Customer Success Stories
See how TaxGenius has helped thousands of customers discover hidden tax savings and optimize their income tax returns.
5,000+
Tax Returns Analyzed
$22M+
Total Savings Found
4.9/5
Average Rating
Featured Success Stories
"TaxGenius found three major deductions my CPA missed for three years running. The AI spotted a home office deduction, business meal expenses, and education credits that saved me $8,500 this year alone. I'm now a customer for life!"
David K., Real Estate Agent
Phoenix, Arizona • Filed: Federal + State
"As a freelance consultant with multiple income streams, my taxes were a nightmare. TaxGenius organized everything and found $12,300 in savings I didn't even know existed. The quarterly planning feature alone is worth the subscription!"
Maria S., Freelance Consultant
Austin, Texas • Filed: Federal + Multiple States
What Our Customers Say
"Found $4,200 in deductions I missed. The AI is incredibly thorough!"
Sarah M.
Small Business Owner, CA
"Saved $2,800 with better quarterly planning. Worth every penny!"
Michael R.
Freelancer, TX
"The receipt scanner keeps me organized year-round. Best tax tool ever!"
Jennifer L.
Marketing Executive, NY
"Discovered $6,100 in missed education credits. My tax preparer never mentioned these!"
Robert T.
Teacher, FL
"State tax optimization saved me $1,850. The multi-state analysis is brilliant!"
Linda K.
Nurse, CA/NV
"TaxGenius caught a $3,200 error in my previous filing. Amazing attention to detail!"
James W.
Engineer, WA
"The document anonymizer gave me confidence to get help safely. Found $5,400 in savings!"
Patricia H.
Doctor, IL
"Self-employment deductions I never knew about. Saved $4,750 this year!"
Carlos M.
Contractor, TX
"The tax health dashboard shows exactly where I can improve. Saved $2,300 so far!"
Amy C.
Accountant, OH
"Retirement contribution optimization saved me $3,900. Brilliant analysis!"
Frank D.
Retiree, AZ
"Investment loss harvesting recommendations saved me $2,100. Professional grade advice!"
Sandra B.
Investor, NY
"Medical expense deductions I overlooked for years. Found $1,650 in savings!"
Karen S.
Nurse, MA
"Charitable deduction optimization increased my refund by $1,200. Excellent tool!"
Mark E.
Donor, CA
"Multi-state income allocation saved me $3,400. Worth every dollar!"
Julie F.
Remote Worker, FL/NY
"Business expense categorization found $2,800 in missed deductions."
Tony R.
Restaurant Owner, IL
"Child tax credit optimization saved us $1,900. Family finances improved!"
Lisa & Dan P.
Parents, OH
"Home office deduction calculation was perfect. Saved $3,100!"
Rachel K.
Writer, OR
"Caught an error in my amended return. Saved me $2,400 in penalties!"
George T.
Retiree, FL
"Student loan interest deduction maximized. Saved $1,800 this year!"
Emma W.
Graduate Student, PA
"Property tax deduction optimization found $2,200 extra savings!"
Paul M.
Homeowner, TX
"Vehicle expense tracking for business saved me $3,600. Amazing accuracy!"
Kevin L.
Sales Rep, GA
"HSA contribution strategy saved $1,400 in taxes. Great advice!"
Nancy D.
Manager, WI
"Dependent care credit calculation was perfect. Saved us $2,100!"
Maria & Carlos G.
Working Parents, AZ
"Professional development expense deductions found $1,950 in savings!"
Stephen A.
IT Professional, WA
"Energy efficiency tax credits I didn't know about. Saved $2,500!"
Helen R.
Homeowner, CO
"Freelance income optimization reduced my tax burden by $4,200!"
Alex C.
Photographer, NY
"Capital gains loss harvesting strategy saved me $3,800. Brilliant!"
Derek F.
Day Trader, NJ
"Rental property depreciation calculation found $5,100 in deductions!"
Michelle B.
Landlord, CA
"Military tax benefit optimization saved our family $2,300!"
Lt. Col. Johnson
Military Family, VA
"Elder care tax credit identification saved us $1,700. Very helpful!"
Robert & Janet S.
Caregivers, MI
"First-time homebuyer credit analysis saved us $3,200. Excellent service!"
Ashley & Mike T.
New Homeowners, NC
"Small business startup deductions found $4,800 I didn't know existed!"
Jonathan R.
Entrepreneur, TX
"Divorce tax planning optimization saved me $2,900 during difficult times."
Christina M.
Single Parent, CA
"Foreign income exclusion calculation was perfect. Saved $5,600 on expat taxes!"
William K.
Expat, Remote
"Adoption credit identification helped our family save $3,100. Life-changing!"
Sarah & David L.
Adoptive Parents, UT
"Farm income and expense optimization found $4,200 in agricultural deductions!"
Henry W.
Farmer, IA
"Cryptocurrency tax loss harvesting saved me $3,900. Complex but handled perfectly!"
Brian C.
Crypto Trader, FL
"Disaster casualty loss deduction recovery helped us save $2,800 after the floods."
Maria G.
Hurricane Survivor, LA
"Artist and creative professional deductions found $3,400 in studio expenses!"
Isabella F.
Artist, NY
"Side business tax optimization reduced my liability by $2,600. Great insights!"
Marcus D.
Part-time Business Owner, GA
"Union dues and professional fees deductions saved me $1,850. Every dollar counts!"
Thomas J.
Union Member, PA
"Inherited property basis adjustment saved us $4,500 in capital gains taxes!"
Gloria & Pete R.
Retirees, AZ
"Moving expense deduction for job relocation found $2,100 in savings!"
Angela H.
Corporate Employee, CO
"Dental and vision expense optimization through HSA saved us $1,950!"
Kim & Josh M.
Healthcare Family, MN
"Gambling loss deduction offset my winnings perfectly. Saved $3,300!"
Vincent P.
Casino Regular, NV
"State tax credit stacking strategy found $2,400 in additional credits!"
Diana L.
State Employee, MD
"Investment advisor fee deductions saved me $1,600. Professional guidance pays off!"
Richard S.
Investor, CT
"Electric vehicle tax credit maximization saved us $5,000 on our new Tesla!"
Melissa & Jake W.
EV Owners, WA
"Disability income tax exclusion analysis saved me $2,200 annually!"
Patricia K.
Disabled Veteran, TX
"529 education plan optimization for our kids saved us $1,800 in state taxes!"
Carol & Jim D.
Parents, VA
"Alimony payment optimization restructuring saved me $3,700 in taxes!"
Gregory T.
Divorced, IL
"Solar panel installation tax credits saved us $4,800. Green energy pays!"
Lynn & Bob A.
Eco-conscious, CA
"Hobby vs business determination saved me $2,300 in audit risk reduction!"
Eugene B.
Hobbyist, OR
"Unreimbursed employee expenses from pre-2018 rules found $1,900 in carryover!"
Ruth M.
Corporate Manager, NY
"Job hunting expense deductions during career transition saved me $1,400!"
Nathan G.
Career Changer, MA
"Worthless stock deduction from failed startup investment saved me $3,200!"
Oliver H.
Angel Investor, WA
"Clergy housing allowance optimization saved our pastor $2,100 annually!"
Pastor Michael & Rebecca
Religious Leaders, KS
"Foreign tax credit coordination prevented double taxation. Saved $4,100!"
Dr. Ahmed S.
International Consultant, NY
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