AI Tax Optimization

Every deduction found. Every dollar defended.

We scan your financial data for the deductions you’ve missed, tune your estimated payments, defend your returns, and handle the IRS letters so you don’t have to.

Join WaitlistSee How It Works
Deduction ScannerAudit DefenseIRS CorrespondenceEstimated Payments
◆ Deduction Optimization
◆ Audit Defense Letters
◆ IRS Notice Response
◆ Quarterly Estimates
◆ Powered by Abundera

Features

Tax advocacy, not just filing

🔍

Deduction Scanner

We read your transactions, receipts and financial history and find the deductions you qualify for. Industry-specific rules, home office, mileage, and the ones people forget.

🛡

Audit Defense

If the IRS comes knocking, we put together the documentation, the response letters and the evidence package. It’s organised, cited, and ready to send.

📨

IRS Correspondence

We draft the response to IRS notices, CP letters and collection mail, cite the IRC sections that apply, and attach what backs them up.

📈

Tax Planning

Quarterly estimated payment optimization, year-end tax planning, Roth conversion analysis, and capital gains harvesting strategies based on your actual financial data.

Pricing

Keep more of what you earn

Monitoring, deduction scanning and audit defence all year, not just in filing season.

Personal

$12/mo

Billed annually at $139/yr

  • Deduction scanner
  • IRS notice monitoring
  • Tax document organizer
  • Estimated tax calculator
  • Filing reminders
  • Email support
Join Waitlist
Most Popular

Self-Employed

$24/mo

Billed annually at $289/yr

  • Everything in Personal
  • Business expense categorization
  • Quarterly tax estimates
  • 1099 tracking
  • Home office deduction optimizer
  • Mileage tracking integration
  • Priority support
Join Waitlist

Business

$41/mo

Billed annually at $489/yr

  • Everything in Self-Employed
  • Multi-entity support
  • Payroll tax optimization
  • R&D credit identification
  • Audit defense package
  • State tax nexus analysis
  • Dedicated support
Join Waitlist

FAQ

Common questions

Does this replace my tax preparer?
No, it works alongside them. We find deductions a preparer might miss and handle the IRS correspondence, and when something’s complicated we produce the documentation your CPA needs to make the call.
How does the deduction scanner work?
It reads your linked accounts, sorts the transactions, and matches them against the IRS rules for your filing status, occupation and state. It’s the unreimbursed business expenses, medical deductions and charitable contributions that people usually miss.
Can it actually respond to the IRS?
Yes. We draft the response in the format the notice asks for, cite the IRC sections that apply, and send it through Abundera Letters as certified mail with the supporting documents attached, so there’s a delivery record.
Is my tax data secure?
Yes. AES-256 encryption, per-user keys, isolated data shards. We don’t share your tax data with third parties, and it meets the IRS Publication 4557 standard.

Stop overpaying the IRS.

We’ll find the deductions, tune the payments, and defend the return.

Join the Waitlist