Keeper Tax
PaidAI-powered tax platform that pairs automated deduction tracking and return preparation with human tax professionals for complex individual tax filing, amendments, and year-round planning.
Informações da ferramenta
O que é Keeper Tax?
Keeper Tax is an AI-powered tax platform that helps individuals with complex tax situations file federal and state returns accurately. It uncovers missed deductions and savings, supports amending prior returns, and optimizes taxes through AI tools combined with dedicated tax pro support for filing, amendments, and year-round planning.
Recursos principais
Tax Deduction Tracker
Automatically finds and tracks business and other tax deductions with patented automatic deduction tracking so no deduction is left behind.
AI tax return analysis and preparation
AI analyzes prior returns for missed opportunities, preps the current return with extensive checks, and provides an AI tax assistant for instant advice.
Tax filing (federal and state)
Prepares and files current-year federal and state tax returns; every return is reviewed and signed by a tax expert with 300+ audit checks.
Amend prior-year returns
Files amended returns for prior years (up to 5 years back) after a holistic review by tax experts to fix mistakes, claim missed deductions, and add forgotten forms.
One-on-one tax consultations
Dedicated tax pro consultations (up to once per quarter on premium) for optimization, strategy, and answering complex questions.
Quarterly tax autopilot
Estimates and helps manage quarterly estimated tax payments automatically.
24/7 chat and email support
Round-the-clock support via chat and email for tax questions.
Audit protection
Provides help if the IRS contacts the user after filing.
Casos de uso
- #1
Filing complex individual taxes
Prepare and e-file federal and state returns for situations involving multiple income types, deductions, and credits with AI assistance plus pro review.
- #2
Amending prior tax returns
Correct mistakes, claim missed deductions or forms, and refile amended returns for previous years with tax pro help.
- #3
Self-employed and 1099 contractor taxes
Handle independent contracting income, business deductions, quarterly estimates, and related strategies.
- #4
Rental property and investment tax management
Address single or multi-property rentals, stocks, bonds, crypto, and related deductions or strategies.
- #5
Year-round tax planning and optimization
Use consultations, deduction tracking, and strategy guidance to maximize savings throughout the year.
Planos de preços
14-day free trial available; marketed as one flat fee for all tax needs. Specific plan prices not listed on the provided source pages.
Alternativas
Perguntas frequentes
What is Keeper Tax?
Can Keeper Tax amend prior-year tax returns?
Does Keeper Tax offer a free trial?
Who is Keeper Tax designed for?
What kind of support does Keeper Tax provide?
How does the Tax Deduction Tracker work?
Keeper Tax Contato e mídias sociais
- EmpresaKeeper Tax, Inc.
- Endereço44 Montgomery St STE 02-177, San Francisco, CA 94104
- Site:
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