Visor

Get Your Own Tax Professional

10 followers

Get Your Own Tax Professional

10 followers

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Visor is an online tax filing and advisory solution that removes the hassle and complexity from doing your taxes. Work with an experienced tax advisor year-round for a flat annual fee.

Launch tags:Fintech•Web3

Launch Team

Customer.ioAutomate Messaging Everywhere — Startups Get 12 Months Free

Promoted

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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9yr ago

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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9yr ago

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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9yr ago

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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9yr ago

@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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9yr ago

This company really has to step up its game. People trust the expertise and it seems like they don't have it yet. I called three times asking about a specific follow-up question to the onbboarding call I had and no one knew the answer because they don't have tax expertise... (isn't that what the company does)? What's more - they sold me on a specific service through the on-boarding call and never actually implemented it, which led to a loss on my part (.. and of course because I didn't have the expertise, I only knew about this when an actual accountant told me why the previous accountants didn't make a specific change).

Pros:

Good UI, feels secure

Cons:

Bad customer service and lack of expertise. CANNOT BE TRUSTED

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7yr ago

I paid but can't get a real answer to any question or for them to file my taxes. What is this?!

Pros:

nothing

Cons:

they need more CPAs; the do nothing after being unable to file my taxes on time, they are asking me to fill out the extension the form.

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7yr 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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7yr ago

My experience is much the same.

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7yr ago

After having my tax documents for several months, they did not complete my return in time. They filed a Federal extension with 6 hours remaining on Tax Day. Then two days later I discovered they had not filed a State tax extension. Their response? "Sorry for the oversight"

Pros:

None

Cons:

They don't deliver the service, and customer service ghosts you. Avoid if you actually want your taxes filed on time.

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7yr ago