Tax AI - Bookkeeping For Taxes
IRS Filing Prep Accounting App
About
Automate tax preparation and bookkeeping for small businesses and freelancers. Import bank statements to let AI categorize transactions, track expenses, and identify potential deductions for easier tax filing.
What's New in Tax AI
3.4
November 8, 2026
Performance & efficiency improved
Subscriptions & In-App Purchases
Monthly Subscription
Unlimited bank statement imports for 1 month
Developer apps
FAQ
What is Tax AI?
Tax AI is an AI-powered application designed to simplify tax preparation and bookkeeping for US small businesses and self-employed individuals. It automates the process of categorizing transactions and identifying potential deductions by analyzing imported bank statements.
How does Tax AI help with tax filing?
Tax AI organizes your business income, deductible expenses, and profit information, making it easier to prepare for IRS tax filing. It helps compile the financial data needed for forms like Schedule C and individual income tax returns.
What types of income does Tax AI support?
Tax AI is useful for organizing financial information related to 1099-NEC, 1099-K, and 1099-MISC income, as well as general self-employment and small business income. It helps track and reconcile these various income streams.
Can Tax AI find tax deductions?
Yes, Tax AI is designed to identify potential tax-deductible business expenses by analyzing your transactions. This helps you keep track of potential write-offs to reduce your tax liability.
What devices does Tax AI support?
Tax AI is available for iPhone, iPad, and iPod. The subscription version also offers cloud sync and backup across devices.
What is the cost of Tax AI?
The base version of Tax AI is free. Subscription plans are available for advanced features, including a monthly subscription for $12.99 and a yearly subscription for $99.99.
How often is Tax AI updated?
Tax AI was last updated on 2026-11-08 with version 3.4. Regular updates ensure the app remains current with tax regulations and features.
Is Tax AI suitable for accountants?
Tax AI helps organize financial information that you may need when working with your CPA, accountant, or tax professional. It prepares organized financial records to streamline collaboration.
