What makes us different
Personal Advising
Ask us anything! We’re tax experts, so you don’t have to be. You have a team for all your tax needs.
Year-Round Availability
Here all year to help you make the best tax decisions. Schedule a one-on-one with an advisor anytime.
Transparent Pricing
We eliminated hourly rates and surprises with a simple one-time fee and you pay when you file!
Step 1
Answer a few questions
Give us a few minutes of your time and some details about your financial life.
Learn More
Get your quote
Answer a few questions, so we can provide you with a price estimate.
Get matched
Create an account and get matched with your tax advisors.
Start filing
Choose a tax year and give us a few details of your financial life.
Step 2
Gather your documents
Collect your tax documents, such as your W2, 1099, or K‑1.
Snap a few photos
Take a picture or scan your docs. Whatever is easiest for you.
Upload to Visor
Upload your docs through your dashboard. We’ll keep them safe.
Step 3
Calculate your refund
Your CPA will be working to prepare your return and get the most back.
Review and sign
Look through your return and sign when you're happy and ready.
File and pay
You only pay when you file. Push a button and submit your taxes.
This is our technology
Visor’s intelligent application empowers our advisors with data-driven insights.
Log in to our website and benefit from direct access to your team.
Log in to our website and benefit from direct access to your team.
Intuitive Design
Safe & Secure Data
Intelligent Algorithms