Simple, integrated tax planning and filing

Our platform can deliver expert tax guidance and easy digital filing.

WE SIMPLIFY TAX SEASON

We support employees at tax time with expert guidance and a seamless digital filing experience.

Tax Filing

We help employees approach tax season with confidence thanks to an intuitive self-filing experience and expert advice along the way.

DIY Tax Filing

Simply answer a few easy questions, and we’ll guide you every step of the way.

Get Expert Guidance

Receive advice as you go and a final professional review with notes and tips to ensure each return is accurate and every eligible credit is claimed.

Tax Filing

We help employees approach tax season with confidence thanks to an intuitive self-filing experience and expert advice along the way.

OUR PROCESS

Data security and compliance is our top priority

IRS-Compliant

Fully compliant with IRS requirements

Secure

SOC 2 certified and bank-grade encryption

Confidential

Data is never shared with your employer

Don’t just take our word for it.

"Professional consult was quickly available and the software was very easy to use."

"I loved this tax filing experience."

"Very easy to navigate with readily available tax professionals to guide you along the way."

"Went smoothly and easily. Better experience than I have had in the past with similar services."

*Disclaimer: These testimonials are from current clients of the Addition Wealth platform. No cash or non-cash compensation was provided for testimonials or endorsements.

Learn more about what Addition Wealth can do for you