See what you've been missing.
Schedule a free review with a licensed pro.
No sign up. No credit card. Just results.
Upload your previous return(s)
PDF, JPG, or PNG. Multiple files OK. Encrypted on upload. We never share, never sell, never train AI on your data.
When you work with TaxosAgent, everyone wins.
You keep more money.
Every strategy Genie surfaces is legal, documented, and backed by a licensed pro. You get the financial infrastructure the 1% always had — without the $500/hr bill.
Professionals focus on judgment.
Genie carries the operational weight. Licensed pros focus on strategy, edge cases, and the human conversation — the work that actually requires them.
We earn by delivering value.
TaxosAgent grows when clients win. No upsell walls, no bait-and-switch pricing. The platform earns when strategies deliver real savings.
A fair system for everyone.
Tax strategy has always been a rich person's game. When every business owner and W-2 worker has access to the same playbook, the whole economy benefits.
Every return is reviewed by a licensed pro. Here’s who.
“The hardest part of running a tax firm is making clients feel taken care of when everyone is overwhelmed during the season. TaxosAgent changed that. Our team can focus on the work that requires us — strategy, judgment, the human conversation — while Genie carries the operational weight. Clients feel the difference immediately.”
Client operations, multi-firm coordination, customer success
“I've reviewed thousands of returns. TaxosAgent is the first system I've seen that thinks like a senior CPA — it catches what tired humans miss, surfaces strategies most preparers never run, and lets me focus on what actually matters: signing off on returns that save clients real money.”
Multi-entity returns, S-corp elections, tax strategy
“Twenty years of preparing returns taught me where preparers cut corners. TaxosAgent doesn't let anything ship without the full team checking it. I came over because the platform actually does the work I always wished software would do — and it lets me focus on the part of the job I actually like: helping clients keep more of what they earn.”
Multi-state filings, real estate, small business returns
“I built TaxosAgent because clients deserve the same financial infrastructure the 1% has always had. Every return our team signs is a promise: this is what your money actually looks like, and here's what you can keep.”
Tax strategy, business formation, family wealth structures
Maria. Dental practice owner. S-Corp + holding LLC. Family of four.
A real-world cost breakdown. Same client, same complexity, two paths.
Plus average $14,000+ in additional tax optimization Genie identifies that her previous CPA missed.
Results vary by individual situation.
File your business taxes with our licensed pros and your bookkeeping is on the house.
Have a dedicated accounting team every step of the way.
See Business+ tiers→*Tier and transaction limits apply. See pricing.
Keep more of what you earned.
Guaranteed — or your money back.
If your TaxosAgent subscription does not save you more in taxes during your first year of paid membership than the subscription costs over that year, we will refund your subscription in full. Calculation methodology, eligible tax periods, and dispute resolution defined in Terms of Service.
Free where it should be. Priced where it matters.
Every tier verified by a licensed professional. Audit protection at every level. Annual billing yields the per-month rate shown.
- ·Free W-2 filing — federal + state, forever
- ·1 pro strategy call/year ($300 value)
- ·Unlimited Genie — 400+ tax strategies
- ·Licensed pro signoff on every return
- ·Year-round access — not just tax season
- ·Keep more of what you earned. Guaranteed — or your money back.
- ·Multiple Cs + K-1s
- ·Real estate (Schedule E)
- ·Equity comp included
- ·Strategy advisor · 50 results
- ·Pro review + strategy call
- ·Trust returns + high-earner
- ·Advanced strategies · 120 results
- ·Full team QC
- ·International income
- ·Senior pro review
- ·Up to 100 transactions/mo
- ·Tax-mode bookkeeping
- ·Unlimited 1099 filings
- ·Business return
- ·Genie · 20 strategies
- ·P&L review add-on: $99
- ·Up to 500 transactions/mo
- ·Tax-mode bookkeeping
- ·Unlimited 1099 filings
- ·Business return
- ·Genie · 50 strategies
- ·P&L review add-on: $99
- ·Up to 1,500 transactions/mo
- ·Tax-mode bookkeeping
- ·Unlimited 1099 filings
- ·Business + personal returns
- ·P&L + BS reviews included
- ·Genie · 120 strategies · Senior review
- ·1,500+ transactions · custom
- ·Dedicated professional team
- ·Unlimited 1099 filings
- ·All reviews included
- ·Quarterly strategy calls
- ·Genie · full strategy library
Add what you need.
Are you a CPA, EA, or run a firm? Two doorways.
We don't compete with you. We bring you clients, handle infrastructure, and let you keep the majority of every fee. Or — if you run a firm — we plug into your existing workflow and give you wings.
Become a TaxosAgent licensed pro.
We bring you clients dispatched by Genie. You review, sign, and finalize returns. We handle the software, marketing, hosting, and client acquisition — you focus on the work you trained for.
- →Paid weekly · direct deposit
- →E&O insurance coverage included
- →Clients dispatched by Genie · no cold outreach
- →Platform-protected client relationships
- →Cloud-native — work from anywhere
Run a firm? White-label the backend.
Keep your fees. Keep your clients. Keep your tax software. Our output auto-populates Lacerte, UltraTax, ProSeries, ProConnect, ATX, Drake. Add intelligence to everything you already do — switch nothing.
- →Auto-populate Lacerte / UltraTax / ProSeries / ProConnect / ATX / Drake
- →Genie surfaces strategies your staff would miss
- →White-label client portal in your brand
- →Small per-client platform fee · keep everything else
- →Switch nothing. Add intelligence to everything.
Tax strategy and planning has always been around for those who could afford it — now it's for everyone
Stop renting your finances
from seven different companies.
One ledger. One Genie. Licensed pros signing off. Upload one return free, no credit card. The financial operating system the 1% always had — now built for everyone.
Everything we offer, in one place.
Browse the full library — strategies, tools, and pages built for transparency.
Full sitemap
Every public page on TaxosAgent — strategies, tools, research, community.
Strategy library
26 in-depth articles covering tax strategies, entity structures, and credits worth pursuing.
Open Tax Intelligence
Our research initiative — tax gap reports and data published openly for the public and LLMs.