Like many self-employed professionals and business owners, I found myself drowning in spreadsheets every tax season. My CPA was great at filing returns—but that's all they did. When I needed forward-looking tax planning, I was on my own.
I'd spend hours manually tracking income and expenses across multiple revenue streams. When I wanted to explore different tax strategies—should I contribute more to my SEP-IRA or open a Solo 401(k)? What if I changed my business structure? How would that affect my quarterly estimates?—each scenario required rebuilding my entire spreadsheet from scratch.
The process was exhausting. I'd copy formulas, update cells, cross-reference tax brackets, and pray I didn't make a calculation error. By the time I'd modeled three or four scenarios, tax season was over, and I'd missed opportunities to optimize my tax situation.
I realized I wasn't alone. Thousands of entrepreneurs, freelancers, and business owners face the same challenge: complex income structures, multiple deduction categories, and the need to plan ahead—not just file returns after the fact.
Traditional tax software focuses on filing. But what about the other 11 months of the year? What about when you're deciding whether to make a major purchase, hire a contractor, or restructure your business? You need real-time tax planning, not just year-end filing.
That's when the idea for AlphaTax was born: a platform that automates the tedious spreadsheet work, runs scenarios instantly, and helps you make tax-smart decisions throughout the year—not just in April.
AlphaTax was built to solve the exact problems I faced—and that you're facing right now. It's not just another tax filing tool. It's a comprehensive tax planning platform designed for people with complicated financial lives.
Stop manually categorizing receipts. Our AI automatically discovers and categorizes deductible expenses from your bank statements and receipts, saving you hours every month.
Want to see how contributing $5,000 more to your retirement account affects your tax bill? Or how changing your business structure impacts your liability? Get answers in seconds, not hours.
Our platform continuously analyzes your financial situation and suggests tax-saving strategies throughout the year—not just when it's too late to act on them.
Keep all your tax documents organized and accessible. No more digging through email folders or physical files when you need a receipt from six months ago.
We believe that tax planning shouldn't be reserved for the wealthy or require hiring expensive tax advisors. Every self-employed professional and business owner deserves access to sophisticated tax optimization tools that help them keep more of what they earn.
AlphaTax democratizes tax planning by automating the complex calculations, providing clear insights, and empowering you to make informed financial decisions throughout the year—not just during tax season.
Whether you're a freelancer juggling multiple clients, a consultant with complex expense structures, or a business owner exploring different tax strategies, AlphaTax is designed to save you time, reduce your tax liability, and give you peace of mind.
If you've ever felt frustrated by manual tax planning or wished you had better tools to optimize your tax situation, you're exactly who we built AlphaTax for. Start your free trial today and experience the difference that year-round tax planning can make.