About
AI-powered tax preparation for Enrolled Agents and small tax firms.
Taxerity is an AI-assisted review platform for Enrolled Agents (EAs) and small tax firms. Our mission is to help tax professionals organize research and repetitive review work while keeping professional judgment with the firm.
Who we serve
Built for the practitioners preparing returns under EA accountability.
The audience who actually sits in front of the source return and signs the engagement — not the back-office staff that surround them.
Independent practitioners
Independent Enrolled Agents
Solo EAs preparing individual and small-business returns who need AI assistance that keeps practitioner review and responsibility visible.
Small firm teams
Small EA firms (1–10 employees)
Practitioner-led teams that need secure client collaboration, consistent deduction review, and faster turnaround under owner sign-off.
Return preparers
Tax professionals preparing returns
Practitioners focused on individual and small-business tax returns who want an AI co-pilot for deduction identification, document organization, and IRS notice workflows.
What we deliver
Six outcomes a practitioner walks away with after one engagement.
Each block below is an outcome Taxerity exists to deliver — phrased as the change a practitioner sees in the next return they prepare, not as a feature list of the underlying tooling.
Faster preparation.
Prepare tax returns with AI assistance — supported suggestions can surface the citation context stored with their catalog entry for reviewer consideration.
Deduction identification.
Identify potential deductions and credits the source return may have missed, then route each finding through an explicit reviewer decision before it reaches a client deliverable.
Secure document organization.
Organize client documents by firm and engagement with the application’s reviewed access and selected encryption paths; confirm deployment and provider controls before using taxpayer data.
IRS notice response.
Respond to IRS notices more efficiently — intake the notice, surface the relevant prior-year line items, and draft a response that an EA can review and sign under their PTIN.
Automation that reduces manual work.
Reduce manual work through automation — repeatable intake steps, document classification, and reviewer-queued findings replace copy-paste between source returns and the working file.
Keep up with changing tax law.
Stay current on tax law — engine-side updates flow into the suggestion surface so the deductions list reflects the latest IRC, Form, and guidance changes without a manual refresh.
Why Taxerity
Why an EA or a small firm picks Taxerity over a generic tax tool.
The seven differentiators the platform commits to — read in one pass, then check each one off against the next return you sit down to prepare.
- AI-powered tax prep assistance. Taxerity is built end-to-end on AI assistance for the preparer — not as a generic document-storage bolt-on, but as the primary interface between the source return and the reviewer’s decision.
- Intelligent deduction recommendations. Deduction suggestions are evaluated against the source return, scored for confidence, and queued for explicit reviewer accept / modify / reject — never auto-applied.
- Client management tools. A per-firm client workspace tracks engagements, documents, sources, and decisions in one place so a solo EA or a five-person team works from the same per-client context.
- Secure document storage. Every client artifact lives behind per-firm data scoping and encrypted storage — one firm cannot read another’s reviews, suggestions, or audit entries.
- IRS notice response workflows. Notice intake, prior-year source linking, and draft response are bundled into a single review path — so a notice response moves from inbox to signed letter in hours, not days.
- Modern cloud-based collaboration. Browser-native collaboration means a reviewer and a preparer work the same engagement from any device, with changes attributed to the named reviewer under their PTIN.
- Automation that reduces administrative work. Intake, classification, OCR, and ledger updates run automatically — the preparer’s hours stay focused on reviewer judgment, not copy-paste between tools.
AI-powered preparation, deduction intelligence, and secure client workflow — ready for your next return.
See the plans and start with the trial that matches your firm size.