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Upload your 1040 for your free Estimated Tax Readiness score and a count of potential opportunities worth reviewing. Lucy helps you understand what could deserve a closer look.

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LucyYour tax intelligence companion
2025 return · ExampleEstimated Tax Readiness4 potential opportunities to review
63%
How your score works

A preliminary index based on potential opportunities found in this limited check. Fewer remaining opportunities means a higher score. It is not a savings percentage or confirmation of eligibility. Even 100% does not mean your taxes are fully optimized.

See my full assessment · Intelligence · $59/year
Your return supplies the factsThe shared brain calculates your scoreYour tax pro makes the call

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Insights Package

Upload your 1040. See where you stand.

Lucy
LucyExample · 2025 return
63%
Estimated Tax Readiness

4 potential opportunities to review

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.
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Intelligence Package

$59/year

Explore potential opportunities, see what deserves review, and know what to do next.

Best for turning insights into action

Includes everything in Insights +

  • Opportunity details 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 ReportExplore 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

Lucy

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

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