Your Path to Financial Clarity Starts Here
RealTax IQ is a subscription-based, cloud-hosted Software as a Service (SaaS) platform featuring artificial intelligence that helps entrepreneurs and business owners organize financial records, maintain tax-ready documentation, gain financial clarity, build confidence through intelligent insights, take control of financial decisions, and unlock the power to make smarter business decisions while staying one step ahead of taxes and the IRS.
Subscribe today for immediate access to the RealTax IQ cloud-based AI Software as a Service (SaaS) platform and begin building financial clarity, confidence, control, and the power to make smarter business decisions.
Start
Designed for entrepreneurs who want an organized starting point for tracking income, expenses, and receipts while building better financial habits.
$278.40/yr billed annually
- ✓ACE AI Tax Expert — 3 credits/month
- ✓Income Tracking
- ✓Expense Tracking
- ✓Smart Receipt Capture — up to 500 receipt scans/year
- ✓Electronic Receipt Tracking
- ✓Basic income & expense reporting
- ✓Basic estimated tax calculations
- ✓Receipt Export (ZIP + CSV)
- ✓B3 Academy application access
- Audit Risk Score
- Tax Health Meter
- YTD Tax Summary
- Monthly Tax Summary
- Year-End Tax Prep Report
- Mileage Tracking
- Monthly Receipt Packet
- Intelligence Center
- Executive Intelligence Engine
Plus
Provides ACE AI guidance, audit visibility, tax health tracking, and year-to-date reporting.
$758.40/yr billed annually
- ✓Everything in Start
- ✓ACE AI Tax Expert — 15 credits/month
- ✓Smart Receipt Capture — up to 1,000 receipt scans/year
- ✓Audit Risk Score
- ✓Tax Health Meter
- ✓Risk alerts & ACE recommendations
- ✓YTD Tax Summary
- ✓PDF Receipt Summary
- ✓Enhanced estimated tax details
- Monthly Tax Summary
- Year-End Tax Prep Report
- Mileage Tracking
- Monthly Receipt Packet
- Intelligence Center
- Executive Intelligence Engine
Elite
Advanced tax visibility, mileage tracking, stronger documentation, and year-end support.
$1718.40/yr billed annually
- ✓Everything in Plus
- ✓ACE AI Tax Expert — 50 credits/month
- ✓Unlimited annual receipt scans
- ✓Mileage Tracking with Google Maps
- ✓Mileage deduction & tax savings estimates
- ✓Monthly Tax Summary
- ✓Year-End Tax Prep Report
- ✓Monthly Receipt Packet
- ✓Advanced Audit Risk insights
- ✓Advanced Tax Health insights
- ✓Executive Intelligence Engine
- ✓Full Intelligence Center
- ✓$100 off eligible year-end tax preparation
Know where your business stands
Income, expenses, and tax position in one place.
Stay ahead of tax risk
Identify documentation and tax issues before they become expensive problems.
Stay tax-ready year-round
Keep the records your tax professional needs organized throughout the year.
Frequently Asked Questions
Everything you need to know before signing up.