Use Cases

Built for how you file

Whether you're a freelancer with a side hustle or a CPA managing 500 clients, Taxation.ai adapts to your workflow.

Freelancers & Self-Employed

Maximize deductions. Minimize headaches.

Track business expenses, estimate quarterly payments, and discover deductions you didn't know existed. AI scans your income streams and flags every write-off — from home office to mileage.

For: Freelancers, contractors, gig workers, sole proprietors

Key Benefits

  • Auto-categorize income from multiple 1099s
  • Quarterly estimated tax calculator
  • Schedule C deduction discovery (500+ deductions)
  • Home office, vehicle, and equipment depreciation
  • Self-employment tax optimization
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Small Business Owners

Business taxes without the accountant bill.

From LLCs to S-Corps, handle payroll taxes, business deductions, and multi-state compliance. Upload your books and let AI prepare everything — you just review and file.

For: LLC owners, S-Corp shareholders, partnerships

Key Benefits

  • Business entity tax optimization (LLC vs S-Corp)
  • Payroll tax integration and W-2 generation
  • Multi-state filing for businesses operating across states
  • Asset depreciation schedules (Section 179, bonus)
  • Quarterly and annual compliance calendar
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Crypto & Stock Investors

Every trade. Every chain. One tax report.

Connect exchanges via API or upload CSVs. Our engine calculates cost basis using FIFO, LIFO, or HIFO — across Coinbase, Binance, Robinhood, and 100+ platforms. Full DAC8 and IRS compliance.

For: Crypto traders, stock investors, DeFi users, NFT creators

Key Benefits

  • Auto-sync from 100+ exchanges via API
  • FIFO, LIFO, HIFO cost basis methods
  • Wash sale detection for stocks
  • DeFi, staking, and airdrop income classification
  • IRS Form 8949 and Schedule D generation
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Expats & International Filers

Two countries. One tax solution.

Navigate double taxation treaties, foreign earned income exclusion, and FBAR/FATCA reporting. Supports US, UK, Germany, France, and Netherlands with treaty-aware calculations.

For: US expats, digital nomads, international workers, dual citizens

Key Benefits

  • Foreign Earned Income Exclusion (FEIE) calculator
  • 23 bilateral tax treaty engine
  • FBAR and FATCA compliance checks
  • Progressionsvorbehalt for German filers
  • Multi-currency income conversion
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Tax Professionals & CPAs

Serve more clients. Do less grunt work.

Manage your entire practice — client CRM, document requests, return preparation, review workflows, and e-filing — from one dashboard. AI handles data entry so you focus on advisory.

For: CPAs, enrolled agents, tax preparers, accounting firms

Key Benefits

  • Client portal with branded document requests
  • AI-powered document extraction and auto-fill
  • Multi-preparer review and approval workflows
  • Batch e-filing with compliance pre-flight checks
  • Practice analytics — revenue, turnaround, capacity
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Real Estate Investors

Rental income, depreciation, 1031 — handled.

Track rental properties, calculate depreciation schedules, model 1031 exchange scenarios, and generate Schedule E. AI flags passive activity rules and at-risk limitations.

For: Landlords, property investors, REITs, house flippers

Key Benefits

  • Per-property income and expense tracking
  • MACRS depreciation schedules
  • 1031 exchange scenario modeling
  • Passive activity loss limitation checks
  • Schedule E and Form 4562 generation
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High-Net-Worth Individuals

Complex returns. Simple workflow.

K-1s from partnerships, trusts, and estates. Stock options, AMT calculations, charitable remainder trusts. AI handles the complexity — you review a clean summary.

For: Executives, investors, trust beneficiaries, estate planners

Key Benefits

  • K-1 import and reconciliation from multiple entities
  • Alternative Minimum Tax (AMT) calculation
  • Stock option (ISO/NSO) tax modeling
  • Charitable giving optimization (DAFs, CRTs)
  • Estate and gift tax planning tools
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Families & Households

File together. Save more.

Joint vs. married filing separately comparison, child tax credits, education credits, dependent care — AI models every scenario to find the optimal filing strategy for your family.

For: Married couples, parents, caregivers, students

Key Benefits

  • Filing status optimizer (joint vs. separate)
  • Child Tax Credit and EITC maximization
  • Education credits (AOTC, LLC) and 529 planning
  • Dependent care and adoption credit calculations
  • What-if scenarios for major life events
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Don't see your situation?

Taxation.ai handles everything from simple W-2 returns to multi-entity international filings. Start free and see for yourself.