Master Your Taxes
Multiply Your Wealth
TaxMD™ analyzes your financial situation and surfaces the tax strategies you may be missing, before planning windows close.
No credit card required · Free to start
#AVATAR 6
Real Estate Investor
TRUSTED BY INVESTORS, BUSINESS OWNERS & PROFESSIONALS
Find Your Tax Savings In 60 Seconds
Answer 3 quick questions. We'll instantly show the strategies that apply to your situation.
TaxMD™ AI
Clients' Returns Contain Opportunities, Our AI Finds Every One
Upload a client's return. TaxMD™ extracts every line, runs strategies against their situation, and walks you through implementation with citations and deadlines.
What the AI can do
In Thousands
Avg. savings found
< 90s
Time to first plan
100%
Cited to IRS code
Good to see you!
What can I help you with today?
Analyze Documents
Upload forms for data extraction & summary.
Build Your 2024 Tax Plan
Personalized tax-saving powered by AI.
Get Started with examples below:
From Free Planning To Detailed
Implementation
Four guided steps from real numbers to a fully tracked, IRS-compliant plan.
Step 1 of 4
Calculate
Calculate Your Real Tax Position
TaxMD™ ingests your return, payroll, and entity docs, then runs its own tax engine, so every recommendation starts from real numbers, not guesses.
- AI document extraction
- Federal and state engine
- Side-by-side projections
Discover Strategies That Actually Apply
Ranked, personalized strategies with savings estimates and IRS citations. Run what-if scenarios before you commit.
- Ranked by ROI
- What-if simulator
- IRS code references
Finalize Your CPA-Signed Tax Plan
Lock in the strategies that fit. Generate a signed plan with projected savings and a clear implementation roadmap.
- CPA-signed plan PDF
- Projected tax savings
- Step-by-step implementation roadmap
Implement Your Plan & Track Every Step
Every strategy becomes tasks, deadlines, and IRS-compliant documentation. From signup to first savings on a clear timeline nothing falls through the cracks.
- Implementation tracker
- Deadline reminders
- IRS-compliant vault
Know Exactly How You Win With TaxMD™
Real results, built around your situation, whether you are a taxpayer or a CPA advising clients.
AVG. TAX SAVINGS
In ThousandsFind savings you never knew existed
TaxMD™ scans your full financial picture and surfaces strategies tailored to your situation not generic advice.
- Personalized strategy ranked by savings
- Side-by-side before-and-after comparison
- Plain-English explanations, no jargon
IRS-COMPLIANT
0%Be IRS-compliant, always
Every strategy comes with IRS citations and documentation. You are covered if questions ever arise.
- IIRS-compliant documentation per strategy
- Secure document vault
- Deadline reminders so nothing slips
PLANS COMPLETED
0XMore savings year over year
TaxMD™ tracks life events and proactively updates your plan so your savings compound every year.
- Life-event triggered recommendations
- Year-over-year savings comparison
- Proactive alerts on new tax law changes
Tax Planning Customized For Your Life
Pick the financial profile that matches your situation. Our AI tailors every recommendation to your unique tax story and adapts as your life changes.
Is TaxMD™ Right For You?
Built for individuals and families who want to keep more of what they earn with or without a tax professional.
You WITHOUT a Tax Professional
Take full control of your tax strategy without paying thousands in planning fees. TaxMD™ gives you the same proactive playbook a top CPA would build guided by AI, organized in one place, and easy to act on at your own pace.
- Don't want to pay $5,000+ for tax planning
- Want your own workspace to manage strategies
- Need a clear, step-by-step implementation plan
- Want year-round access, not just at deadlines
- Want AI support when questions come up
Note: Book a call with a TaxMD™ CPA from inside your workspace anytime.
You WITH a Tax Professional
Bring your CPA into a shared workspace where planning actually happens year round. Run scenarios, compare strategies, and track implementation together so nothing falls through the cracks between filings.
- Your CPA doesn't offer proactive planning
- Your CPA charges $5,000+ for subpar delivery
- Want a clear, step-by-step implementation plan
- Don't want to wait on busy CPAs
- Want your own sandbox to run quick scenarios
Note: Invite your own professional, or book a TaxMD™ CPA from inside our workspace anytime.
You WITHOUT a Tax Professional
Take full control of your tax strategy without paying thousands in planning fees. TaxMD™ gives you the same proactive playbook a top CPA would build guided by AI, organized in one place, and easy to act on at your own pace.
- Don't want to pay $5,000+ for tax planning
- Want your own workspace to manage strategies
- Need a clear, step-by-step implementation plan
- Want year-round access, not just at deadlines
- Want AI support when questions come up
Note: Book a call with a TaxMD™ CPA from inside your workspace anytime.
You WITH a Tax Professional
Bring your CPA into a shared workspace where planning actually happens year round. Run scenarios, compare strategies, and track implementation together so nothing falls through the cracks between filings.
- Your CPA doesn't offer proactive planning
- Your CPA charges $5,000+ for subpar delivery
- Want a clear, step-by-step implementation plan
- Don't want to wait on busy CPAs
- Want your own sandbox to run quick scenarios
Note: Invite your own professional, or book a TaxMD™ CPA from inside our workspace anytime.
What You Need to Get Started
Either path, same simple setup
Your most recent tax return (Form 1040)
Option, speeds setup with OCR autofill
Your latest paycheck
Optional
Quick questions about your situation
Required
Nothing else
No software downloads, no spreadsheets
