AI tax preparation & year-round advice for Wisconsin residents
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.
AI speed. Human verification.
That's the CPAI difference.
Everything you'd ask a tax advisor, answered fast.
Navigate Wisconsin's uniquely complex tax rules
A sliding-scale standard deduction that shrinks as income rises, an itemized deduction credit worth 5% instead of full itemized deductions, and four brackets up to 7.65%. Small income changes can significantly shift your outcome. Taylor, CPAI helps you calculate whether the standard deduction or itemized credit saves you more and optimizes across brackets.
Maximize the 30% capital gains exclusion
Wisconsin lets you exclude 30% of net long-term capital gains from state taxable income. But the rules are specific: only assets held over a year qualify, depreciation recapture doesn't count, and gains must be netted first. Taylor, CPAI identifies every eligible gain and times asset sales to maximize the benefit.
Handle reciprocity and multi-state filing
Wisconsin has reciprocity with Illinois, Indiana, Kentucky, and Michigan, but only for wages and salaries. Investment income, rental income, and capital gains from these states are not covered. Taylor, CPAI determines what qualifies, helps with refunds of incorrectly withheld taxes, and prepares your return.
Give proactive,
year-round advice
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.
Prepare your return, start to finish
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.
Talk to Taylor, CPAI like you'd talk to a human.
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.
How it works?
Taylor, CPAI prepares
Analyzes your documents, finds deductions, credits, and prepares your complete return.
CPA reviews
A human CPA on our team reviews every number, every form, every recommendation.
Approved ✅
You approve
You review your return and approve it before we file. Full visibility, full control.
We file
We file your return and stand behind it with our 100% accuracy guarantee.
Your data
is yours. Period.
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.
Frequently
asked
questions
Is Taylor, CPAI actually an AI, or am I talking to a person?
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.
What if Taylor, CPAI makes a mistake?
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.
Can Taylor, CPAI handle complex returns?
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.
Is my financial information secure?
Absolutely. Your data is encrypted with enterprise level security, stored in your personal Vault, and never shared without your explicit permission.
How is Taylor, CPAI different from ChatGPT or other AI assistants?
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.
Ready to meet your AI tax accountant?
Ask Taylor, CPAI anything about your taxes, free,
no credit card required.
