Taylor scans every federal & state deduction you qualify for, then a CPA confirms each one before you file.
Home office
$1,800
RSU cost basis
$1,120
SEP-IRA contribution
$1,300
Software & Tools
$480
$4,700
Drop your W-2s, 1099s, K-1s & receipts.
Every document read and organized automatically.
Flags every deduction & credit you qualify for.
Reviewed and confirmed before you file.
Most filers miss deductions they've earned.
IRS instructions aren't exactly a page-turner.
Unclaimed credits are a silent overpayment.
Claim the wrong thing and it's on you.
Federal & state, even the easy-to-miss ones.
Taylor reads your forms and does the digging.
Clients often recover $3,000 to $5,000 in deductions they didn't know to claim.
Backed by our 100% accuracy guarantee.
Taylor surfaces every deduction and credit you qualify for.
Catches RSU, home-office, QBI and other easy-to-miss items.
Just send your documents, Taylor does the work while you approve.
The help of a tax professional without the big bill.
A professional checks every deduction before you file.
Catches RSU, ISO & ESPP deductions most filers miss.
Finds every business write-off across your contract income.
Deducts gear, software, home studio & platform fees.
Maximizes Schedule C expenses and the QBI deduction.
Projects what you owe so quarterly payments stay accurate.
Sorts back-year documents and files prior returns fast.
Yes — Taylor, CPAI. Unlike tax software that hands you a questionnaire, Taylor works like an accountant: you talk to it in plain English by chat or email, it organizes your documents, finds deductions, and prepares your federal and state return. A licensed CPA reviews everything before it's filed. Free to use, $499 when you're ready to file.
Yes, and it's the part AI is genuinely good at. Taylor reads every document in your Vault, cross-references your income, expenses, and life changes against current federal and state tax law, and surfaces the deductions and credits you qualify for — including the obscure ones people miss because they don't know to look. It also flags planning moves before deadlines pass, not just at filing time. A CPA confirms every position before it goes on your return.
Yes, always. Taylor does the preparation; a licensed CPA on our team reviews every number, form, and recommendation before filing, and stays involved on high-impact decisions year-round. You're never relying on AI alone — that human review is what backs our 100% accuracy guarantee.
From your actual documents, not estimates. Taylor pulls the figures from your W-2s, 1099s, brokerage statements, and expense records, then calculates your itemized total and compares it against the standard deduction to see which leaves you better off. You can ask Taylor to walk you through the math on any line — where each number came from and why it qualified. A CPA verifies the result before you approve.
It's safe because AI isn't doing it alone. Taylor handles the preparation, reading documents, applying current tax law, assembling the return, but a licensed CPA reviews every number and form before anything is transmitted to the IRS, and you approve the finished return yourself. Your documents sit in your personal Vault under enterprise-grade encryption, are never sold, and are never used to train AI models.
No hourly rates. No per-form charges. Quoted upfront.
