AlphaTax is an AI-powered tax planning platform that helps freelancers and business owners maximize deductions and minimize tax liability year-round—not just during filing season.
Unlike traditional tax software that only activates once a year, AlphaTax works continuously to identify savings opportunities, track expenses, and optimize your tax strategy in real-time. Our AI engine surfaces personalized recommendations with exact dollar amounts you could save.
Meet Alex, Your AI Tax Assistant
Get instant answers to complex tax questions 24/7. Alex understands self-employment taxes—from home office deductions to retirement strategies—and provides guidance tailored to your specific situation.
Key Features
- Smart Expense Tracking – Categorize expenses across 20+ IRS-compliant categories with receipt scanning and annotation.
- Mileage Optimization – Compare standard vs. actual vehicle expense methods to maximize your deduction.
- Home Office Calculator – Compare simplified ($5/sq ft) vs. actual expense methods instantly.
- Quarterly Estimate Planning – Real-time calculations that update as your income changes, avoiding underpayment penalties.
- Retirement Tax Strategies – Model SEP-IRA, Solo 401(k), and Roth contributions to see tax impact.
- Personalized AI Strategies – Actionable recommendations showing potential savings in dollars.
- Tax Dashboard – Visualize your tax position, upcoming deadlines, and opportunities in one interface.
Who It's For
Built for self-employed professionals, freelancers, consultants, contractors, content creators and businesses.
Pricing
One plan. $99/year. All features included. Start with a 7-day free trial.
AlphaTax complements your existing filing solution. Plan smarter year-round, then export your organized data when it's time to file.
