How it works
A simple three-step process to legally reduce your tax burden
Select Investment Strategy
Choose from IRS-approved strategies our partners provide, tailored to your income level and tax situation.
Fund & Sign Agreement
Make your investment and sign the required documentation securely online.
File Taxes
Receive your K-1 document in April, file your taxes, and get your refund if you overpaid.
Why High Earners Choose UpX
Professionals rely on our transparent, legally sound tax-optimization strategies.
Clear, Verified Documentation
You receive all essential documents—including K-1s, appraisal reports, and acknowledgment letters—ensuring full clarity and confidence in every investment.
Vetted by Licensed CPAs and Tax Attorneys
Each strategy is reviewed and approved by licensed tax attorneys to guarantee legal strength and long-term viability.
Audit Support & Filing Assistance
Our partners provide full audit support and guidance with related tax filings, so you're protected and supported at every step.
Calculate Your Tax Savings
Enter your details below to see how much you could save with strategies our partners provide.
Your Information
Your Results
Enter your income
Fill in your details to see your potential tax savings