# TaxApp - Ai Tax Assistant — AI Tax + Human Expertise > AI-powered tax preparation and business bookkeeping for freelancers and small businesses. (iPhone/iPad app by Djilali Naar.) - Source: https://appshunter.io/ios/app/taxapp-ai-tax-assistant/id6613123841 (this page in markdown: same URL + `.md`) - Developer: [Djilali Naar](https://appshunter.io/developer/1686999103) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 5 App Store ratings · 1 written reviews indexed - Age rating: 17+ - Requires: iOS 15.6 · 64 MB - Languages: American English - Released: 2024-09-05 - Data updated: 2026-07-09 - Monetization: ad-supported - User reviews in markdown: https://appshunter.io/ios/app/taxapp-ai-tax-assistant/id6613123841/reviews.md ## What is TaxApp? TaxApp — AI-Powered Tax & Ai Bookkeeper TaxApp is an all-in-one tax preparation and business bookkeeping platform designed for freelancers, self-employed individuals, and small business owners. It combines AI-driven automation with professional-grade tools to make tax season stress-free year-round. Key Features: AI Bookkeeper — Automatic transaction categorization using a multi-layer engine (rules → vendor memory → keyword matching → AI), with CSV import, receipt scanning, and bank statement analysis Bank Reconciliation — Match transactions to bank statements period-by-period, add adjustments, and lock finalized periods Quarterly Tax Estimates — Real-time estimates using 2024 federal brackets, SE tax calculation, safe harbor logic, and a weekly set-aside calculator Audit Shield — Documentation risk scoring across 6 key IRS audit triggers with plain-language action items Tax Pro Marketplace — Connect with CPAs and enrolled agents for professional review and filing assistance Financial Reports — P&L, balance sheet, Schedule C, cash flow, and multi-year comparisons Personal Tax Center — W-2, 1099, deductions, credits, digital assets, and state filing support Smart Tools — AI deduction finder, capital gains calculator, quarterly tax calculator, and more Built for non-accountants. Trusted by tax professionals. TaxApp — AI Tax Assistant DISCLOSURE TaxApp is NOT affiliated with the IRS, U.S. Treasury, or any government entity. Educational tools only — not a substitute for licensed tax advice. TaxApp helps freelancers, self-employed individuals, and small business owners track, organize, and estimate their taxes year-round — powered by AI, built in plain language. TaxApp does NOT file tax returns with the IRS or any government agency. TaxApp is NOT affiliated with, endorsed by, or representing the IRS, U.S. Treasury, or any federal, state, or local government entity. This is a private software product operated by Omar Financial (omarfinancial.com). All information is for educational and organizational purposes only and does not constitute legal or professional tax advice. FEATURES Bookkeeper — AI transaction categorization, bank reconciliation, receipt scanning, CSV import, duplicate detection. Reports — Profit & Loss, Balance Sheet, Schedule C, Cash Flow, Multi-Year Comparisons, PDF/CSV export. Tax Tools — Quarterly estimator, refund estimator, capital gains calculator, SE tax calculator, W-4 analyzer, audit risk analyzer. AI Tools — Deduction finder, scenario planner, smart insights. Tax Pro Marketplace — Connect with CPAs & Enrolled Agents. Individuals/Self-Employed/Business Tools — Multi-business profiles, industry templates, chart of accounts. Security — SMS 2FA, encrypted storage, no SSN or bank credentials required, full data export & deletion. OFFICIAL GOVERNMENT TAX SOURCES All tax rates, brackets, rules, and deadlines referenced in this app are sourced from official U.S. government publications: • IRS Official Website: https://www.irs.gov • IRS Tax Brackets & Inflation Adjustments: https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2025 • IRS Forms & Publications: https://www.irs.gov/forms-instructions • IRS Estimated Taxes Guide: https://www.irs.gov/businesses/small-businesses-self-employed/estimated-taxes • IRS Self-Employment Tax: https://www.irs.gov/businesses/small-businesses-self-employed/self-employment-tax-social-security-and-medicare-taxes • IRS Schedule C Instructions: https://www.irs.gov/instructions/i1040sc • IRS Free File: https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free • USA.gov Tax Information: https://www.usa.gov/taxes DISCLOSURE TaxApp is NOT affiliated with the IRS, U.S. Treasury, or any government entity. Educational tools only — not a substitute for licensed tax advice. Developed by Omar Financial · 14 Summer St, Suite 202, Malden MA 02148 ## Key features - AI Bookkeeper with automatic transaction categorization - Quarterly tax estimates and set-aside calculator - Audit Shield for documentation risk scoring - Connect with CPAs and enrolled agents - Financial reporting (P&L, Balance Sheet, Schedule C) - AI deduction finder and smart insights ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/taxapp-ai-tax-assistant/id6613123841/reviews.md ### 5/5 — TaxApp Ai *2026-03-14* Great job ## Frequently asked questions about TaxApp ### Does TaxApp have ads? Yes, TaxApp contains advertisements. As a free application, it utilizes ads to support its services. ### What is the pricing for TaxApp? TaxApp is available for free. There are no direct costs to download or use the core features of the application. ### What devices does TaxApp support? TaxApp is available on iPhone, iPad, and iPod. It is designed for iOS devices. ### How often is TaxApp updated? The latest version of TaxApp is 1.1.6, last updated on March 14, 2026. Updates typically occur to improve features and address bugs. ### What is the age rating for TaxApp? TaxApp has an age rating of 17+. This is due to the complex financial and tax-related content it handles. ### Can I connect my bank accounts to TaxApp? Yes, TaxApp supports bank statement analysis and CSV import for transaction categorization. It does not require SSN or bank credentials for security. ### Does TaxApp file taxes with the IRS? No, TaxApp does not file tax returns with the IRS or any government agency. It provides tools for tax preparation and estimation only. ### What kind of financial reports does TaxApp offer? TaxApp provides Profit & Loss statements, Balance Sheets, Schedule C reports, cash flow analysis, and multi-year comparisons. ## Version history (last 3 releases) ### 1.1.6 — 2026-03-14 TaxApp — AI-Powered Tax Assistant Key Features: AI Bookkeeper — Automatic transaction categorization using a multi-layer engine (rules → vendor memory → keyword matching → AI), with CSV import, receipt scanning, and bank statement analysis Bank Reconciliation — Match transactions to bank statements period-by-period, add adjustments, and lock finalized periods Quarterly Tax Estimates — Real-time estimates using 2024 federal brackets, SE tax calculation, safe harbor logic, and a weekly set-aside calculator Audit Shield — Documentation risk scoring across 6 key IRS audit triggers with plain-language action items Tax Pro Marketplace — Connect with CPAs and enrolled agents for professional review and filing assistance Financial Reports — P&L, balance sheet, Schedule C, cash flow, and multi-year comparisons Personal Tax Center — W-2, 1099, deductions, credits, digital assets, and state filing support Smart Tools — AI deduction finder, capital gains calculator, quarterly tax calculator, and more Built for non-accountants. Trusted by tax professionals. ### 1.0.7 — 2025-02-19 2025 Release ### 1.0.4 — 2024-09-06 No release notes. ## More apps by Djilali Naar - [Omar Financial](https://appshunter.io/ios/app/omar-financial/id6448930450) All apps by Djilali Naar: https://appshunter.io/developer/1686999103 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-09.*