KeeperTax

KeeperTax is a comprehensive, AI-driven tax solution built specifically for the modern independent workforce, including freelancers, gig economy workers, and content creators. It addresses the primary challenge faced by self-employed individuals: navigating the complexities of tax filing and maximizing deductions. By blending sophisticated AI and machine learning with the oversight of professional tax experts, KeeperTax provides a seamless, accurate, and confidence-inspiring tax experience from year-round bookkeeping to final e-filing.

How to use KeeperTax

Getting started with KeeperTax is a straightforward process designed to save you time and stress:

1. Sign Up and Connect Accounts: Create your account and securely link your financial accounts, such as bank accounts and credit cards.
2. Automatic Deduction Discovery: KeeperTax's AI gets to work immediately, scanning your transactions 24/7 to identify potential business expenses and tax write-offs.
3. Review and Categorize: You can easily review the suggested deductions through the app or website. The platform allows you to categorize expenses, add notes, and upload receipt photos for impeccable record-keeping.
4. Get Expert Answers: If you're unsure about an expense, you can use the "Is this deductible?" feature to get personalized answers from tax experts.
5. Effortless Tax Filing: When tax season arrives, KeeperTax compiles all your tracked deductions and income information into a complete tax return.
6. Professional Review and Filing: Before submission, a dedicated tax professional reviews and signs your entire return to ensure accuracy and compliance. They then e-file it with the IRS and your state on your behalf.

Core Features of KeeperTax

• AI-Powered Deduction Tracking: Automatically identifies and categorizes business expenses from your linked accounts, supporting over 300 types of credits and deductions.
• Expert Tax Pro Review: Every single tax return is reviewed, signed, and filed by a qualified tax professional, providing ultimate peace of mind.
• Comprehensive Filing Services: Includes both Federal and State e-filing, with support for complex situations like K-1s, rental properties, stock & crypto investments, and foreign income.
• Quarterly Tax Management: Calculates your estimated quarterly tax payments and helps you file them on time to avoid underpayment penalties.
• Audit Protection and Resolution: All plans include audit protection, with premium plans offering advanced audit resolution support.
• Max Refund Guarantee: The platform is designed to find every possible deduction to maximize your tax refund.
• Receipt and Document Storage: Securely upload and store photos of receipts and other important tax documents directly in the app.
• Smart Split™ Deductions: Intelligently helps you split expenses that have both business and personal use components.

Use Cases for KeeperTax

KeeperTax is ideal for a wide range of self-employed professionals:

• Freelancers and Consultants: A freelance graphic designer can automatically track and deduct software subscriptions, home office expenses, marketing costs, and client-related travel.
• Gig Economy Workers: A rideshare or food delivery driver can effortlessly deduct mileage, vehicle maintenance, phone bills, and other essential operating costs.
• Content Creators: YouTubers, bloggers, and influencers can deduct expenses for camera gear, editing software, studio space, and travel for content creation.
• Small Business Owners: Sole proprietors can manage all their Schedule C deductions, calculate quarterly taxes, and access add-on services like business formation as their enterprise grows.

Advantages of KeeperTax

The key advantage of KeeperTax is its specialized, all-in-one approach. It automates the most tedious part of being self-employed—bookkeeping and tax prep—while ensuring professional-level accuracy. Users save significant time, reduce the risk of costly errors, and gain confidence knowing their taxes are handled correctly. On average, users uncover an additional $1,249 in tax write-offs, making the service a valuable investment.

Pricing and Plans

KeeperTax offers clear, flexible pricing tailored to different needs:

• Just Filing ($99/yr): Ideal for those who have their deductions organized. Includes Federal & State e-filing, audit protection, max refund guarantee, and review & signature by a tax pro.
• Filing + Deductions ($199/yr): The most popular plan. Includes everything in 'Just Filing' plus automatic deduction tracking, connection for up to 10 financial accounts, and receipt photo uploads.
• Premium ($399/yr): For complex tax situations. Includes all previous features plus support for K-1s, rental properties, AMT, multi-state returns, and audit resolution support.

Add-on Services: KeeperTax also offers specialized services like S-Corp & Partnership filing (starting at $750), Business Formation ($350), 1:1 calls with an accountant ($175/hr), and business bookkeeping ($175/hr).