TaxApp - Ai Tax Assistant

TaxApp — AI-Powered Tax & Ai Bookkeeper

TaxApp is an all-in-one tax preparation and business bookkeeping platform designed for freelancers, self-employed individuals, and small business owners. It combines AI-driven automation with professional-grade tools to make tax season stress-free year-round.

Key Features:

AI Bookkeeper — Automatic transaction categorization using a multi-layer engine (rules → vendor memory → keyword matching → AI), with CSV import, receipt scanning, and bank statement analysis
Bank Reconciliation — Match transactions to bank statements period-by-period, add adjustments, and lock finalized periods
Quarterly Tax Estimates — Real-time estimates using 2024 federal brackets, SE tax calculation, safe harbor logic, and a weekly set-aside calculator
Audit Shield — Documentation risk scoring across 6 key IRS audit triggers with plain-language action items
Tax Pro Marketplace — Connect with CPAs and enrolled agents for professional review and filing assistance
Financial Reports — P&L, balance sheet, Schedule C, cash flow, and multi-year comparisons
Personal Tax Center — W-2, 1099, deductions, credits, digital assets, and state filing support
Smart Tools — AI deduction finder, capital gains calculator, quarterly tax calculator, and more
Built for non-accountants. Trusted by tax professionals.

TaxApp — AI Tax Assistant

DISCLOSURE

TaxApp is NOT affiliated with the IRS, U.S. Treasury, or any government entity. Educational tools only — not a substitute for licensed tax advice.

TaxApp helps freelancers, self-employed individuals, and small business owners track, organize, and estimate their taxes year-round — powered by AI, built in plain language.

TaxApp does NOT file tax returns with the IRS or any government agency. TaxApp is NOT affiliated with, endorsed by, or representing the IRS, U.S. Treasury, or any federal, state, or local government entity.

This is a private software product operated by Omar Financial (omarfinancial.com). All information is for educational and organizational purposes only and does not constitute legal or professional tax advice.

FEATURES

Bookkeeper — AI transaction categorization, bank reconciliation, receipt scanning, CSV import, duplicate detection.

Reports — Profit & Loss, Balance Sheet, Schedule C, Cash Flow, Multi-Year Comparisons, PDF/CSV export.

Tax Tools — Quarterly estimator, refund estimator, capital gains calculator, SE tax calculator, W-4 analyzer, audit risk analyzer.

AI Tools — Deduction finder, scenario planner, smart insights.

Tax Pro Marketplace — Connect with CPAs & Enrolled Agents.

Individuals/Self-Employed/Business Tools — Multi-business profiles, industry templates, chart of accounts.

Security — SMS 2FA, encrypted storage, no SSN or bank credentials required, full data export & deletion.

OFFICIAL GOVERNMENT TAX SOURCES

All tax rates, brackets, rules, and deadlines referenced in this app are sourced from official U.S. government publications:

• IRS Official Website: https://www.irs.gov
• IRS Tax Brackets & Inflation Adjustments: https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2025
• IRS Forms & Publications: https://www.irs.gov/forms-instructions
• IRS Estimated Taxes Guide: https://www.irs.gov/businesses/small-businesses-self-employed/estimated-taxes
• IRS Self-Employment Tax: https://www.irs.gov/businesses/small-businesses-self-employed/self-employment-tax-social-security-and-medicare-taxes
• IRS Schedule C Instructions: https://www.irs.gov/instructions/i1040sc
• IRS Free File: https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free
• USA.gov Tax Information: https://www.usa.gov/taxes

DISCLOSURE

TaxApp is NOT affiliated with the IRS, U.S. Treasury, or any government entity. Educational tools only — not a substitute for licensed tax advice.

Developed by Omar Financial · 14 Summer St, Suite 202, Malden MA 02148