File smarter, keep more.
Connect with vetted tax professionals for filing, year-round planning, and strategic guidance — all through the AssetAlign platform.
Your biggest financial decision of the year.
How you file your taxes is one of the highest-impact financial choices you make annually. A missed deduction, an overlooked credit, or the wrong filing status can cost thousands. AssetAlign connects you with professional tax preparation services through our marketplace — with member discounts, Align Credits, and the peace of mind that comes from doing it right.
Browse Providers
Review vetted tax preparation partners suited to your situation — from straightforward W-2 filing to complex returns with investments, self-employment, and more.
Connect & File
Get connected directly with your chosen provider and file with confidence. Member discounts apply automatically — no codes, no friction.
Earn Credits
Filing through the marketplace earns you Align Credits — redeemable toward insurance, estate planning, and other financial wellness services.
Professional Review
A trained preparer catches what tax software misses — deductions, credits, and situations that algorithms don’t flag.
Maximize Deductions
Expert eyes on every line of your return — because the difference between a good and great return is knowledge.
Member Discounts
Exclusive rates available only through the AssetAlign marketplace — professional service at member pricing.
Earn Credits
Filing earns Align Credits toward insurance, estate planning, and financial advice — your whole plan moves forward.
Goals & Progress
Set financial goals, track milestones, and watch your progress update in real time.
Advisor Access
Your matched advisor is always one click away — schedule, message, and follow up seamlessly.
Marketplace
Browse and engage with insurance, estate planning, tax prep, and more — all in one place.
Align Credits
Earn credits for every financial action and redeem them toward services that move your plan forward.