Stop Worrying

About Missing

Something

You are not bad at taxes.

Most returns miss deductions or credits because nobody scanned everything with a system designed to find hidden categories. Our AutoTax Assist™ searches hundreds of possible categories so you don't have to.

That is exactly what we do.

Modern laptop with financial spreadsheets and tax documents on screen.

AutoTax Assist

200+ categories scanned on every return

The Real Problem

Is Not Complexity

It is uncertainty.

Most people assume complexity is the issue, but the real cost is the lingering doubt: did I miss something important?

Uncertainty leads to choices that reduce refunds, avoidable mistakes, and ongoing anxiety about money. You shouldn’t have to guess whether you filed correctly.

We built a system to remove that doubt by scanning everything your return could possibly need and surfacing exact items that matter.

That question shows up as:

  • Did I list every deduction I qualify for?
  • Is my schedule or income correctly categorized?
  • Am I missing credits that reduce taxes owed?
  • Will I face an audit for something overlooked?

You should not have to wonder.

What You Actually Need

Someone Who Knows

What to Look For

And a system that does not miss it.

You need expertise that thinks in searches, not questions.

Rather than asking dozens of yes/no questions and hoping users remember everything, our process searches for indicators across documents and transactions to surface what matters.

Instead of asking you questions, we:

  • Search every receipt and statement for hidden deductions
  • Cross-check databases for overlooked credits
  • Flag entries that need review by a licensed pro
  • Scan for classification issues that reduce refunds
  • Verify credits and limits across years

You file knowing nothing was overlooked.

How AutoTax Assist™ Works

Three Steps. Zero Guesswork.

01

Upload Documents

Quick, secure upload

Provide PDFs, images, or connect accounts. We accept all common formats and preserve file fidelity.

02

Deep Scan

Automated across 200+ categories

AutoTax Assist™ examines transactions, receipts, and statements using heuristics and rule-sets tuned by licensed professionals.

03

Review & File

A licensed pro reviews everything

A tax professional reviews the flagged items, discusses choices with you, and files when you're ready.

The Result

You file without wondering if something was missed.

That is the entire point.

Built For Real Situations

AutoTax Assist™ Works For

W-2 Employees & Families

  • Itemized deductions review
  • Child tax credits optimization
  • Dependent care and education credits

Freelancers & Gig Workers

  • Schedule C expense classification
  • Mileage & home office checks
  • Quarterly tax and estimated payments review

Small Business Owners

  • Payroll and contractor validations
  • Eligible business expense maximization
  • Multi-entity and owner compensation reviews

What You Actually Get

Everything you need to file with confidence.

AutoTax Assist™ Deep Scan

A comprehensive automated scan across 200+ categories to find missed deductions and credits.

Licensed Tax Professional Review

Every file is reviewed by a licensed tax professional who validates findings and recommends filing choices.

Maximum Refund Guarantee

We aim to find every legitimate deduction and credit. If we miss something that increases your refund, we'll make it right.

Audit Protection

Support and guidance in the unlikely event of an audit related to our work.

Year-Round Support

Questions after filing? We provide year-round support for tax questions and amendments.

Fast Turnaround

Efficient scanning and review process targeted to deliver results quickly and accurately.

Extra Support When You Need It

Additional Services Available

Available Jan. 2

Tax Refund Advance

Up to $7,000

  • Quick access to funds
  • Low fees and clear terms
  • Fast approval process
  • Funds available same day

Year-Round

Gift Card Program

$25 to $100

  • Referral rewards issued year-round
  • Flexible denominations
  • Delivered digitally
  • Redeemable with partners

Referral Reward

Vacation Stay Program

4-5 Night Stay

  • Earn a stay for referring clients
  • Partner properties in desirable locations
  • Flexible blackout policy
  • Simple booking process

What Happens When Taxes Are Done Right

Every year, Americans overpay by thousands simply because their tax setup was never properly reviewed.

$3,000

Average annual overpayment

Typical refunds missed when returns are not fully analyzed.

$250

Monthly budget improvement

What many customers report after reclaiming missed refunds.

$54,250

10-year investment value

Compounded benefit when refunds are invested consistently over time.

Simple. Clear. No Pressure.

Getting Started Takes Five Minutes

Upload your documents

Securely upload PDFs or photos — we accept everything common and convert securely.

AutoTax Assist™ does its work

Our scan runs across hundreds of categories to locate potential deductions and credits.

We review together

A licensed professional walks you through findings and recommends the best filing choice.

48hrs

Average completion time

  • No appointments required
  • Upload on your schedule
  • Pay only when you file

No upfront cost. No surprise fees. No pressure.

Questions People Ask Before They Start

How much does the initial estimate cost?

The initial estimate is free — we scan your documents and present findings with no obligation to file.

Can I upload documents from my phone?

Yes. Upload PDFs or photos directly from your device; our system accepts standard image and document formats.

How secure are my documents?

We use industry-standard encryption in transit and at rest. Files are only accessed by licensed professionals during review.

What happens if you find an error after filing?

If we miss something that increases your refund because of our process, we'll work to resolve and make it right under our guarantee.

Do I have to pay anything up front?

No. You only pay when you decide to file with us — there are no surprise fees or upfront charges.

File With Confidence

Stop Wondering If You Missed Something

AutoTax Assist™ finds what you did not know to look for.

Upload your documents. Let us scan your situation. File knowing nothing was overlooked.

No appointment required • Upload anytime • Pay only when you file

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Disclaimer: Our advertisements do not grantee you will qualify for a refund or the promotions. Eligibility is determined on a person by person basis. Terms, Taxes and Fees Apply.

See redemption website for details.