Deduction
Deduction focuses on AI assisted U.S. tax preparation, filing, and year round advice for individuals who want fast answers without losing the reassurance of human CPAs. At its core is Taylor, CPAI, an AI tax assistant that drafts returns, finds deductions, and answers questions, while licensed CPAs verify the work and file with the IRS. The service targets people who have outgrown basic DIY tax software, offering conversational support by email, chat, or phone instead of long questionnaires and clunky forms.
Make a decision about Deduction
- Already use it? Add Deduction to Stack Autopsy — check cost, overlap and safe cancellations.
- Thinking about buying it? Ask AI Advisor — compare fit, alternatives and trade-offs.
- Want to leave it? Find a replacement — see feature losses and migration risks.
Pricing
- Free usage: New visitors can ask Taylor, CPAI tax questions and explore the experience at no cost until they choose to file.
Features
- Taylor, CPAI tax assistant: An AI agent trained on U.S. tax law that answers tax questions in plain English, runs “what if” scenarios, and prepares returns for CPA review.
- Hybrid AI plus CPA workflow: Taylor, CPAI organizes documents, analyzes your situation, and produces IRS ready forms, which are then checked and signed off by licensed CPAs before filing.
- Proactive, year round planning: The system supports questions any time of year on topics like retirement contributions, stock options, startup equity, and estimated payments, not just April crunch time.
- Complex tax scenario support: Designed for RSUs, ISOs, NSOs, crypto trades, rental properties, K 1s, and multi state filing that often break standard consumer tax tools.
- Secure document Vault: A personal Vault stores tax documents with bank grade, IRS recommended encryption, with selective document fetching plus simple uploads and email forwarding.
- 100% accuracy guarantee: If a mistake caused by Deduction results in interest or penalties, the firm covers those costs, subject to its terms.
Use cases
- Tech and startup employees: Using it to handle ISOs, NSOs, RSUs, and liquidity events without guesswork on timing and withholding.
- High earning professionals and freelancers: Relying on it for strategic deductions, entity questions, and quarterly estimate planning.
- Investors and active traders: Turning to Taylor, CPAI for guidance on capital gains, tax loss harvesting, and crypto tax treatment.
- Landlords and side hustle owners: Getting help with rental schedules, depreciation, and mixing W 2, 1099, and platform income.
- Uncommon Use Cases: Utilized by early retirees planning Roth conversions and multi year bracket management; Adopted by online creators juggling sponsorships, royalties, and platform payouts who need clearer quarterly tax guidance.