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Reduce your tax significantly in 10 minutes

Lucy helps freelancers, contractors, creators, property owners and small business owners understand their tax situation and take the next step. Start with your 1040 and a free Tax Readiness Score.

Get my free Tax Readiness Score See how Lucy helps

Insights Package · Free · 90 days with Lucy

Upload your 1040Get your Tax Readiness ScoreExplore your next step

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LucyYour tax intelligence companion

2025 return · ExampleTax Readiness Score6 of 10 available strategies reflected in your return

60%

See the other 4 with the Intelligence Package

Your return supplies the factsThe shared brain calculates your scoreYour tax pro makes the call

See Lucy in action

Your next move? Ask Lucy.

Insights Package

Upload your 1040. See where you stand.

LucyExample · 2025 return

60%

Tax Readiness Score

6 of 10 available strategies in your return

Simple pricing

Choose how Lucy helps you

Packages backed by the Rebel Guarantee. Start with your score, then choose the help you need.

Planning, not tax filingLucy helps you prepare. Your tax professional decides what to implement.

Start with your score

Insights Package

Upload your 1040 and see where you stand with your free Tax Readiness Score.

Best for a clear starting point

Includes

Tax Readiness Score from your 1040
Lucy Conversations (90 days)
Strategies found versus available
Missing strategy details in Intelligence

Not ready? Estimate your self-employment tax free Get my free score

Get the full report

Intelligence Package

$59/year

Reveal the missing strategies, see what deserves review, and know what to do next.

Best for turning insights into action

Includes everything in Insights +

Missing strategies and prioritized next steps
Full Tax Intelligence Report
Unlimited Lucy Conversations
A brief to preview and share
Tax Crew at a member discount

View a sample Tax Intelligence Report Explore Intelligence

Ongoing help from Lucy

Pro Package

$199/year

Keep records simply, receive useful reminders, and get help following through throughout the year.

Full $59 Intelligence credit on upgrade

Includes everything in Intelligence +

Lucy on the Go and document storage
Useful reminders and proactive help
A draft plan for your preparer
Mileage, Expense & Real Estate Trackers
CPA matching and one included Tax Crew DM

Explore Pro

Real human backup

Bring in the Tax Crew when the decision gets real

Licensed CPAs, EAs, and Certified Tax Advisors who can pressure-test the move before you act

Direct MessageAsync reply within 24 hours

Member$39

Non-member$49

Video Consultation30-minute live session with a tax pro

Member$99

Non-member$129

Tax Crew services are purchased separately · Intelligence and Pro qualify for member pricing · Pro includes one DM

You don’t have to know what to ask

Start with your return. Let Lucy help with the next step.

Get your free Tax Readiness Score with the Insights Package. Discover more with Intelligence, and stay organized with Pro.

Get my free score