Pay only what you
legally owe.
The tax code has 6,871 pages of legal strategies. Tax IQ analyzes your financial picture against all of them and tells you exactly how much you could be keeping.
Sound familiar?
Does your CPA actually look for ways to lower your tax bill, or do they just file the numbers you bring them?
Most CPAs are tax preparers, not tax strategists. They process your return. They don't dig for the deductions, credits, and strategies you're missing. That's costing you money every year.
Tax IQ does the strategy work your CPA doesn't have time for.
You answer a few questions about your situation. We build a complete tax strategy document that identifies every legitimate move you should be making. Hand it to your CPA, tax attorney, or enrolled agent. They confirm the execution. You keep more of your money.
We find the strategies
Up to 18 personalized recommendations across deductions, credits, retirement, and entity structure. The work most CPAs don't have time to do.
We do the math
Every strategy includes the dollar amount you save, the exact calculation behind it, and the assumptions we made. Nothing vague. Nothing overstated.
You bring it to your CPA
A complete strategy document, ready to discuss. Your CPA confirms what's right for your situation and executes. You walk in informed, not hoping.
This is the tax planning your CPA wishes they had time to do.
The Problem
The system is designed
to confuse you.
Tax complexity isn't accidental. Every page of the tax code is a legal strategy waiting to be used, or missed. Most people miss almost all of them.
The US tax code is longer than the Bible. No single person, including your CPA, knows all of it.
Americans overpay in taxes annually through missed deductions, unclaimed credits, and ignored strategies.
The average CPA applies fewer than 12 strategies per client. Tax IQ analyzes 47+.
How It Works
Three steps. Zero guesswork.
From first question to full strategy report in under 24 hours.
Answer 15 questions
Tell us about your income sources, expenses, family situation, and business activities. Takes about 8 minutes.
Employment, investments, real estate, business income, family
AI runs 47 analyses
Our engine evaluates every applicable IRC section against your specific situation. No guessing. Real eligibility checks.
Eligibility scoring, savings quantification, conflict detection
Get your strategy report
Receive a prioritized list of every strategy you qualify for, with exact savings estimates and step-by-step implementation.
IRC citations, estimated savings, required documents, risk level
Tax Strategies
47 strategies.
All fully legal.
Augusta Rule
Business Owners
Rent your home to your business for up to 14 days tax-free. The rental income is excluded from your gross income.
QBI Deduction
Self-Employed
Qualified business income deduction of up to 20% of pass-through income. One of the largest deductions in the tax code.
Solo 401(k)
Self-Employed
Contribute up to $69,000/yr as both employee and employer. Dramatically reduces self-employment and income taxes.
Bonus Depreciation
Business Owners
Immediately deduct 60% of qualifying equipment and property purchases in year one instead of depreciating over decades.
HSA Maximization
All Filers
Triple tax-advantaged: contributions deductible, growth tax-free, withdrawals tax-free for medical. Often overlooked.
Real Estate Professional
Real Estate
Qualify as a real estate professional and unlock unlimited passive loss deductions against ordinary income.
Showing 6 of 47 strategies. Your analysis covers all applicable ones.
Free estimate · 60 seconds
See what you could be saving.
Answer seven quick questions. We'll show you a personalized savings range based on your situation.
This estimate is illustrative and based on conservative heuristics for situations like yours. Actual savings depend on your complete financial picture and require a full Tax IQ analysis.
Why People Trust Tax IQ
Real numbers. Real savings.
Real confidence.
I've had a CPA for 12 years. Tax IQ found three strategies she'd never mentioned: $31,000 in annual savings I was just leaving behind.
Marcus T.
Founder, SaaS company · $280K income
As a real estate investor, I knew I was missing things. The platform walked me through depreciation strategies my accountant had glossed over. Very thorough.
Priya R.
Real estate investor · 6 properties
I expected this to be generic advice I could Google. Instead I got a 24-page report with my specific numbers and exact implementation steps.
David K.
Independent consultant · $195K income
Our commitment to defensible strategies:
Pricing
One-time or ongoing,
you choose the depth.
Get a current-year analysis once, or subscribe to keep your plan current as your situation changes throughout the year.
Basic
Full analysis for W-2 households and straightforward situations.
Get Basic- Complete 10-section tax questionnaire
- All applicable strategies identified
- Math explanation per estimate
- Step-by-step implementation guides
- CPA flags on complex items
- PDF export
- Subscribe for ongoing monitoring
Pro
For freelancers, investors, and anyone with year-round complexity.
Start Pro- Everything in Basic
- Self-employment & QBI strategies
- Investment tax optimization
- Scenario modeling (what-if)
- State-level savings estimates
- Nightly transaction monitoring
- Capital gains & loss alerts
- Priority support
Elite
For business owners and real estate investors where the stakes are highest.
Start Elite- Everything in Pro
- S-corp election analysis
- Advanced retirement strategies
- Real estate & cost segregation
- Multi-entity optimization
- CPA handoff package
- Dedicated support
All prices in USD. Cancel anytime. Specific outcomes vary.
FAQ
Common questions
“The hardest thing to understand in the world is the income tax.”
Albert Einstein
Stop leaving money
on the table.
Join 2,400+ taxpayers who have identified an average of $23,400 in additional annual savings. Your analysis takes 8 minutes.