How Doughy™ works

The whole thing in three steps. We do all the hard parts. You don't need to know any tax anything.

See all three steps below.
What you'll never do again

The tax season ritual you know too well.

Logging into a dozen places to hunt for documents you don't fully understand.
Digging up a year of receipts and transactions you forgot about months ago.
Sending it all off, then waiting in a queue with no idea where you stand.
Then a fee you didn't expect, and a bill bigger than you thought.
app.doughy.com/account
Your account In progress: your savings plan
How your business pays youReviewing
Equipment write-offsIn place
Retirement planIn place
Home officeUp next
Next step Your advisor is reviewing how your business pays you. Nothing needed from you right now.
Your Doughy dashboard, all year long
Instead, with Doughy
Your data comes to us Modern tools pull it in, so you're not chasing documents.
Every price posted first You see what you'll pay before you start.
Always know where you stand Your dashboard shows every strategy at work on your account.

You'll always know where things stand,
and what you'll pay, before you pay it.

01
Step 01

Find Savings: the one-time review.

Every client starts here. One review that shows what you've been overpaying, and what to do about it.

You share your numbers. Your last return and a few details. That's your part, and it's most of what we need.
We do the digging. A licensed US tax advisor, with AI checking the work, runs your situation against hundreds of tax strategies, deductions, and credits.
You get a written plan. It shows exactly what you've been overpaying and the moves to fix it, typically in 48 to 72 hours.

You get back a clear, written plan showing exactly what you've been overpaying.

97% of our reviews have found savings, including $42,000 in one personal review.

Individual results vary based on your specific tax situation.

Here's exactly what every review checks.

What every review checks

Every review checks three things.

Income "How you make your dough." All income isn't taxed the same. We get yours into the right buckets, then claim every deduction you've earned against it.
Cashflow "Dough you can spend." We free up cash by lowering your tax bill and managing expenses, then put the extra to work where it saves you even more.
Assets "Make your dough work for you." We put your money into things that build wealth and lower your taxes at the same time, so you build retirement faster instead of overpaying.

Together, they're the Doughy Tax Savings Recipe™.

Finding the savings is step one. Next, we make them real.

02
Step 02

Lock In Savings: we make the plan real.

A plan saves you nothing until it's actually done. So we do it.

We put the plan in place. The actual moves, the forms, the setup. We handle it, so the savings show up on your real return, not just in a document.
Or you run it yourself. Prefer to do it on your own schedule? Take the plan and go. It's yours either way.

We never recommend a strategy that isn't worth more than it costs to put in place.

See what putting your plan in place costs on our Pricing page.

03
Step 03

Keep Saving: year-round, with a strategist.

Most people think you get a tax plan once, and you're done.

But tax laws change every year. So does your income, and your life.

Review your savings only once, and you miss the moves that show up later.

We look all year. Finding your savings comes first, then your bookkeeping, filing, and strategy are just handled.

$112,600 found in one business review.

Individual results vary based on your specific tax situation.

See which plan fits and what it costs on our Pricing page.

What you end up with

One person doing all three.
Not three problems to juggle.

Most people are already paying for pieces of this,
scattered across different people.

The old way
No one actually hunting for savings, year-round.
A bookkeeper, keeps the books.
A tax preparer, shows up at filing time.
With Doughy
One Doughy™ plan. A strategist who does all three, and keeps looking for savings all year.

Others hand you bookkeeping with filing added on. We hand you a strategist in your corner.

A few questions

What people ask before starting.

Do I have to leave my current accountant? +

No. A review doesn't require firing anyone. Plenty of clients start with just the review to see what they've been missing, and keep whoever files their taxes today.

What if my review doesn't find much? +

Then it costs you nothing. Your review pays for itself, or it's free, your choice of cash back or credit toward your next service. Full terms are on our Pricing page.

How is this different from my accountant just doing my taxes? +

Most accountants file what already happened. We look ahead all year for savings first, put the plan in place, then handle the filing. Finding your savings is the job, not an afterthought.

Do I have to sign up for the ongoing plan? +

No. The review stands on its own. The ongoing plan is a choice you make after you see your savings, never a requirement to get them.

Have a different question? Visit our full FAQ.

That's the whole thing. Ready when you are.

97% of our reviews have found savings.

Start with a review
One review shows what you've been overpaying. Every price is on the next page. No sales call.
Not ready? See what's likely available first with the free calculator. Just want the numbers? Visit our Pricing page.

Individual results vary based on your specific tax situation.