Investrio Tax Filing

Businesses in their first few years, pre-revenue or spending under $500K annually, with growing complexity and no desire to DIY taxes. Built for solopreneurs who already want their books reviewed and organized, and now want taxes handled accurately, end-to-end, by a real accountant.

This plan works best alongside Investrio Assist, where your books are already clean, reviewed, and ready to file.

Why this works better with Assist

• Your books are already reviewed monthly
• Your chart of accounts is already customized
• Your reports are already tax-ready
• Your accountant starts from clean data — not cleanup

No scrambling. No re-explaining your business. No surprises.

The Investrio advantage

Software + human review + expert filing, all connected in one system.