TaxBase

Built for tax professionals

The AI Tax Assistant for CPAs, EAs, and Tax Firms

Upload a return and surface risks in seconds. Draft client emails, generate organizers, run multi-year projections, research thorny issues, and produce clean reports, all from one AI workspace built around how tax pros actually work.

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tax pros onboard
6,000+
questions answered
500,000+
starting price
$29/mo
Form 1040✕Schedule C✕Schedule K-1✕Form 1120-S✕Form 1065✕QBI §199A✕State apportionment✕IRS notices✕Form 8829✕Estimated payments✕

The workspace

One workspace for every tax workflow

Ask in plain English. TaxBase reads the return, reasons through the rules, and returns work you can actually send to a client.

Prompt 01Review

“Review this Schedule C for missing deductions and audit-risk flags.”

Answered in 4s · sources cited
Prompt 02Verify

“Confirm the QBI deduction is calculated correctly for this return.”

Answered in 4s · sources cited
Prompt 03Flag

“Check state apportionment for a client operating in three states.”

Answered in 4s · sources cited
Prompt 04Report

“Generate a plain-English client summary of this year's 1040.”

Answered in 4s · sources cited

10 built-in workflows

Everything your firm does, with an AI co-pilot

Purpose-built workflows that cover prep, review, planning, research, and client communication.

  1. 01Tax Return Review EngineDetect errors and risks before you file.Learn more
  2. 021040 & Corporate SummariesTurn any return into a client-ready narrative.Learn more
  3. 03Client Tax OrganizerPersonalized organizers that ask only what's relevant.Learn more
  4. 04Draft Client Email ReplyAccurate, on-brand client replies in seconds.Learn more
  5. 05Tax ResearchReasoned answers with IRS and state citations.Learn more
  6. 06Tax Plan GeneratorProactive, multi-strategy plans per client.Learn more
  7. 07Tax ProjectionsCurrent- and future-year scenarios, side by side.Learn more
  8. 08Entity Selection WizardCompare entity outcomes with the numbers.Learn more
  9. 09Tax Software Import AssistantBring in data without manual re-entry.Learn more
  10. 10Social Media CalendarOn-brand content planned for you.Learn more
  11. 11Tax Law ContentAccurate explainers your clients can read.Learn more

All twelve months

Value all year, not just in April

TaxBase earns its keep through busy season and powers advisory work the rest of the year.

During Tax Season

  • Speed through return prep with AI-assisted data entry
  • Run a second-set-of-eyes review on every return
  • Draft client emails and follow-ups in seconds
  • Generate organizers tailored to each client

After Tax Season

  • Research IRS notices and build response strategies
  • Deliver proactive, multi-year tax plans
  • Advise on entity selection and restructuring
  • Run projections so clients have no surprises

Start today

Give every return a smarter second look

Start free, no credit card required. Plans from $29/mo.

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