AI-powered tax optimization for Sole Proprietors & LLCs

Stop leaving money
on the IRS's table.

AI Tax CPA finds every deduction you're missing, calculates your quarterly estimates, and prepares your Schedule C — so you keep more of what you earn.

View pricing
No credit card required
Free forever plan
IRS-compliant documentation

$12,400

Avg. deductions found per user

35+

IRS Schedule C categories

60+

Deduction strategies

100%

IRS-compliant documentation

Everything a sole proprietor needs

From document upload to filing-ready returns — all in one platform.

Smart Tax Intake

Upload any tax document — W-2, 1099, receipts, bank statements. AI extracts every number automatically.

Deduction Optimizer

AI scans your entire financial picture and surfaces every legal deduction you're missing, ranked by dollar impact.

Year-Round Deduction Tracker

Log every deductible expense as it happens. 35 IRS Schedule C categories with auto-filled IRS codes.

Quarterly Estimates (1040-ES)

Never get hit with underpayment penalties. Auto-calculated quarterly estimates based on your real income.

AI Tax CPA Chat

Ask any tax question and get answers grounded in your actual financial data — not generic advice.

Rapid Filing Wizard

7-step guided wizard walks you through Schedule C, SE tax, and Form 1040 — ready to hand to your CPA.

AI Receipt Generator

Turn bank draft descriptions into IRS-compliant receipts. Bulk import from CSV. Auto-add to deductions.

Multi-Business Support

Manage multiple LLCs, S-Corps, or sole proprietorships from one dashboard. Each entity tracked separately.

Advanced Deduction Strategies

60+ legal strategies to
minimize your tax bill

Our AI knows every IRS-approved strategy for sole proprietors and LLC owners. It analyzes your specific situation and tells you exactly which ones apply — with dollar estimates and step-by-step implementation guides.

Augusta Rule (14-day home rental)
Hire your children (up to $14,600 tax-free)
Section 179 equipment deduction
SEP-IRA (up to $69,000/year)
Solo 401(k) contributions
Home office deduction (simplified & actual)
Vehicle actual expense method
Health insurance self-employed deduction
QBI deduction (Section 199A, 20%)
Business travel & meals
Professional subscriptions & software
Bonus depreciation (60% 2024)

Trusted by independent business owners

"I found $8,400 in deductions I was completely missing. The AI literally pays for itself in the first week."

Sarah K.

Freelance Designer

"Managing three LLCs used to mean three spreadsheets and a very stressed accountant. Now it's one dashboard."

Marcus T.

LLC Owner, 3 businesses

"The quarterly estimate calculator alone saved me from a $3,200 underpayment penalty. Worth every penny."

Priya N.

Consultant

Simple, transparent pricing

Start free. Upgrade when you need more.

Free

$0/forever

Perfect for a single freelancer or sole proprietor just getting started.

  • 1 business entity
  • Income & expense tracking
  • Deduction Tracker (35 categories)
  • Mileage Log
  • Form 1040-ES estimates
  • AI Tax CPA Chat
  • Export to CSV
Most Popular

Pro

$19/per month

For growing businesses that need advanced AI tools and multi-entity support.

  • Up to 3 business entities
  • Everything in Free
  • Smart Tax Intake (AI document parsing)
  • Deduction Optimizer
  • AI Receipt Generator
  • QuickBooks CSV/QBO sync
  • 1099s Issued tracker
  • Home Office Calculator
  • Filing Wizard
  • Payment History & PDF receipts
  • Export to PDF & CSV

Agency

$49/per month

For tax professionals and agencies managing multiple clients.

  • Unlimited business entities
  • Everything in Pro
  • White-label ready
  • Priority AI processing
  • Advanced deduction strategies
  • Audit-proof documentation
  • Dedicated support

Bank-grade security

256-bit encryption. Your data never leaves our secure servers.

IRS-compliant

Every document and receipt meets IRS substantiation requirements.

Audit-proof records

Contemporaneous logs, receipt attachments, and mileage documentation.

Ready to keep more of your money?

Join thousands of sole proprietors and LLC owners who use AI Tax CPA to maximize their deductions and file with confidence.