Visor: Get Your Own Tax Professional

Visor

Maker

Visor is your new personal tax advisor. U.S. taxes are complicated and managing this can save you a significant amount of money in the long term. We saw an industry where finding an accountant means searching on yelp, paying a high hourly rate and not having access to year-round advice when you can actually use it! Those filing for themselves often struggle to know if they’re missing out on savings or how to respond to the IRS if they make a mistake. Visor is a hybrid approach. We are a full service personal tax firm with 40+ tax advisors based in Atlanta, Georgia that use our technology. We take a lot of boring, inefficient work out of the process for them (such as emails and data entry). So that they can focus on working with customers directly. These efficiencies lets us give you access to an accountant anytime you have a financial decision, instead of just at tax time for a flat annual fee. Today we're announcing we've raised $6.5M from Obvious Ventures, Social Capital, Lux Capital, Box Group and more.

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7yr ago

Andrew Brackin

Visor

Maker

If you'd like to experience it today, sign up and schedule a free introductory call with a tax advisor about your financial situation! https://myvisor.com

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7yr ago

Justin Mitchell

Cleft Notes

@brackin This is baller. Really would love to add you guys to https://getsyrup.com. You'd make a great "companion" to Bench

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7yr ago

Emily Sharata

@brackin why don’t you have a customer derive phone number? Waiting to receive messages from my “tax advisor” is like pulling teeth. I am still doubtful my taxes will be filed by the 15th.

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6yr ago

DO NOT USE THEM. They're useless. No customer service. Sporadic communication with no substance about when the work will be done. Took money upfront and have provided me with no filing. I've also gotten no update about whether they've filed for an extension. Any purported savings you're going to get are worthless if the services are never rendered.

Pros:

Nothing

Cons:

DO NOT USE THEM.

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6yr ago

Greg Lazarev

My experience is much the same.

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6yr ago

Simon Burns

Keza

Congrats on launching! Love the landing page and messaging. A lot of my friends struggle with startup stock options. Vesting period, early exercise, strike price 409A. All of these concepts are very confusing and online information + internal company comms can often be difficult to parse. Do you offer tax advice to help startup employees think through when/how much to exercise and the tax consequences?

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7yr ago

Andrew Brackin

Visor

Maker

@realsimonburns Absolutely. We're working on a huge set of content created around some of these complex tax issues with startup options/stock being the first topic we're going to cover. Because of the diversity of experience in our team, we have a number of experts in this field that have worked with hundreds of previous tech employee clients. Due to the nature of year-round advice, we can offer support/guidance at every step including when you first receive your options, when you've hit your cliff, before a major funding event and after the company exits. If you're exercising a large amount of stock we can also help you understand AMT and how to optimise this year's income.

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7yr ago

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Get Your Own Tax Professional

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