Upload your tax documents as they arrive. Lunar Papers files them into the folders your tax preparer works from, gives you an estimate of your federal refund or balance due months before you file, and sends your preparer one clean package when you're ready. No sorting, no last-minute scramble.
Upload your documents and the return. Lunar Papers builds a workbook from the documents, compares it with the return, and gives you questions to take to your preparer: each with the item, why it came up and its rough estimated effect. Want the last three years? The Three-Year Look-Back runs a separate Second Opinion on each one.
Add each W-2, 1099 and K-1 the day it arrives. When you're ready, share everything with your preparer in one step, or download it neatly foldered and send it yourself.
W-2s, 1099s, K-1s, statements: PDFs, scans or phone photos. Each one is identified and filed, with Social Security and account numbers masked before our AI provider reads them.
An estimate of your federal refund or balance due beside last year's, with every question it depends on listed plainly. Answer what you can; leave the judgment calls for your preparer.
Send your organized documents and a workpaper workbook to the preparer you choose, with your written consent. Lunar Papers doesn't prepare or file returns.
Upload last year's federal return and get a list of the documents to gather for this year.
Free for everyone with a Lunar Papers account. You upload last year's federal return; it is processed by Lunar Papers and its AI provider under our privacy notice, with Social Security and account numbers masked first. The Free Scan returns a list of the documents to gather for this year and questions to think about. It does not estimate your refund or balance due.
Charged only when the report is delivered.
Charged only when the questions are delivered.
Send your organized documents and workbook to your preparer, or download them as one zip.
This report is generated by software from the documents you provided. No individual at Lunar Papers has reviewed it. It is an estimate and a list of questions for you and your tax preparer, not tax advice and not a tax return.
Lunar Papers, LLC is a software company. It is not a certified public accounting firm and does not provide accounting, tax preparation, or tax advisory services. Not offered to residents of California or Oregon.
One email when the taxpayer side opens. Nothing else.
