AI tax prep that actually understands equity.
RSUs, ISOs, NSOs, AMT, 83(b) elections, Taylor, CPAI handles the complexity so you don't have to. Every return is verified by a licensed CPA.
Returns verified by licensed CPAs
Guaranteed accuracy or it’s on us
Bank-grade
security
Equity compensation is complicated.
It doesn't have to be.
You worked hard for that equity. But when tax season arrives, you're stuck with confusing brokerage statements, surprise AMT bills, and software that treats your RSUs like a mystery.
Double-tax trap
Your W-2 already includes RSU income. Your 1099-B shows the full sale. Without proper adjustment, you're taxed twice on the same shares.
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AMT surprise
Exercised ISOs this year? The Alternative Minimum Tax could mean a five-figure bill you didn't see coming, unless someone models it beforehand.
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Cost basis mess
Brokerage statements often show $0 cost basis on RSU sales. Report it as-is and you're massively overstating your gains.
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30-day window
The 83(b) election deadline is exactly 30 days from your grant. Miss it and there's no second chance, ever.
Meet Taylor,
CPAI.
Taylor, CPAI is an AI tax accountant trained on the latest tax code, IRS guidance, and planning strategies. Ask questions in plain English. Get clear answers.
Cost basis correction
Taylor, CPAI reconciles your W-2 supplemental income with brokerage 1099-B data to calculate the correct cost basis, no more double taxation.
AMT modeling before you exercise
Exercised ISOs this year? The Alternative Minimum Tax could mean a five-figure bill you didn't see coming, unless someone models it beforehand.
Exercise timing optimization
What are the tax implications of exercising now vs later? Taylor, CPAI helps you think through the trade-offs based on your full financial picture.
Multi-state allocation
Granted options in California, exercised after moving to Texas? Taylor, CPAI handles the state-by-state allocation so you don't leave money on the table.
83(b) election guidance
Received restricted stock? Taylor, CPAI guides you through whether an 83(b) election makes sense and ensures you don't miss the 30-day deadline.
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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.
100% guarantee
In the unusual event of a mistake, we take care of interest and penalties.1
The Vault
Your most important documents always available and always secure.
Frequently
asked
questions
Can Taylor, CPAI handle multiple types of equity in the same return?
Absolutely. Many tech employees have RSUs and ISOs and ESPP shares, often from multiple companies. Taylor, CPAI handles all of it in one place, with proper tracking of each grant's tax treatment.
What if I already filed and realized my cost basis was wrong?
It happens more than you'd think. If your cost basis was reported incorrectly, especially on RSUs or ISOs, you may have overpaid taxes or have an error the IRS could flag. The fix is an amended return (Form 1040-X). Taylor, CPAI can review your prior return, identify the discrepancy, and your CPA team will handle the amendment. Don't ignore it. Correcting cost basis errors can result in a meaningful refund.
Do I need to understand equity taxation to use Deduction?
Not at all. That's exactly what we're here for. You don't need to know the difference between an ISO and an NSO, or what the AMT adjustment on your 1099 means. Just share your documents: your W-2, 1099-B, and brokerage statements. Taylor, CPAI will organize everything while your CPA handles the analysis and filing. We explain what matters, in plain language, when it matters.
What about state taxes if I moved mid-year?
Moving mid-year adds complexity, especially if you relocated from a high-tax state like California or New York. You'll likely need to file part-year resident returns in both states, and equity income like RSU vesting or option exercises may be allocated between states based on your work location during the grant period. Deduction handles multi-state returns as part of your filing, so you won't need to figure out the allocation rules yourself.
Is $499 really all-in? No hidden fees?
Yes. $499 covers unlimited conversations with Taylor, CPAI, year-round tax planning and advice, CPA-reviewed federal and state filing, secure document storage in your Vault, and our 100% accuracy guarantee. This also includes ‘pass-through entities’, for example, if you have an LLC for a side hustle where the income passes through to your personal return.
Your equity is complicated. Your taxes don't have to be.
Stop worrying about equity compensation. Get the tax help you actually require.
