
Taylor, CPAI supports your year-round tax planning and preparation by organizing documents, analyzing your situation, and identifying deductions and credits, while CPAs stay involved throughout, advising on decisions and reviewing and filing your return.
Returns verified by licensed CPAs
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That's the CPAI difference.
Georgia's flat 5.39% rate is decreasing annually toward 4.99% by 2029, but the state only partially conforms to federal tax law. Between Georgia-specific adjustments, its own standard deduction, and deductions that don't carry over from your federal return, your filing needs its own analysis. Taylor, CPAI stays current on these changes and applies the correct rules.

Atlanta's tech and fintech scene means more residents than ever are earning RSUs, ISOs, and stock options. Every vest and exercise is taxed at Georgia's flat rate on top of federal taxes. Taylor, CPAI helps you model your equity timing, evaluates whether Georgia's pass-through entity tax election benefits your situation, and captures every available adjustment.

Georgia has no reciprocity agreements with any state. Every dollar of out-of-state income requires careful handling. If you relocate to Atlanta, earn income from another state, or work remotely for an out-of-state employer, Taylor, CPAI navigates Georgia's sourcing rules and claims proper credit for taxes paid elsewhere.

Tax planning shouldn't only happen in April. Taylor, CPAI monitors your situation and proactively suggests moves, like tax-loss harvesting, estimated payments, or contribution deadlines, before it's too late.

Taylor, CPAI doesn’t just give advice, it does the work. Upload your documents, answer a few questions, and it prepares your complete return, while your CPA team stays involved throughout, advising on decisions and filing your return.


No forms. No jargon. No waiting. Just ask Taylor, CPAI your tax questions in plain English, by email, chat, or call, and get clear, personalized answers in seconds.

Analyzes your documents, finds deductions, credits, and prepares your complete return.

A human CPA on our team reviews every number, every form, every recommendation.
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You review your return and approve it before we file. Full visibility, full control.
We file your return and stand behind it with our 100% accuracy guarantee.
We take privacy seriously. Your financial information is stored in your personal Vault with enterprise grade encryption. We never use your data to train our AI models and never share it without your explicit permission.
Taylor, CPAI is an AI agent, specifically, an AI CPA trained on tax law and powered by the latest AI models. But you're never just relying on AI: every return and high-impact decision is reviewed by a licensed tax professional on our team before filing.
We stand behind Taylor, CPAI's work with a 100% accuracy guarantee. If there's ever an error due to a mistake on our end, we cover any resulting interest and penalties.
Yes. Taylor, CPAI is specifically designed for the complexity that trips up regular tax software: stock options (ISOs, NSOs, RSUs), crypto, rental income, K-1s, multi-state filing, and more. If you've outgrown other tax softwares, it’s for you.
Absolutely. Your data is encrypted with enterprise level security, stored in your personal Vault, and never shared without your explicit permission.
Taylor, CPAI is purpose-built for taxes. Unlike general AI assistants, it’s trained on U.S. federal and state tax law, continuously updated with current rules, and connected to your actual financial data. Most importantly, every recommendation is verified by licensed CPAs, so you can file with confidence.
Ask Taylor, CPAI anything about your taxes, free,
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