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.
Every strategy and issue we find, with the exact line it came from. Go deeper when you're ready.
The Full Report explains each item — mechanics, your personalized savings calculation, and exactly what to hand your preparer.
Your Full Report is built from your actual return — upload it free first, then unlock the full version.
A CPA reviews your complete picture — including the strategies no software can verify — and delivers a documented plan you can execute with any preparer. Fixed scope, fixed price, one deliverable.
Your parsed return pre-fills the analysis. A CPA verifies every detected strategy, screens the ones that need documents and conversation, and writes the plan.
Everything in the Gameplan, plus the working documents to actually get it done — with our help while you do it.