Your CPA files. We optimize.
Data-Driven Second Opinion
We analyze your return and benchmark it against similar households to identify inefficiencies.
Identify Missed Savings
We highlight specific strategies you may not be using — from retirement to tax-loss harvesting.
Built for Complex Finances
Whether you have investments, rental properties, or multiple income streams, we surface relevant insights.
Private, Secure, and Confidential
Documents are handled securely and never shared. Built with privacy-first infrastructure.
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How It Works
A simple, fast, and secure platform to find out how you can save money on your next tax bill.
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1
Request Beta Access
Sign up easily and secure your spot in our waitlist.
2
Provide Return Details
We'll email you instructions on how to provide your return details.
3
Get Your Tax Efficiency Score
We'll analyze your return, then provide your score and savings opportunties.
Bracket was started by a former private equity professional who was trying to figure out how to be more tax efficient for his own household.
"I work in finance and still wasn’t sure if I was overpaying on taxes. That’s because tax filing is built for compliance, not optimization. I built Bracket so it could show me where I could be more efficient."
Jordan
Bracket Founder
Your Questions, Answered
Find everything you need to know about Bracket, from security to how to get support.
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Request access to the beta program now. Spots are limited.