AI Tax Planner
Planned taxes for the year, not an April scramble.
Taylor projects the taxes you owe, flags the moves that lower it, and reminds you before every deadline, with a CPA in the loop.
Tax plan · 2025
$9,110
Q3 estimate due Sep 15, set aside $3,120.
Harvest RSU losses before Dec 31
Max your 401(k): $4,200 left this year.
Tax planning that runs all year.
Connect
Link accounts or upload docs. The Vault keeps them safe.
Taylor projects
A live estimate of what you'll owe, updated as the year moves.
Act on the moves
Loss harvesting, retirement, estimates, flagged before deadlines.
A CPA weighs in
High-impact decisions get a licensed CPA's review.
Planning ahead vs. finding out during the tax rush
Find out what you owe too late to change it
Miss the window to harvest losses
Underpay and eat a penalty
$750–$2,000+ for a CPA to file alone
A live projection of what you'll owe
Reminders before every deadline
Moves to lower the bill, flagged early
$499/year, planning plus filing included
Stay informed ahead. Act in time.
Live tax projection
Taylor projects what you'll owe and keeps it updated as your income changes.
Deadline reminders
Reminders before every quarterly estimate and year-end deadline.
Proactive moves
Loss harvesting, retirement contributions, and RSU timing, flagged early.
CPA-reviewed
A licensed CPA reviews every high-impact decision before you act.
One flat fee
$499/year covers year-round planning, filing, and unlimited advice.
Built for income that moves.
Tech employees
RSUs, ISOs, ESPP, multi-state, handled.
1099 self-employed paperwork
Quarterly estimates and every deduction, tracked.
Content creators
Gear, home studio, and platform income, sorted.
Sole proprietors
Schedule C without the spreadsheet.
Last-minute estimates
Know what you owe before the deadline.
Late tax filers
Back years and extensions, caught up calmly.
AI tax planner is one piece of the job.
Questions about the AI tax planner.
What is an AI tax planner?
An AI tax planner reads your real financial documents and finds tax-saving moves throughout the year, not just at filing. Deduction's version, Taylor, CPAI, tracks income, deductions, and life changes as they happen, then surfaces actions worth taking while there is still time. Every recommendation is reviewed by a licensed CPA.
How does an AI tax planner work?
You send documents and talk normally. Taylor reads your W-2s, 1099s, K-1s, brokerage statements, and receipts, compares them against current IRS rules and your prior returns, then flags opportunities as they appear. Ask a question any time of year and get an answer quickly. A CPA handles the judgment calls.
Is an AI tax planner better than a CPA?
That is the wrong comparison. The useful pairing is both. AI reads every document, remembers every detail, and responds instantly, while a CPA supplies licensed judgment and accountability. Deduction combines the two: Taylor does the continuous work, a CPA reviews and signs. You are not choosing between speed and professional oversight.
Can an AI tax planner actually save me money?
It saves money mainly by catching things on time. Most tax savings expire on December 31, so an April conversation is too late for retirement contributions, loss harvesting, or income timing. An AI tax planner watching your whole year flags those while you can still act. Results depend on your situation.
What can an AI tax planner do that tax software can't?
Tax software waits for you, asks the same questions every spring, then disappears. An AI tax planner works from your documents year-round, remembers last year's return, answers questions in May and September, and connects planning directly to filing. No re-entry, no export step, no starting over each season.
Is my information safe with an AI tax planner?
With Deduction, yes. Your documents live in the Vault, protected by bank-grade, IRS-recommended security with enterprise-grade encryption in transit and at rest. Your information is never shared without your permission, and access stays limited to you and the licensed CPA working on your account.
How much does an AI tax planner cost?
Planning and advice are free to try at Deduction. Becoming a client is $499 for your first year, covering annual filing plus unlimited CPA-reviewed advice, not billed per question or per hour. Existing clients keep their prior-year rate, so there is no meter running before you ask something.
$499 a year. No surprises.
No hourly rates. No per-form charges. Quoted upfront.
Ready to never file again?
Talk to Taylor free. Upload your docs, get advice, and only pay when you file.
