I run a CPA / EA practiceI run a business

We help you pay less tax.

April is too late. December is not. Every decision still open this year is money. We price each one before the window closes — your CPA signs. Plus the documents, sent once.

Start free →See what your accountant sees →

Nothing to sign up for/Send it all at once/Told what's wrong

Startup programs

Your 2026 tax bill · two ways the year ends

$18,400 stays with you

Illustrative: an S-corp election and a retirement contribution, priced on one file. Your CPA sets every number and signs.

↓

Where it stops

It sorts. It never decides anything about your return.

Sent backYour 2026 upload · item 4 of 8

Sent back before it reached anyone

Nothing passed on

That file covers Jan–Dec 2025. They asked for the 2026 year-end statement.

HSBC-HK-year-end-2025.csvasked for: HSBC 2026 year-end

Nothing was passed on. Send the right one and this clears itself — your accountant never sees the wrong copy.

Send the right oneI don't have it yetAsk my accountant

Whether a filing is required, and the signature, stay with your CPA or EA. This end of it is just getting the paper right.

One link, no account◆Send everything at once◆Phone photos are fine◆Files identified for you◆Told what's wrong, and why◆Wrong year caught◆Unreadable scan caught◆Nothing to rename◆Come back any time◆Encrypted upload◆Your accountant's brand, not ours◆One client, one year, then it expires◆One link, no account◆Send everything at once◆Phone photos are fine◆Files identified for you◆Told what's wrong, and why◆Wrong year caught◆Unreadable scan caught◆Nothing to rename◆Come back any time◆Encrypted upload◆Your accountant's brand, not ours◆One client, one year, then it expires◆

Asked three times for the same file.

You already sent that. It's somewhere in an email thread from February. Now it's March and they're asking again.

Another portal, another password. A login you use twice a year, for the twenty minutes it takes to upload four files.

Wrong one, three weeks later. You sent what you had. Nobody looked at it until it mattered, and by then it was the wrong year.

The window is closing

Tax you can still change this year

$18,400hangs on decisions you have not made yet

JFMAMJJASOND

134days before it is filed as it happened

Illustrative. Your CPA sets every number and signs.

── Your end of it

Get the paper right. That's all this asks of you.

Send it, once

One link from your accountant. No account, no password, nothing to install, and you can come back to it whenever the next statement turns up.

See your own position, if you want to

You can run the same check on your own documents before anyone asks — which thresholds your balances cross, and on what date. It comes out as an organized file with its sources attached.

It never tells you what to do about your taxes.

Nothing here asks you to understand a form or decide anything. Your CPA or EA reviews what comes out of it, and signs.

Every run becomes memory

Calls, documents and decisions logged — nothing lives only in someone's head.

Last year drafts this year

Last year's filings become this year's expected checklist, flagged early.

You approve what goes out

Nothing leaves under your name until you have read it.

Nothing here is tax advice

It organizes documents, checks them against the list, and turns them into one sourced file. That is where it stops.

No advice
It never says what to file.
No decisions
No filing decision is made for you.
Never signs or files
It does not prepare, sign, or submit any return.
Whose call it is
Whether and how to file is your CPA's or EA's — judgment and signature.

── Simple pricing