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Your Tax Score reflects how healthy, compliant, and audit-ready your business really is—before tax season hits.
A Tax Score is a numerical rating of your business’s overall tax health. It reflects how well your company is managing:
• Tax Compliance
• Audit Risk
• Financial accuracy
• Missed savings opportunities
Think of it like a credit score, but for your tax performance. Instead of measuring how you handle debt, it measures how you handle your taxes—filing correctly, staying compliant, and planning ahead. Each score is generated using real data from:
• Your most recent corporate tax return
• Your general ledger
• Your financial behavior over time
Our framework combines expert analysis with proprietary AI—built specifically for startups and growing businesses.
• Based on credit behavior
• Used by lenders
• Standardized by credit bureaus
• Affects interest rates and loans
• Based on tax and financial compliance
• Used by founders, CPAs, and investors
• Custom to each business and AI-generated
• Affects audit risk, tax savings, and cash flow
We assess your tax position across six key dimensions. While we don’t share our exact scoring formula, here’s what we look for (in plain English):
• Red flags in your return that might trigger audits or IRS notices
• Unclaimed credits or deductions that could reduce your tax bill
• Bookkeeping consistency, including reconciliations and categorization
• Year-over-year trends in income or expenses that signal risk
• Entity structure alignment with your actual operations
• System readiness—are you using automation or still doing everything manually?
HeyApril's Tax Score is ideal for:
• Founders and operators preparing for tax season
• Startups raising capital or undergoing due diligence
• Small business owners who want fewer surprises
• Finance leads or outsourced teams seeking clarity
When you calculate your Tax Score, you’ll receive:
• A Tax Report – Your current position, gaps, and strengths
• A Tax Plan – Actionable next steps to improve your score and reduce liability
Depending on your level of detail, you can choose from three versions of the report:
Tax Score Report Comparison
Note: The Complete report is typically reserved for Custom Plan clients, but we may waive the fee if it leads to meaningful follow-up work like amended returns or cleanup services.
Your Tax Score affects more than just compliance. It shapes:
• Your risk of audit or penalty
• Whether you’re overpaying or underpaying taxes
• Your eligibility for amendments and refunds
• Your appeal to investors and diligence teams
• Your ability to strategize proactively, not reactively
Startups that monitor their tax health early scale smarter—and save more in the long run.
1. Choose your report tier
2. Upload your tax return or complete a quick survey
3. We score your data and deliver insights
4. (Optional) Work with HeyApril to fix, amend, or optimize
Upload your return and connect your books to receive your personalized Tax Score. No pressure to commit. Just better visibility, backed by data.
There’s no perfect number—but higher scores usually mean lower risk, better documentation, and more proactive planning.
Absolutely. Book a contractor, change states, hire an employee, or amend a return—your score should reflect those changes.
Tax Score Lite is free. Standard is included with the Growth Plan. Complete is a premium service—but we may waive the fee if it leads to additional work.
No. We work with small businesses, ecommerce brands, and CPA firms too—especially those navigating growth, hiring, or multi-state filings.
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Empowering businesses with expert remote accountants and AI-driven solutions.
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