Carry, the all-in-one platform for tax-advantaged accounts that helps business owners and high-earners build wealth, has partnered with april to launch integrated professional tax filing. Carry customers can now work with a human, U.S.-based tax professional directly in the Carry platform.

The entrepreneurs, side hustlers, and high-earning professionals who use Carry need to navigate more complex tax obligations than the average taxpayer. Now Carry is helping them file with confidence by connecting them with april tax pros who can complete their personal and business returns with an eye towards both compliance and maximizing tax-saving strategies. 

One of the most powerful aspects of the partnership is automatic data import. With customer consent, Carry Solo 401(k) contributions are shared with the april tax professional, reducing the number of forms customers need to upload. Over time, Carry will expand auto-import to include additional contributions, conversions, and tax credits.

“At april, our goal is to embed tax experiences where people are already making financial decisions. Carry has simplified how customers manage tax-advantaged accounts, and we’re excited to extend that experience with aprilPro,” said Ben Borodach, CEO of april. “By bringing expert tax filing directly into Carry’s platform, we’re helping customers with more complex financial situations file with confidence.”  

Beyond tax filing, Carry and april are partnering on a suite of tax planning tools set to launch throughout 2025. These tools will help customers with estimated quarterly taxes and tax forecasting. Beginning in June, customers will also have the option to book monthly or quarterly strategy sessions with their tax professional for a small additional fee, helping them stay ahead of tax obligations.

“Our mission at Carry is to help people grow their net worth by saving money on taxes,” said Ankur Nagpal, founder and CEO of Carry. "Partnering with april to bring professional tax filing and tax planning directly to the Carry platform means our customers can now handle their taxes with the same ease as their investments.”