AI-powered tax prep & financial advisory

Your finances,
handled by AI

Upload your W-2s, 1099s, K-1s, and bank exports. Your AI agent generates IRS-ready PDFs or analyzes your portfolio and plans ahead.

Start Filing FreeNo credit card required

Trusted by founders nationwide

23+
IRS forms supported
500+
Field-level audit checks
99.9%
Computation accuracy

How it works

From documents to IRS-ready forms in minutes

1

Upload your documents

Drop W-2s, 1099s, K-1s, bank statements, credit card exports, and prior returns. We support PDF, CSV, XLSX, and images.

2

AI analyzes everything

Your agent extracts data from every document, categorizes expenses, identifies which IRS forms you need, and asks clarifying questions.

3

Generate IRS-ready PDFs

Filled and validated PDFs for 1040, 1120-S, K-1, 5471, 8949, Schedule D, and 18+ more forms — ready to file.

4

Verify with 500+ checks

Field-by-field audit with cross-form consistency checks. Every number is traced back to its source document.

Capabilities

Everything you need, nothing you don't

S-Corp, CFC & every entity type

1120-S, K-1, C-Corp, 5471, GILTI, 8992 — complex multi-entity returns handled automatically.

Full audit trail

Every field is verified and traced to its source document. Cross-form data flow is guaranteed consistent.

Crypto & capital gains

Form 8949, Schedule D, loss carryovers, and wash sale detection. Import directly from CoinTracker.

Financial advisor mode

Portfolio review, retirement planning, tax-loss harvesting, and tax-efficient investment strategies.

Pricing

Simple, transparent pricing

Start free, upgrade when you need more. No hidden fees.

Free

$0/month

20,000 credits to try everything

Get Started
  • 20,000 free credits
  • All 23+ IRS forms
  • Tax agent + advisor
  • Document upload & analysis
  • PDF generation & audit
Most Popular

Pro

$20/month

500,000 credits/mo, auto-refill

Start Pro Trial
  • 500,000 credits/mo (auto-refill)
  • Unlimited sessions
  • All models (Opus, Sonnet, GPT)
  • Persistent document storage
  • Pay-as-you-go overages
  • Priority support

Ready to automate your tax prep?

Join founders who save hours on tax preparation. Upload your docs and let AI handle the rest.

Get Started Free