Claim R&D, Energy, and Real Estate Tax Credits in seconds without paying a consultant.
Big Tax Bill for 2025?
That Ends Today!
TaxSmart AI uncovers overlooked credits and deductions, builds audit-ready reports for your CPA, and helps you reclaim what’s yours — fast, simple, and automated.
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TaxSmart AI is currently integrated with QuickBooks - More Integrations Coming Soon.
Seamless QuickBooks Integration
Instantly syncs & sorts your transactions. New integrations launching monthly.
Smarter Questions
= Bigger Savings
Maps your data to 750,000+ tax codes for savings most won't see.
CPA-Friendly, Audit-Ready Reports
Compliant reports that save time—for you and your accountant.
Your AI Tax Expert,
On Demand
Instant answers from an always-on tax brain. No hold music, ever.
Trained on 750,000+ IRS tax codes + all 50 states
Engineered by founders & tax experts
Already recovered millions in missed deductions
make taxes work for your business
Shift your tax strategy from cost to asset
TaxSmart AI helps founders and finance leaders transform tax season from a cost center into a strategic advantage.
By automatically identifying overlooked credits, the platform helps businesses unlock $50,000 to $250,000+ in average tax savings without hiring consultants or changing your CPA.
It’s not just automation. It’s smarter, AI-powered tax planning designed to improve cash flow, boost profitability, and fund your next phase of growth.
IRS‑compliant. Audit‑aware. Trusted by finance leaders.
Your CPA‑Ready Strategy, Built with Precision
TaxSmart AI was built in collaboration with licensed accountants, engineers, and financial experts to ensure IRS-compliant accuracy, every time.
We don’t just promise results. Our platform has already helped users turn six-figure tax bills into five-figure refunds.
Your data stays secure, your reports are CPA-ready, and your savings are 100% yours to keep.
IRS‑compliant. Audit‑aware. Trusted by finance leaders.
Your CPA‑Ready Strategy, Built with Precision
TaxSmart AI was built in collaboration with licensed accountants, engineers, and financial experts to ensure IRS-compliant accuracy, every time.
We don’t just promise results. Our platform has already helped users turn six-figure tax bills into five-figure refunds.
Your data stays secure, your reports are CPA-ready, and your savings are 100% yours to keep.
ADVANCED TAX STRATEGIES TO SAVE THOUSANDS
Unlock hidden tax credits with AI
TaxSmart Finds Hidden Credits For You In Seconds
R&D Tax Credits: $50,000–$250,000 for eligible businesses
Energy Credits: Up to $5/sq ft for commercial buildings
Cost Segregation: Accelerated depreciation worth tens of thousands
WOTC Hiring Credits: $2,400–$9,600 per qualified employee
Discover your missed credits, in minutes.
Put this money back in your pocket with TaxSmart AI.
automate your tax strategy in minutes
Three Steps to Smarter Tax Savings
Save hours, skip the consultants, and unlock credits you didn’t know you qualified for.
TaxSmart uses intelligent automation and expert logic to do in minutes what used to take weeks.
01
Sync Your Financials
Securely connect QuickBooks or upload your financial data. No messy spreadsheets. Our system maps everything in seconds.
02
Answer A Few Smart Questions
Complete a brief, AI-guided tax strategy questionnaire designed by CPAs, grounded in IRS code. Takes less than 10 minutes.
03
Get Your CPA‑Ready Report
Receive a downloadable, fully‑compliant report with every qualified tax credit identified — ready to file or share with your accountant.
Real Clients, Real Results
setting A new standard in tax tech
We’re not just improving tax strategy.
We’re redefining it.
TaxSmart AI was born from a simple belief: businesses shouldn’t need consultants or billable hours to access the tax credits they’ve already earned. Built by founders, backed by experts, and evolving in real time with the tax code — we’re on a mission to make advanced tax planning faster, smarter, and more accessible than ever.
We know what’s possible when your tools actually work for your business — and we’re building the platform to prove it.
frequently asked questions
What Smart Founders + CPAs Ask
From setup to savings to software, here’s what to know before unlocking your smarter tax strategy.
FOUNDERS
Is this a replacement for my CPA?
Nope. TaxSmart AI helps you organize, optimize, and uncover deductions—then delivers clean reports your CPA will love. You keep the relationship. We just level it up.
Can I use this without an accountant?
Yes. But if you have one, we generate audit-ready reports they can plug right into their process.
Will this work for my business?
If you’re a small business owner, investor, or founder with at least $100K in revenue, odds are you’re overpaying. We’ve helped save six figures for creators, consultants, agencies, and real estate pros alike.
How does TaxSmart AI actually work?
We auto-sync with your QuickBooks, ask smarter intake questions, and match your answers to 50,000+ IRS codes. Then we generate a full, CPA-ready tax plan—built to save you money.
What if I have questions along the way?
Our AI assistant is available 24/7 inside your dashboard. Need a human? Our tax team is standing by.
accountants & TAX PROS
Can I use this to support my clients?
Absolutely. TaxSmart AI streamlines intake, reconciles data faster than manual review, and surfaces deductions across 50,000+ tax codes—so you can focus on higher-value strategy.
Will this replace what I do?
Not at all. It enhances it. Think of TaxSmart AI as your digital assistant—handling the grunt work so you can serve more clients, offer advisory services, and increase billables without burning out.
Can I white-label or partner with TaxSmart?
We’re currently developing partnership options for accountants and tax advisors. Join our waitlist to be the first to know.
How accurate is the AI?
TaxSmart is built using real-world logic, trained on IRS code and verified deduction patterns—plus it updates daily. You stay in control, with the tech working in the background.
Does this integrate with my current tools?
We integrate with QuickBooks and are expanding our ecosystem. If you use a different accounting system or workflow, let us know—we’re building with pros like you in mind.
this is what tax strategy should look like
Your Smartest Financial Move Starts Here
Access enterprise-level tax planning designed to boost cash flow, profitability, and peace of mind. Enter your email below to watch the demo and see how TaxSmart can transform your business.
Advanced tax strategy, automated. Built for founders, trusted by CPAs.
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Disclaimer: TaxSmart AI is an educational technology platform, not a certified public accounting firm or a substitute for professional tax advice. The information, insights, and reports generated by this software are for educational and informational purposes only and are not intended to provide tax, legal, or financial guidance. All calculations, analyses, and recommendations should be reviewed and approved by your licensed CPA or tax professional prior to being used in any tax filing or financial decision. TaxSmart AI does not guarantee eligibility for any specific credit or refund, and assumes no responsibility for the accuracy of user-submitted data or filing outcomes.
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