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How Upstaxx Works
Tell us how you earn
Mr. Green activates what applies
See your savings
Plaid-Secured Connections
Bank data powered by Plaid — trusted by 12,000+ financial institutions
Tax Filing by April
Licensed, IRS-authorized e-file provider powering your returns
Enterprise Authentication
Secured by Clerk — enterprise-grade identity protection
350+ Tax Strategies
The largest AI-powered strategy library for self-employed Americans
Professional Review Available
Licensed tax professionals review your return — from $99 for annual members
Without Upstaxx
With Upstaxx
The average American misses $1,200+ in tax credits every year. 1 in 5 families eligible for the Earned Income Tax Credit never claim it — that’s $8.2 billion left on the table nationally.
Source: U.S. Treasury / Prosperity Now, 2025
Did you know?
Money you're entitled to. Right now.
You're leaving money on the table — and you don't even know it. Most Americans overpay on taxes every year. Not because they're careless. Because nobody showed them.
If you contribute to a 401(k) or IRA and earn under $39,500, you qualify for the Saver’s Credit — up to $1,000 back, on top of your normal deduction. Less than 6% of eligible taxpayers ever claim it.
Source: IRS.gov
1 in 5 families who qualify for the Earned Income Tax Credit never claim it. In 2021 alone, that was $8.2 billion left on the table.
Source: U.S. Treasury / Prosperity Now
The IRS standard mileage rate for 2025 is $0.70 per mile. A rideshare driver logging 15,000 business miles could deduct $10,500 — but only if they tracked every single mile.
Source: IRS Standard Mileage Rate, 2025
Americans spend 7.1 billion hours on tax paperwork every year and roughly $148 billion in filing expenses. And most of them still miss credits they qualify for.
Source: National Taxpayers Union Foundation, 2025
These aren't secrets. They're not loopholes. They're in the tax code — available to anyone. The problem is, nobody's ever shown you.
That's what Upstaxx does.
One platform that finds every credit, deduction, and strategy you're missing — automatically. Whether you're W-2, 1099, or running your own business.
You may be overpaying — let's find out.
Answer a few questions to see how much you could save with Upstaxx.
Tell us about you
Your Estimated Savings
Estimate based on national averages. Actual savings vary. Not tax advice.
For everyone who earns money.
W-2, 1099, or both — these tools find what you're missing.
Your financial stack is being built for you.
Every stack is different. Select how you earn and see what activates.
Pick how you earn. Watch your plan build itself.
Stack optimized for W-2 Employee
Mr. Green
AI Financial Brain
Scans 350+ strategies. Runs projections. Explains the why.
Uptrack
Smart Expense Tracking
Automatic categorization with deduction-ready summaries.
Milestack
Mileage Automation
Captures every drive. Turns miles into deductions.
Bookstack
Automated Bookkeeping
QuickBooks-level output. Zero manual bookkeeping.
Other platforms do one thing.
Upstaxx does all of it.
| Feature | Upstaxx | Keeper | Instead | TurboTax |
|---|---|---|---|---|
| AI Strategy Engine | 350+ | Limited | ||
| Tax Credits Scanner | 63+ | Basic | ||
| Expense Tracking | Uptrack | |||
| Mileage Tracking | Milestack | |||
| Automated Bookkeeping | Bookstack | |||
| AI Financial Advisor | Mr. Green | Basic | ||
| Tax Filing | Free (annual) | $89+ | Free | $69–$219 |
| Professional Review | $99–$199 | $169–$389 | ||
| S-Corp / LLC Modeling | ||||
| Adaptive Dashboard | ||||
| Bank Integration | Plaid | Plaid |
Feature comparison based on publicly available information as of February 2026. Visit each platform for current details.
File Your Taxes for FREE.
Free tax filing is included with every annual membership. No separate software. No upsells. No leaving the app.
Want a licensed professional to review everything before you file?
Not $3,000. Not $10,000. A one-time professional review that pays for itself if they find even one thing you missed. And they will — because Mr. Green already flagged everything.
Mr. Green
The smartest financial brain on the internet. In your pocket.
Mr. Green doesn't sleep. He doesn't charge $300/hour. He scans 350+ strategies, finds credits you didn't know existed, and shows you exactly how much you can save — down to the dollar. Powered by AI. Backed by licensed tax professionals.
Read the full storyTry Mr. Green Right Now
Ask him anything about taxes. One free question — no account needed.
Mr. Green
AI Tax Strategist
Popular questions
Demo responses are general tax information, not personalized advice. Create an account for strategies tailored to you.
What People Are Saying
Join thousands of self-employed Americans keeping more of what they earn.
"I was using Keeper and thought I was optimized. Upstaxx found $23,000 in strategies I didn't even know existed. S-Corp alone saved me $9,000."
Marcus T.
Freelance Developer • $145K income
Saved
$23,000
"The 'what if' tool is insane. I could see exactly how much I'd save by hiring my kids. $10K/year I was leaving on the table."
Jennifer R.
Restaurant Owner • $210K income
Saved
$10,000
"Finally, a tax app that doesn't just find what I spent - it tells me what to DO. And at a great price!"
David K.
Uber Driver • $68K income
Saved
$8,500
"The wealth projection tool opened my eyes. Seeing my tax savings compound to $2M over 20 years changed how I think about money."
Sarah M.
Real Estate Investor • $320K income
Saved
$67,000
"I was paying a CPA $4,500/year and STILL missing strategies. Upstaxx found everything my CPA missed and costs a fraction."
Michael C.
Marketing Consultant • $185K income
Saved
$31,000
"Setup took 10 minutes. By minute 15, I knew I'd save $15K this year. The Solo 401(k) guidance alone was worth it."
Lisa P.
Content Creator • $125K income
Saved
$15,000
Tax Strategies
With real calculators and exact dollar amounts
Tax Credits
Federal & state credits scanned automatically
Tax Items Covered
Every deduction, credit, and strategy
Tools, One Platform
Everything you need in one place
If you earn money, this is for you.
It doesn't matter how you earn it. It matters that you keep more of it.
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