Tax strategy software for individuals & tax professionals
Stop Missing the Tax-Saving Moves That Expire at Year-End
A personalized tax plan with step-by-step guides — so you spot the strategies that may apply to you and act before the deadline, not after.
Individual accounts open now · Tax Pro accounts coming soon
- A custom tax plan, not generic tips
- Step-by-step guides that turn strategy into action
- Surfaces moves that may reduce taxable income, where applicable
- Act before deadlines instead of finding out too late
- Bank-level encryption
- $1 to start
- Built around current tax rules
- Strategy software — transparent about what it is
Here’s what our clients are saying
Turning Tears of Loss into Tears of Relief
We were devastated and in tears when faced with a six-figure tax bill for our three thriving businesses. It felt unfair, like we were losing what we had worked so hard to build. Our CPA dismissed our concerns, saying his job was only to file taxes, not to plan ahead. But after working with Charles Hopkins and Wealth by Taxes, we finally had a proactive plan and strategies our CPA had never raised. For the first time, we feel in control of our taxes instead of blindsided by them.
Reclaiming Peace and Partnership
Mounting tax stress was putting immense strain on our marriage. We came to Wealth by Taxes feeling overwhelmed and unsure of our options. After their thorough review, we learned our previous accountant had overlooked strategies that may have applied to us. Wealth by Taxes walked us through a clear plan and exactly what to do next. Now we’re not only free from that constant tax stress but planning our future together. They gave us back our peace—and each other.
From Paying the IRS to Building My Legacy
As a businesswoman, I felt like I was losing far too much to taxes every year, with no clear strategy and no way out. I’d worked hard to build my success, yet it felt like my wealth growth was held back by what I owed. Then I met Charles and his team. They didn’t just file my return—they built a real, proactive tax strategy around my goals. Instead of feeling stuck each tax season, I finally have a plan I understand and can act on. Wealth by Taxes gave me back my confidence.
Most people think about tax strategy too late.
By the time tax season arrives, many of the best planning opportunities may already require earlier action.
Tax prep only looks backward
Wait until the year is over and you are mostly reporting what already happened — not shaping what could have been.
Strategies need a head start
Deductions, retirement moves, entity choices, and timing decisions often have to be set up before year-end to count.
Knowing a strategy is not doing it
A tip you read about goes nowhere without clear next steps. You need to know exactly what to do and in what order.
No way to rank what matters
Without a plan built around your situation, it is hard to tell which opportunities are worth your time and which are noise.
Get a custom tax plan you can actually implement.
MyTaxGPS turns your tax situation into a clear, prioritized plan. Instead of guessing which strategies might matter, you get a path forward — with implementation guidance designed to help you act, not just read.
Start for $1- Answer guided questions about your tax situation
- Get a custom tax strategy plan built around your facts
- See the strategies that may help reduce taxable income
- Follow step-by-step implementation guides
- Upgrade to Max for professional collaboration and weekly support
Built for proactive tax planning.
Move from reactive tax prep to a plan you act on through the year.
Custom tax plan
A plan shaped around your situation — not the same generic tips everyone else gets.
Implementation guides
Clear next steps that turn each strategy into action you can actually take.
Taxable income reduction focus
Surface strategies designed to help reduce taxable income where applicable.
Professional collaboration
With Max, add one person to collaborate and join weekly group calls for extra support.
How it works
Create your account
Set up your account in minutes, then start your first month for just $1.
Answer guided strategy questions
A guided intake walks through your income, goals, and tax situation. No spreadsheets required.
Get your plan and guides
Review the strategies that may apply to you and follow clear, step-by-step next steps.
Optional: upgrade to Max
Add professional collaboration and weekly group calls whenever you want more support.
Frequently asked questions
- Is this tax prep software?
- No — this is tax strategy software. It helps you build a custom tax plan and follow implementation guides. It does not replace filing a tax return or working with a qualified professional when needed.
- Does this guarantee I will save money on taxes?
- No. Tax outcomes depend on your facts and circumstances. The software is designed to help identify potential strategies that may reduce taxable income where applicable.
- What is included in Core?
- Core includes software access, a custom tax plan, and step-by-step implementation guides for an individual user.
- What is included in Max?
- Max includes everything in Core, plus the ability to add one person to collaborate and join weekly group calls every Wednesday at 1:00 PM Central.
- Do I need to pay before creating an account?
- No. Create your account first, then choose your plan and start your first month for just $1.
- Can I register as a Tax Pro?
- Not yet. Tax Pro accounts are coming soon. Public registration is currently open for individual users.
Don’t wait until tax season to start planning.
Create your account and build a custom tax plan with implementation guides designed to help you take action this year.
Start for $1