I built Tax Stack AI because, as a CPA running a small firm, I realized how expensive and complicated it can be for small practices to adopt AI. Most tools are geared toward mid-to-large firms, meaning small firms often pay for features they barely use. What’s new and unique about Tax Stack AI is that it’s built specifically for small firms and solo practitioners. It pulls only from authoritative sources, includes a client-specific chatbot that learns from your uploaded documents and inputs, and provides actionable insights for tax planning and advisory work. I’m most proud that we are addressing a real need for small firms, helping them modernize without overpaying. This launch focuses on creating an affordable, practical solution that can grow with users as we continue to add new features.

Tax Stack AI: Smart Accounting Tools

AI for tax research, client insights, and document review

AI for tax research, client insights, and document review