Visor offers a web and mobile app that delivers personalized CPA-level tax advisory to consumers, marketing a $99 advisory service to make professional tax help more accessible. The company aims to reduce the time and anxiety of DIY filing by providing a CPA experience through a secure web and mobile platform that files data on AWS. Target customers include people experiencing life events (moving, buying a home) and those who previously used CPAs but want lower fees. Leadership includes co-founder and CEO Gernot Zacke, who drew on experiences in Sweden and his time at Atomico, and other senior staff from the tax advisory world, Zenefits, Venmo and Square. Visor employs roughly 34 people split between San Francisco and Atlanta. The company cites a market where Americans spend about 13 hours a year on taxes and where $20 billion is spent annually on tax preparation, highlighting the opportunity. Visor offers an online tax filing and advisory service that pairs clients with in-house tax advisors supported by technology. Clients share financial information through an application, and each client is assigned an advisor who oversees the filing process from start to finish. The company uses a hybrid approach that integrates smart technology and human advising to maximize deductions and optimize finances for a flat fee. Visor provides year-round guidance rather than just annual filing. The company said the seed capital will be used to grow the team and expand the impact of its technology. Visor lists founders Avinash Anand, Gene Conley, and Gernot Zacke and operates out of San Francisco and Atlanta.

Total raised

$16M

Funding rounds

2

Latest round

Series A

Latest activity

Nov 2018