I built Upstaxx because nobody built it for us.
This isn't a company story. This is a personal one. And if you've ever felt like the financial system wasn't built for people like you — it's your story too.
Let me be honest with you.
For most of my life, I did what most people do with their taxes. I filed once a year. I used whatever software everyone else was using. I answered the questions, clicked submit, and either got a refund or I didn't. I never thought twice about it.
I didn't know what I didn't know. And that ignorance was costing me thousands of dollars every single year.
One day I sat down with a tax professional — a real one, not software — and she showed me things I had never seen before in my life. Tax credits I qualified for that nobody had ever mentioned. Deductions hiding in my own bank statements that I had been walking past for years. Strategies that were sitting right there in the tax code, available to anyone, but only being used by people wealthy enough to pay someone to find them.
She wasn't doing anything special. She was just reading a playbook that nobody had ever handed to me.
I went home that night and I couldn't sleep. I kept running the numbers in my head. Not just that year — every year. All the years I had filed taxes the "normal" way, thinking I was doing it right. The money I had given away — money that was legally, rightfully mine — because I simply didn't know any better.
That's what got to me. It wasn't complicated. It wasn't some secret loophole. The information was right there. I just never had access to anyone who would show it to me.
Then I started talking to people. Friends. Family. The guy who drives for Uber. My neighbor who runs a small landscaping business. A friend who freelances as a graphic designer. A woman at my church who sells products online.
Same story. Every single one of them. Overpaying on taxes. Missing credits they qualified for. Leaving deductions on the table. Not because they were careless or lazy — but because nobody had ever shown them.
And that's when I realized this wasn't just my problem. This was an American problem. There are millions of people in this country — hardworking people, people grinding every single day — who are handing money to the IRS that they don't have to. Not because the system is rigged. But because the tools, the knowledge, and the strategies to keep more of what you earn have always been locked behind a door that most people can't afford to open.
A good CPA costs $3,000 to $10,000 a year. A tax attorney? Even more. Wealth managers? Financial strategists? Those are for people who already have money. The people who need help the most — the small business owners, the gig workers, the freelancers, the people building something from nothing — they get TurboTax and a prayer.
I looked at every app on the market. Every tool. Every platform. And they all did the same thing — one thing. Track your mileage here. Categorize expenses there. Get a handful of generic deduction tips somewhere else. Five different apps. Five different subscriptions. And at the end of the year, you're still guessing. None of them talk to each other. None of them see the full picture. None of them are smart enough to tell you what you're actually missing.
That's not a solution. That's a bandaid on a broken system.
So I made a decision.
I wasn't going to wait for someone else to fix this. I was going to build the thing that should have existed all along — a single platform that gives the average everyday American the same financial intelligence that the wealthy have always had. Not watered down. Not dumbed down. The real thing. Every strategy. Every credit. Every deduction. All of it — in one place, powered by the smartest artificial intelligence available, with tax professionals overseeing every recommendation to make sure it's accurate, compliant, and real.
But I didn't just want to build another tax tool. I wanted to build something deeper.
I wanted to educate people. I wanted the single mom driving for Lyft at night to understand that she qualifies for tax credits she's never heard of. I wanted the small business owner running a barbershop to know that the way he structures his business could save him $8,000 a year. I wanted the freelance photographer, the Etsy seller, the real estate investor, the crypto trader — all of them — to stop being reactive with their money and start being proactive.
Because here's the truth nobody tells you: the wealthy don't think about their taxes once a year. They think about them every day. Every financial decision — every purchase, every invoice, every mile driven — has a tax consequence. And if you're not aware of that in real time, you're leaving money on the table every single day and you don't even know it.
I wanted Upstaxx to be the thing that changes that. Not a tool you open once a year. A living, breathing part of your financial life. Something that sits with you every day — watching your money, protecting your money, and showing you how to keep more of it. Something that turns you from someone who hopes for the best at tax time into someone who knows exactly where they stand, every single day of the year.
That's why I built Upstaxx. And that's why I built Mr. Green.
Meet Mr. Green
Your Financial Brain. Always On. Always Yours.
Mr. Green is the AI at the heart of Upstaxx — and I need you to understand what he actually is, because nothing like him has ever existed before.
He's the CPA you could never afford. The tax strategist you didn't know you needed. The financial advisor who actually understands your situation — because he's connected to your accounts, your transactions, your entire financial picture. And he's learning every single day.
Mr. Green is literally the smartest financial brain on the internet. And he lives right in your pocket. He doesn't sleep. He doesn't take vacations. He doesn't charge you $300 an hour. He's with you at 2am when you're wondering if that purchase was deductible. He's with you in April when everyone else is scrambling. He's with you in July when nobody else is even thinking about taxes — and that's exactly when the biggest savings are found.
And everything he recommends is backed by licensed tax professionals. Because we don't believe in AI without accountability. Mr. Green doesn't guess. He calculates. He doesn't suggest — he shows you the exact number.
Everything. One Place.
No more juggling five apps. No more guessing. No more leaving money behind.
Tax Strategy Engine
350+ strategies with real calculators that show exact dollar amounts — not generic tips from a blog.
Tax Credits Scanner
63+ federal and state credits. The $1,500 renter's credit in DC. The Saver's Credit. The ones nobody tells you about.
Uptrack — Expense Tracking
Connects to your bank and auto-categorizes every transaction. You don't log anything — it's done for you.
Bookstack — Bookkeeping & Invoicing
Automated bookkeeping and professional invoicing with tax impact analysis built in. Your entire back office.
MileStack — Mileage Tracking
GPS tracking with Missing Miles detection. Every mile is money. We make sure you don't lose a single one.
Mr. Green — AI Advisor
Ask him anything. Get real answers backed by tax code, not opinions. Available 24/7, right in your pocket.
AI-Powered. Human-Verified. Always.
I want to be clear about something. We use the most advanced AI on the planet — but we will never let a machine make promises without a human standing behind them. Every strategy Mr. Green recommends, every credit he finds, every deduction he flags is built on real tax code and overseen by licensed tax professionals.
You get the speed and intelligence of AI with the trust and accountability of human expertise. That's not a marketing line. That's a promise from me to you.
This is for you.
If you've ever earned a dollar outside of a W-2 paycheck, Upstaxx was built with you in mind. Specifically you.
Robert Dawkins
"I didn't build this for investors or for press coverage. I built it for my neighbor. For my family. For the single parent driving at midnight who deserves to keep every dollar they've earned. Mr. Green is in your pocket now. Use him. He's on your side."
You've been leaving money on the table.
Let's find out how much — and start getting it back.
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