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Genie + what-if engine analyze.
Genie scans 400+ IRS-defensible strategies against your actual return. The what-if engine models future scenarios — S-Corp election, Solo 401(k), Augusta Rule, cost segregation, and more.
Licensed pro strategy call.
A licensed professional from the TaxosAgent team reviews Genie's findings with you. You walk away with a clear, documented savings path — or your first year of Genie Strategy is free.
What you'd pay separately vs. TaxosAgent.
If your TaxosAgent subscription does not save you more in taxes during your first year than it costs, we refund it in full. Every strategy reviewed by a licensed professional. Win-win-win-win — everyone wins, or we don’t execute.
400+ strategies. Every one checked against your return.
in the vault
What clients found with their free audit.
*Results vary by individual situation.
“I had no idea about the Augusta Rule. My accountant never mentioned it. Genie found it in 30 seconds. Worth every penny.”
“Genie found 3 strategies my CPA never mentioned — cost segregation, short-term rental exception, and a Solo 401(k) play. Paid for itself 90× over.”
“As a W-2 + 1099, I always thought there was nothing to do. Genie proved me very wrong. The strategy call alone was worth the whole year.”
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