AI Tax Optimization
Every deduction found. Every dollar defended.
AI scans your financial data to find missed deductions, optimize estimated payments, defend against audits, and handle IRS correspondence on your behalf.
Features
Tax advocacy, not just filing
Deduction Scanner
AI analyzes your transactions, receipts, and financial history to find every deduction you qualify for. Industry-specific rules, home office, mileage, and more.
Audit Defense
If the IRS comes knocking, we generate audit defense documentation, response letters, and evidence packages. Organized, cited, and ready to submit.
IRS Correspondence
AI drafts responses to IRS notices, CP letters, and collection correspondence. Cites relevant IRC sections and includes supporting documentation.
Tax Planning
Quarterly estimated payment optimization, year-end tax planning, Roth conversion analysis, and capital gains harvesting strategies based on your actual financial data.
Pricing
Keep more of what you earn
Ongoing tax monitoring, deduction scanning, and audit defense — not just filing season.
Personal
Billed annually at $139/yr
- Deduction scanner
- IRS notice monitoring
- Tax document organizer
- Estimated tax calculator
- Filing reminders
- Email support
Self-Employed
Billed annually at $289/yr
- Everything in Personal
- Business expense categorization
- Quarterly tax estimates
- 1099 tracking
- Home office deduction optimizer
- Mileage tracking integration
- Priority support
Business
Billed annually at $489/yr
- Everything in Self-Employed
- Multi-entity support
- Payroll tax optimization
- R&D credit identification
- Audit defense package
- State tax nexus analysis
- Dedicated support
FAQ