TaxAhead
Quietly working for thousands of tax payers

Tax season, already handled.

TaxAhead works quietly in the background all year — collecting your documents, tracking deductions, and building a preparer evidence packet for review.

TaxAhead
Ready 0%
Connect your accounts
Auth…
Gmail
Gmail
Tax-relevant email
Robinhood
Robinhood
1099-B · dividends
Workday
Workday
W-2 · paystubs
Airbnb
Airbnb
Rental · 1099-K
Connect
Scanning sources
Gmail
/ 1,284 msgs
Robinhood
/ 312 txns
Workday
/ 48 records
W-2 · Workday
1099-B · Robinhood
1098 Mortgage · Gmail
TA
Pulled your W-2 from Workday and matched it to your paystubs — wages look correct.
TA
Imported 312 Robinhood transactions and your 1099-B. Capital gains are categorized.
TA
Spotted a Wells Fargo 1098 in Gmail — organized into your Schedule A.
TA
+12 since you were last here
84%preparer review ready
Estimate statusUnavailable until tax_estimate has enough evidence
Potential deductions$19,860 in deductions
Connect one more source — I'll auto-fill the rest.
Can I deduct my home office?
TA
TA
Yes — your 180 sq ft workspace qualifies. I've added an $1,840 deduction to your Schedule C.
How TaxAhead works

Tax filing, finally simple.

  1. 01
    Connect your accounts

    Securely link Gmail or Outlook, your payroll (ADP, Workday, Gusto), banks, and brokerages like Robinhood or Fidelity. Takes about a minute, and you only do it once.

  2. 02
    TaxAhead works in the background

    Every W-2, 1099, receipt, donation, and statement is captured the moment it arrives — automatically sorted into the right place. You don't have to lift a finger.

  3. 03
    See exactly where you stand

    TaxAhead explains what was found, the deductions you qualify for, what's still missing, and how much you're saving — all in plain English.

  4. 04
    Preparer packet assembled

    When tax season arrives, your evidence packet is organized for review by you or your preparer. TaxAhead does not file returns, e-file, submit to the IRS, or provide filing-grade tax advice.

Connections & Continuous Discovery

Connect once. Stay ready year-round.

Every additional source makes TaxAhead more valuable. Permissions are granular, read-only, and revocable at any time.

150+ secure connections across banks, payroll, brokerages, crypto, rental platforms, government records — read-only and revocable.

Gmail
Outlook
Google Drive
Dropbox
ADP
Workday
Coinbase
Robinhood
Airbnb
Fidelity
Security & Privacy

Your data, fiercely protected.

Encrypted, always

Bank-grade encryption in transit and at rest. Keys rotated continuously.

Read-only access

Every integration is permission-scoped to tax-relevant data only.

Full transparency

See exactly what TaxAhead knows, how it knows it, and revoke at any time.

When April arrives

Your evidence packet, ready for review.

By the time tax season comes, TaxAhead has organized the supporting evidence. You review the summary, then download a preparer evidence packet or send it to your accountant.

TaxAhead
TA
Ready for preparer review

Your evidence packet is ready for review.

Your 2026 evidence packet is organized and not filed.

Download or share
Frequently asked

Incase you're wondering.

Tax season has always been a panic. Receipts hunted at midnight, forms forgotten, accountants chased for missing documents. TaxAhead exists to flip that — a calm, intelligent companion that handles your taxes quietly all year so April feels like a confirmation, not a crisis.
It connects to the tools you already use — email, payroll, banks, brokerages — and continuously organizes anything tax-relevant. It surfaces deductions you'd miss, flags issues early, builds a preparer evidence packet as the year unfolds, and answers your questions in plain language whenever you ask.
Yes — dramatically. Instead of losing a weekend (or three hours an evening) hunting down documents, logging into portals, and wrestling with forms, TaxAhead has everything organized for you year-round. When tax season arrives, you're ready to review a clean evidence packet with your preparer, not rebuild it from scratch.
Yes — by catching credits and deductions most people forget. Saver's Credit, home office, mortgage interest, charitable contributions, qualified dividends, education credits, retirement contributions. TaxAhead watches for every opportunity you qualify for and explains what it found, in dollars.
TaxAhead does not file returns, e-file, or submit anything to the IRS. If you work with a CPA or preparer, TaxAhead makes them dramatically more effective — your records are already clean, your documents already organized, so they can focus on advising rather than chasing paperwork.
Yes. Bank-grade encryption everywhere, read-only access to every connected account, and granular permissions you can revoke at any time. TaxAhead can never move money, change passwords, or share your data with anyone.
TaxAhead is built for real lives — multiple jobs, freelance income, rental properties, crypto, investments, dependents, multiple states. The more moving pieces you have, the more time TaxAhead saves you.
$49 per year. One simple membership — federal and state evidence-packet preparation for preparer review with every feature included. No surprises.
Under two minutes. Create your account, connect a single source like Gmail, and TaxAhead begins organizing immediately. You can add more connections later — the more you connect, the more valuable it becomes.

Done with tax stress?

Your AI tax advisor will be ready in less than two minutes.