Report is built from your actual return and CPA-reviewed before delivery — upload it free first, then go deeper.