Agents/AI Tax Prep Assistant
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AI Tax Prep Assistant

Tax season without the panic.

Organizes your deductions, generates expense summaries by category, and prepares checklists for your accountant. Saves hours and ensures you never miss a deduction.

$29/month
2 free runsCancel anytime
You approve every actionFull audit logKill switch on every agentYour data never trains AI

How It Works

1

Connect Your Accounts

Link your Google Sheets or upload financial data. The agent organizes everything automatically.

2

Configure Reports

Choose what you want to track — cash flow, expenses, deductions, or forecasts.

3

Agent Analyzes Your Data

Get weekly reports, alerts for overdue invoices, and tax prep checklists delivered to your inbox.

4

Take Action

Use the insights to make smarter decisions. The agent flags issues before they become problems.

Real Automation, Not Just Text

Connect your Gmail and Google Sheets to unlock real actions — no API keys needed, just sign in with Google.

Send EmailsCreate DraftsRead InboxUpdate Sheets

What You Get

Deduction finder by business type
Expense categorization summaries
Quarterly tax reminders
Accountant-ready checklists
Year-over-year comparisons

Sample Outputs

Real examples of what this agent produces every day.

tax checklistTax Prep Checklist
**2025 Tax Preparation Checklist**

**Documents to Gather:**
- [ ] Profit & Loss statement (Jan-Dec 2025)
- [ ] All 1099-NEC forms
- [ ] Bank statements (all business accounts)
- [ ] Receipt records for deductions over $75
- [ ] Vehicle mileage log

**Commonly Missed Deductions:**
- Software subscriptions: ~$3,200
- Professional development: ~$1,800
- Business meals (50%): ~$2,400
- Home office deduction: ~$1,500

**Estimated Tax Savings:** $2,025

Customer Reviews

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Frequently Asked Questions

What does this agent do?

Organizes your deductions, generates expense summaries by category, and prepares checklists for your accountant. Saves hours and ensures you never miss a deduction.

Does it connect to my tools?

Yes! Connect Gmail and Google Sheets for real automation — or use it standalone for AI-generated content.

Can I cancel anytime?

Absolutely. No contracts, cancel from your dashboard whenever you want.

Cancel Anytime

No contracts. Pause or cancel from your dashboard.

Real Automation

Connects to your email and spreadsheets for real actions.

Daily Outputs

Your agent runs automatically every day.

Ready to automate with AI Tax Prep Assistant?

Start free with 2 runs or subscribe for unlimited daily automation at $29/month.