Effortless Tax Returns, Powered by AI
We're reimagining tax preparation with a "Done for you" approach. Our AI agents eliminate the core burdens: tedious data gathering, complex calculations, and deciphering ever-changing tax laws.
The Challenge with Traditional Tax Prep
Endless Data Hunt
Manually tracking down W2s, 1099s, receipts, and bank statements is time-consuming and prone to errors. Did you forget anything?
Navigating Tax Complexity
Understanding intricate tax codes, credits, and deductions requires expertise or hours of research, leading to missed savings or compliance risks.
Our AI-Driven Solution: Key Features
Automated Data Gathering & Interpretation
Securely connect your financial accounts (with permission) and let our AI automatically:
- Identify income sources (e.g., fetch W2s from payroll deposits).
- Flag potential deductions (mortgage, charity, DMV fees).
- Detect significant financial events (asset sales).
- Correlate data with email receipts for accuracy.
Natural Conversational Interaction
No more confusing forms. Our AI interacts with you naturally:
- Asks clarifying questions in plain language.
- Allows you to describe situations verbally.
- Lets you easily upload documents or photos (like receipts) via your phone.
Deep Tax Law Knowledge & Optimization
Our AI agents are equipped with up-to-date tax knowledge to:
- Interpret complex rules and regulations.
- Proactively identify potential savings and credits (e.g., R&D credits).
- Ensure compliance and maximize your return.
Secure Multi-Agent Architecture
Built on a foundation of specialized AI agents working together:
- Agents for Data, Interaction, Tax Law, Optimization, and Orchestration.
- Seamless collaboration ensures efficiency and accuracy.
- Managed securely with a focus on ethical data handling.
Empowering Tax Professionals
Our AI also provides a "Done for you" experience for tax experts, assisting them in staying current with laws, interpreting complex rules, and efficiently codifying logic for software and client advisory.