Taylor CPAI by Deduction

Automatically reads, organizes, and processes uploaded tax documents such as W-2s, 1099s, K-1s, and receipts into a secure personal Vault.

Analyzes income, expenses, and financial situations against current federal and state tax law to surface all eligible deductions and credits, including obscure ones often overlooked.

Runs numerical analyses to advise on optimal tax strategies, such as determining the best filing status (jointly or separately), IRA contribution types (traditional or Roth), or timing for exercising stock options.

Capable of managing intricate tax scenarios including Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), cryptocurrency transactions, rental income, K-1s, and multi-state filing.

Monitors user financial situations and proactively suggests tax-saving moves throughout the year, such as tax-loss harvesting, estimated payments, or contribution deadlines, before they are missed.

Prepares full federal and state tax returns from start to finish based on uploaded documents and answers to a few questions, ready for CPA review and filing.

All prepared returns, recommendations, and high-impact decisions are reviewed and approved by a licensed human CPA on the Deduction team before filing, ensuring accuracy and compliance.

Allows users to ask tax questions in plain English via email, chat, or call, receiving clear, personalized answers in seconds without jargon or complex forms.