Tools that work your taxes all year.
The refund isn't decided in April — it's decided the other eleven months. Create a free account and get the planner, simulator, checklist, vault, tracker, and AI that keep you ahead of it.
Feel the Live Tax Bill.
This is the number most people meet once, in April, when it's too late to change it. These are TY2026 demo sliders on the canonical engine your account runs on. Inside your account you can switch to TY2025 for extensions or amended returns, and add books. This public page does not load books or Plaid.
What happens next — you do not need to message anyone
- Play the sliders here. This is the Live Tax Bill. It is not Command Center and it is not a signed Pulse.
- Create a free account when you want your own W-2 / 1099 in the vault. That opens the client Live Tax Bill, not the admin desk.
- Book a consult if you want a human. A Tax Pulse only appears after Darian reviews and publishes it — the AI layer never invents that number.
Six tools. Zero cost. One login.
Everything below is free the moment you create an account — and your tax team sees the same picture you do.
Steer next year's outcome
Tell us how last year went and what you want this year — a bigger refund, more per paycheck, or break-even. We estimate the W-4 change to get you there, per paycheck.
Unlock with free accountBig year? See how it hits your taxes
Got married, bought a home, started a side hustle, sold crypto? Pick your life event and instantly see what it means for your return — and exactly what to send us.
Unlock with free accountKnow exactly what to gather
Tap what applies to you — W-2, freelance, homeowner, kids, investments — and get a personalized list of every document to collect before filing. No guessing, no forgotten forms.
Unlock with free accountSend documents as they arrive
Drop W-2s, 1099s, and receipts into your encrypted vault the moment they arrive. They land in one vault, ready for review at filing time.
Unlock with free accountWatch your return move, stage by stage
From documents received to prepared, reviewed, filed, and accepted — see exactly where your return is in real time, and the savings we find once your file is in motion.
Unlock with free accountTax answers, 24/7
IRS letter? Withholding question? Big purchase coming? Ask Ascend AI between appointments and get clear guidance any hour — with your real tax team one message away.
Unlock with free accountYour taxes shouldn't be a once-a-year panic.
Create your free account in under a minute — no card, no commitment. Just tools that keep more of your money where it belongs.
Create your free account