Keeper Tax

Overview

Keeper Tax offers a tax platform that combines AI technology with human tax professionals to assist individuals and businesses with tax preparation and filing. The platform aims to simplify complex tax situations for modern workers, freelancers, and those with various investment types.

Key Features

• AI-powered deduction tracking — The platform automatically identifies and categorizes tax-deductible expenses by securely linking to bank and credit card accounts.
• Missed opportunity analysis — AI reviews previous tax returns to uncover potential missed tax savings opportunities.
• Comprehensive return preparation — AI prepares tax returns and conducts over 300 checks to ensure all qualifying credits and deductions are claimed.
• AI tax assistant — An AI assistant provides instant tax advice based on tax law, with human experts available for complex questions.
• Dedicated tax professional guidance — Users can receive one-on-one guidance from a tax expert to understand their tax position and develop strategies.
• Expert review and signing — Every tax return is reviewed and signed by a tax professional before submission to the IRS.
• Year-round support — Experienced tax professionals provide ongoing support throughout the year.

Who It's For

Keeper Tax is designed for individuals with diverse income streams and complex tax situations, including freelancers, independent contractors, S-Corp owners, rental property investors, and those with K-1s or various investments. It caters to modern workers who may have W-2 income alongside self-employment or other business ventures.

Notable Strengths

Keeper Tax differentiates itself by integrating AI for automated deduction tracking and missed opportunity identification with the assurance of human tax professional review and support. The platform claims to have uncovered $1.2 billion in tax savings and guarantees 100% accuracy, backed by over 20,000 5-star reviews. Its focus on complex individual tax scenarios, including those with multiple income types and investments, positions it as a specialized solution beyond standard tax software.