Everything you need to file, plan, and save in one place. Built for high-income professionals with complex tax situations.
Four simple steps to a stress-free tax experience
Securely upload or connect accounts. AI automatically reads, categorizes, and organizes everything — no manual cleanup.
Ask questions anytime. AI understands your documents, returns, and plans — so answers are always contextual.
Get matched with a dedicated CPA who understands your income, equity, and goals. One expert, year-round.
File directly with the IRS through our secure, authorized e-file system. Track your return status in real-time.
Our AI understands your documents, past returns, and financial situation. Ask questions in plain English and get instant, contextual answers.
What deductions can I claim for my home office?
Based on your W-2 from TechCorp and your uploaded utility bills, you qualify for the simplified home office deduction. Since your dedicated workspace is 150 sq ft, you can claim $750 ($5 × 150 sq ft). I also found receipts for office furniture totaling $1,200 that may be deductible.
See what our clients say about TaxFlow AI
"TaxFlow transformed how I handle my taxes. The AI chat feature saved me hours of searching through documents."
Sarah M.
Tech Executive
"Finally, a tax platform that understands RSUs, ISOs, and complex equity comp. My CPA is always just a message away."
James K.
Startup Founder
"Managing K-1s and rental income used to be a nightmare. TaxFlow's document AI categorizes everything automatically."
Michelle R.
Real Estate Investor