- 1
Create your account
Sign up securely and meet TaxCred Ted.
- 2
Share your goals
Tell us about your financial goals and situation.
- 3
Get your credit report
Pull your three-bureau report through our IdentityIQ partner link.
- 4
Upload & sign
Upload your report and ID, and review your agreements.
- 5
Consultant analysis
Our team reviews your report with AI assistance.
- 6
Your action plan
Get a personalized plan, education and progress tracking.
