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.
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 exact W-4 change to get you there, down to the dollar 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. Your tax team is notified instantly, and everything’s organized and ready 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, plus the tax savings we’ve found for you along the way.
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