IMPORTANT TAX RETURN DOCUMENT IS ENCLOSED. How does it make you feel when you get something in the mail with that phrase printed across the top in bold letters? My mix of emotions is best expressed by ugh (like most normal humans). Nothing makes you feel like an adult more than filing your taxes. What if there was something that made the process so easy that it was no longer made you want to say ugh? There is. And it’s called Visor.
Before I go any further, Visor is selecting 10 winners to get their 2018 tax filing for FREE! All you have to do is sign up (there’s no fee). If you’re a procrastinator, the tax deadline is almost here so hurry!
How do you get the Visor App?
It’s available in the iPhone app store and also on the web. It’s coming to Android soon!
How easy is the process?
It’s incredibly easy. Visor streamlines the tax filing process into 2 major steps: uploading documents and answering questions. If you were one of the first people to deposit checks into your bank from your iPhone, Visor is for you. You can upload your W-2 and 1099s in seconds by taking a photo of them. You can also upload PDFs or photos from your camera roll. If you prefer to work on a computer, you can also use Visor from your desktop! This is a great option if you have PDFs on your hard drive or electronic documents in your email that you need to upload. If you’re a freelancer or independent consultant, you probably have more documents than average person so being able to upload documents in seconds is key! Trust me, it’s so fast!
After you submit your documents and answer 5 questions, Visor pairs you up with an account manager who is your point of contact throughout the process. You can reach out at any time with questions. Your account manager handles most of the logistical questions (e.g. how long the process will take, securing banking information, etc.) but all tax related questions are routed to an accredited CPA. Then, Visor lets you know once our tax return is ready and walks you through the results before charging and filing.
I’m doing a demo over on Instagram today so head over there to see how the process works!
How much is it and what’s included?
It’s $99 for an annual membership. What? Yes. Think of Visor more like 365 days of tax advice versus something you purchase and download once a year. So, if you have a life event (i.e. get married, move to a different state, have a child, etc.), you can make sure you’re making the best choices throughout the year. Not just in April. Both you federal and state tax fillings are included in this $99 subscription each year. Fun fact, most of the advertised rates for competing tax services only include federal filings!
You also don’t have to pay until you get your snapshot of your completed tax return. This snapshot gives you your tax refund amount and liability. I think that’s one of the best features of the app. If you don’t like the results, you’re free to walk away and go another route without paying anything! It’s cost free.
What situations do Visor CPAs have experience with?
Most of the CPAs employed by Visor have 10+ years of experience and worked with high net worth individuals in their prior careers. So, they are well versed in many life events including:
- Buying a home
- Having a child
- Whether it’s better to file separately or jointly with your spouse
- Mortgage deductions
- Tax breaks for dependents
- Stock sales
This list isn’t all inclusive but it gives you an idea of the various situations they are equipped to handle! Their blog is also a great resource for checklists while filing your taxes and things to think about for the future.
What makes Visor better?
What I love about the app is that it combines smart technology and expertise from accredited CPAs to optimize your tax return (i.e. maximize your refund and deductions). That means, your information is sense checked by a human, not just a machine. Personally, that gives me peace of mind. Hiring a CPA yourself can be expensive so if you’re on a budget, this is a great way to complete your taxes and get personalized advice without the high cost. It’s also a great resource to make sure you’re planning for the future since you are getting access to tax advice year round with your subscription – not just once a year.
Have you filled your 2018 taxes yet? If not, I’d recommend signing up for Visor ASAP! You can even file an extension request through the app if you need it since the deadline is approaching!