LightUp Tax Opportunity Review

Find the tax savings hiding in your returns

Submit your basic tax situation, complete payment, then securely upload your prior tax returns through Verifyle for a professional planning review.

How It Works

Six simple steps

Tell us about your tax situation — planning-level questions only, no SSN required.

Choose your review package and check out through Stripe. You'll receive a Case ID.

Sign the engagement and consent documents through Verifyle's secure platform.

Upload your prior tax returns through our secure Verifyle upload page — never by email.

Our CPA team reviews your returns and runs a tax planning analysis in TaxPlanIQ.

Receive a written report of tax-saving opportunities and recommended next steps.

Review Packages

One flat fee. No hourly billing. Every review ends with a written opportunity report and a clear recommendation.

For W-2 households who want to know what they're leaving on the table.

$499

For equity compensation, rental property, and multi-state situations.

$999

For S-Corp, partnership, and Schedule C business owners.

$1,999

Tax returns are uploaded only through Verifyle's encrypted secure upload page — never by regular email.
Engagement and consent documents are signed digitally in Verifyle.
Our intake never asks for your SSN, bank accounts, or logins. You may redact Social Security numbers (except the last four digits) before uploading.
Payment is processed by Stripe — we never see or store your card details.

Most reviews are completed within one to two weeks of receiving your documents.