Turn Tax Planning Into Your Firm's
Most Profitable Service.
One workspace to onboard clients, run strategies, collaborate, and deliver audit-ready plans without the spreadsheets, PDFs, and email chains.
Trusted by Tax Professionals Nationwide
Real results firms see when they move tax planning into TaxMD™.
Hours Saved Weekly
Per CPA on Average
Fewer Compliance Errors
Compared to manual processes
Accuracy Rate
IRS-ready documents
Tax Professionals
Trust TaxMD nationwide
From Client Onboarding To Audit-Ready Reports All In One Place.
A five-step workflow replaces your spreadsheets, PDFs, and email threads.
Calculate
Discover
Finalize
Implement
Monitor
TaxMD™ AI
An AI That Doesn't Just Read Your Taxes, It Acts on Them.
Upload your return. TaxMD™ extracts every line, runs strategies against your situation, and walks you through implementation — with citations and deadlines.
What the AI can do
$48,720
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:
Loved By Taxpayers And Pros Alike
TaxMD has completely revolutionized our approach to tax planning at our firm. In the past, we found ourselves overwhelmed, juggling countless spreadsheets and performing tedious manual calculations that drained our time and energy. The complexity of tax regulations often left us feeling lost, and we struggled to keep up.
Now, we can effortlessly generate comprehensive and precise tax strategies in just a matter of minutes. The intuitive interface allows us to input data quickly, and the powerful algorithms analyze our information to produce tailored solutions. We are now able to focus on strategic planning.
Lina Torres
Founder, ABC
Finally a tool that thinks ahead. The AI surfaced deductions my old CPA missed for years.
Mohammed El-Sayed
Owner, Finsage
I'm not a tax person — but TaxMD made it feel approachable. Step-by-step, no jargon.
Sofia Zhang
CEO, Wave Co.
The implementation tracker is what sold me. Plans are worthless without follow-through.
James Carter
Small Business Owner
Finally a tool that thinks ahead. The AI surfaced deductions my old CPA missed for years.
Maria Chen
Freelancer
Finally a tool that thinks ahead. The AI surfaced deductions my old CPA missed for years.
Robert Kim
Real Estate Investor
TaxMD has completely revolutionized our approach to tax planning at our firm. In the past, we found ourselves overwhelmed, juggling countless spreadsheets and performing tedious manual calculations that drained our time and energy. The complexity of tax regulations often left us feeling lost, and we struggled to keep up.
Now, we can effortlessly generate comprehensive and precise tax strategies in just a matter of minutes. The intuitive interface allows us to input data quickly, and the powerful algorithms analyze our information to produce tailored solutions. We are now able to focus on strategic planning.
Lina Torres
Founder, ABC
Finally a tool that thinks ahead. The AI surfaced deductions my old CPA missed for years.
Mohammed El-Sayed
Owner, Finsage
I'm not a tax person — but TaxMD made it feel approachable. Step-by-step, no jargon.
Sofia Zhang
CEO, Wave Co.
The implementation tracker is what sold me. Plans are worthless without follow-through.
James Carter
Small Business Owner
Finally a tool that thinks ahead. The AI surfaced deductions my old CPA missed for years.
Maria Chen
Freelancer
Finally a tool that thinks ahead. The AI surfaced deductions my old CPA missed for years.
Robert Kim
Real Estate Investor
