Taylor is an AI tax agent (CPAI) that organizes your documents, advises all-year, files for you, and has our CPAs double-check her work.
Joint usually wins.
Want me to run it?
Yes.
+$4.7 k when you file together.
💸 Love is the only liability that pays.
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Returns verified by professional CPAs.
Guaranteed accuracy or it’s on us
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Talk to Taylor, CPAI like a human.
I’ve got a bunch of RSUs vesting this quarter and I’m trying to understand how that’ll affect my taxes. Do I owe anything now, or only when I sell? Also, is there anything I should do before year-end to minimize the hit?
Taylor is an AI tax agent (CPAI) updated and trained everyday using the most powerful AI models to deliver fast, accurate, and delightful tax prep and advice.
Complex issues and all draft filings are reviewed by CPAs, who have over 20 years of experience.
Taylor can proactively grab certain documents. For everything else, just drop it into your Vault or forward an email.
✅ Documents
Let’s do the backdoor Roth before finalizing.
Ask questions and get proactive advice on everything from retirement contributions to startup equity.
From dollar-accurate estimates to IRS-ready forms in minutes not weeks. Always verified by a human CPA.
All sensitive information is secured in your personal Vault and never shared without your permission.
Everything else is complimentary with no long-term commitment (doc organizer, questions, planning).
