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WHO WE SERVE
We Serve the Everyday Taxpayer
Otherwise known as digitally savvy individuals or couples with straightforward income, seeking stress-free, efficient tax prep that fits seamlessly into their busy life. This also means we only accept clients with specific income types.
Income Types Supported
W-2 Employment Income
Investment Income (1099s)
Social Security or Retirement Income
Equity Comp (Stock Options, RSUs)
Income Types Not Supported
Business Owner / Side Hustle (Schedule C)
Rental Properties
Cryptocurrency
K-1 Income
Foreign Income
Contracting / 1099 Gig Work
Unsure what these terms mean? Check our Term Glossary.
Other Required Traits
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Comfortable with a fully virtual experience.
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Proactive, timely, and open to following a defined process.
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Sees Vivify as a partner of their long-term financial support team.
We are strict about the income types that we do not serve because those returns demand a different type of infrastructure than how we’ve designed Vivify - and we’d rather be great at what we do than mediocre at everything.
Contact Us
Use Vivify, LLC
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