Built for how you file
Whether you're a freelancer with a side hustle or a CPA managing 500 clients, Taxation.ai adapts to your workflow.
Freelancers & Self-Employed
Maximize deductions. Minimize headaches.
Track business expenses, estimate quarterly payments, and discover deductions you didn't know existed. AI scans your income streams and flags every write-off — from home office to mileage.
For: Freelancers, contractors, gig workers, sole proprietors
Key Benefits
- Auto-categorize income from multiple 1099s
- Quarterly estimated tax calculator
- Schedule C deduction discovery (500+ deductions)
- Home office, vehicle, and equipment depreciation
- Self-employment tax optimization
Small Business Owners
Business taxes without the accountant bill.
From LLCs to S-Corps, handle payroll taxes, business deductions, and multi-state compliance. Upload your books and let AI prepare everything — you just review and file.
For: LLC owners, S-Corp shareholders, partnerships
Key Benefits
- Business entity tax optimization (LLC vs S-Corp)
- Payroll tax integration and W-2 generation
- Multi-state filing for businesses operating across states
- Asset depreciation schedules (Section 179, bonus)
- Quarterly and annual compliance calendar
Crypto & Stock Investors
Every trade. Every chain. One tax report.
Connect exchanges via API or upload CSVs. Our engine calculates cost basis using FIFO, LIFO, or HIFO — across Coinbase, Binance, Robinhood, and 100+ platforms. Full DAC8 and IRS compliance.
For: Crypto traders, stock investors, DeFi users, NFT creators
Key Benefits
- Auto-sync from 100+ exchanges via API
- FIFO, LIFO, HIFO cost basis methods
- Wash sale detection for stocks
- DeFi, staking, and airdrop income classification
- IRS Form 8949 and Schedule D generation
Expats & International Filers
Two countries. One tax solution.
Navigate double taxation treaties, foreign earned income exclusion, and FBAR/FATCA reporting. Supports US, UK, Germany, France, and Netherlands with treaty-aware calculations.
For: US expats, digital nomads, international workers, dual citizens
Key Benefits
- Foreign Earned Income Exclusion (FEIE) calculator
- 23 bilateral tax treaty engine
- FBAR and FATCA compliance checks
- Progressionsvorbehalt for German filers
- Multi-currency income conversion
Tax Professionals & CPAs
Serve more clients. Do less grunt work.
Manage your entire practice — client CRM, document requests, return preparation, review workflows, and e-filing — from one dashboard. AI handles data entry so you focus on advisory.
For: CPAs, enrolled agents, tax preparers, accounting firms
Key Benefits
- Client portal with branded document requests
- AI-powered document extraction and auto-fill
- Multi-preparer review and approval workflows
- Batch e-filing with compliance pre-flight checks
- Practice analytics — revenue, turnaround, capacity
Real Estate Investors
Rental income, depreciation, 1031 — handled.
Track rental properties, calculate depreciation schedules, model 1031 exchange scenarios, and generate Schedule E. AI flags passive activity rules and at-risk limitations.
For: Landlords, property investors, REITs, house flippers
Key Benefits
- Per-property income and expense tracking
- MACRS depreciation schedules
- 1031 exchange scenario modeling
- Passive activity loss limitation checks
- Schedule E and Form 4562 generation
High-Net-Worth Individuals
Complex returns. Simple workflow.
K-1s from partnerships, trusts, and estates. Stock options, AMT calculations, charitable remainder trusts. AI handles the complexity — you review a clean summary.
For: Executives, investors, trust beneficiaries, estate planners
Key Benefits
- K-1 import and reconciliation from multiple entities
- Alternative Minimum Tax (AMT) calculation
- Stock option (ISO/NSO) tax modeling
- Charitable giving optimization (DAFs, CRTs)
- Estate and gift tax planning tools
Families & Households
File together. Save more.
Joint vs. married filing separately comparison, child tax credits, education credits, dependent care — AI models every scenario to find the optimal filing strategy for your family.
For: Married couples, parents, caregivers, students
Key Benefits
- Filing status optimizer (joint vs. separate)
- Child Tax Credit and EITC maximization
- Education credits (AOTC, LLC) and 529 planning
- Dependent care and adoption credit calculations
- What-if scenarios for major life events
Don't see your situation?
Taxation.ai handles everything from simple W-2 returns to multi-entity international filings. Start free and see for yourself.