Keeper Tax

What is Keeper Tax?

Keeper Tax is a comprehensive tax software platform that leverages artificial intelligence to automatically identify tax-deductible expenses by connecting to users' bank accounts and credit cards. It supports complex tax situations including self-employment, small business, rental properties, and more. The platform combines AI-driven expense tracking with expert-reviewed tax filing services, providing users with personalized tax guidance, audit protection, and a maximum refund guarantee. Keeper Tax is accessible via web and mobile apps, making tax management seamless year-round.

Key Features

• AI-Powered Deduction Detection

  Automatically scans linked financial accounts to identify and categorize deductible expenses, helping users uncover savings they might miss manually.

• Comprehensive Tax Filing

  Supports federal and state filings, including complex individual returns with K-1s, AMT, rental income, and basic corporate filings like S Corps and partnerships.

• Expert Review and Support

  All tax returns are reviewed and signed by experienced tax professionals, with premium plans offering direct access to dedicated tax experts.

• Year-Round Expense Tracking

  Tracks and categorizes expenses throughout the year to simplify tax preparation and quarterly estimated tax calculations.

• Audit Protection and Resolution

  Provides audit support and resolution assistance to give users confidence and peace of mind.

• Mobile and Web Access

  Available on iOS, Android, and web platforms for convenient tax management anytime, anywhere.

Use Cases

• Freelancers and Independent Contractors : Automatically track business expenses and maximize deductions to reduce tax liability and simplify filing.
• Small Business Owners : Manage complex tax situations including quarterly payments, business deductions, and corporate filings with expert support.
• Self-Employed Professionals : Benefit from AI-driven expense tracking and tax filing assistance tailored to self-employment income and deductions.
• Tax Planning and Audit Support : Use year-round tracking and expert guidance to plan taxes effectively and receive help during audits.
• Users Seeking Simplified Tax Filing : Individuals who want an intuitive, AI-backed platform to handle their taxes with professional review and maximum refund assurance.

FAQs