Choose Your TaxGenius Plan
Unlock detailed savings strategies and year-round US income tax optimization
Free US Income Tax Savings Scanner
✓ Basic potential savings estimate from your US income tax return PDF
✓ General optimization hints
Try Free ScanThe TaxGenius Savings Guarantee
Find More in Savings Than Our Fee, or Your Money Back
We guarantee our AI will find you more in potential tax savings than the cost of your subscription. If your first downloadable report identifies total potential savings less than the fee you paid for that billing period, we will refund your payment in full. It's that simple.
1. Get Your Analysis
Upload your tax documents and receive your detailed savings report
2. We Compare Savings
Our system compares your potential savings to your subscription cost
3. Automatic Refund
If savings don't exceed your fee, get an instant full refund
💡 Average savings: $2,847 per user
TaxGenius One-Time Analysis
Perfect for single tax return analysis
One-time payment for complete analysis
What You Get:
- Complete analysis of one tax return (federal and/or state)
- Online report with detailed savings breakdown
- Downloadable PDF report with action items
- Specific tax optimization recommendations
- 100% Money-back guarantee if no savings found
No recurring charges • Instant access
TaxGenius Aware
Perfect for individuals seeking detailed insights
- 3 scans per quarter - enhanced capacity
- Downloadable Full Reports - comprehensive PDF analysis
- Combined Federal & State tax analysis
- Tax Deadline Reminders - never miss important dates
- Receipt Scanner - OCR + AI expense categorization
- Tax Health Dashboard - track deduction progress & limits
- Basic year-round income tax monitoring
- US income tax law alerts
- Secure document vault
TaxGenius Optimized
Comprehensive optimization for serious savers
- 6 scans per quarter - enhanced capacity
- All "Aware" features, PLUS:
- Combined Federal & State tax analysis
- Daily Tax Tips - personalized optimization insights
- Document Collection Tracker - checklist & progress monitoring
- Enhanced Tax Health Analytics - detailed progress tracking
- Advanced Receipt Processing - unlimited scans & categorization
- Real-time Deduction Tracker - expense logging with category limits
- Premium Full Reports - detailed PDF with implementation steps
- Proactive AI-driven saving suggestions
- Estimated income tax calculations & reminders
Complete Feature Comparison
| Features & Analysis Types | Freemium | One-Time Analysis | TaxGenius Aware | TaxGenius Optimized |
|---|---|---|---|---|
| Tax Return Analysis | ||||
| Federal Income Tax Analysis | ||||
| State Income Tax Analysis | ||||
| Combined Federal & State Analysis | ||||
| Smart Tax Management | ||||
| Receipt Scanner & AI Categorization | ||||
| Document Vault - Secure Storage | ||||
| Tax Health Dashboard | ||||
| Tax Deadline Reminders | ||||
| Document Collection Tracker | ||||
| Daily Tax Tips | ||||
| Real-time Deduction Tracker | ||||
| Downloadable Full Reports (PDF) | ||||
| Privacy & Security | ||||
| Document Anonymization Tool | ||||
| Bank-Level Encryption | ||||
| Advanced Optimization | ||||
| AI-Powered Deduction Discovery | Basic | Enhanced | ||
| Custom Tax Strategy Reports | ||||
| Priority Support | ||||
| API Access & Integrations | ||||
All paid plans include comprehensive tax optimization tools and year-round support
Frequently Asked Questions
Is my data secure?
Yes, we use bank-level encryption and never store sensitive information like SSNs permanently.
Can I cancel anytime?
Absolutely. You can cancel your subscription at any time with no hidden fees.
Do you provide actual tax advice?
No, TaxGenius provides educational information and suggestions. Always consult a qualified tax professional for personalized advice.