See personalized recommendations with specific dollar amounts. Know exactly how much each strategy saves you.
AlphaTax's AI Tax Strategy engine continuously analyzes your financial data to find tax optimization opportunities. Unlike basic tax software that just categorizes expenses, our AI identifies strategic moves—retirement contributions, entity structure changes, timing decisions—and shows you exactly how much each strategy saves in dollars. Every recommendation is personalized to your situation with clear action steps.
Our AI reviews your income patterns, expense categories, deductions, and financial goals.
The system finds strategies you're not currently using—retirement optimization, entity changes, timing plays.
Each strategy shows exact dollar savings so you can prioritize the biggest opportunities.
Clear instructions on how to implement each strategy, with deadlines and requirements.
Every recommendation shows specific amounts—"Save $3,200 by contributing to Solo 401k instead of SEP IRA."
Strategies appear throughout the year when you can act on them, not just at tax time.
Recommendations sorted by savings potential so you focus on what matters most.
No generic advice—every strategy is based on your actual income, expenses, and goals.
See how different users benefit from this feature.
“AI identifies S-Corp election opportunity”
Strategy shows $8,400/year savings in self-employment tax with step-by-step implementation guide.
“AI spots retirement contribution opportunity”
Recommends increasing SEP IRA contribution by $5,000 in Q4 to save $1,650 in taxes.
“AI compares home office methods”
Shows Actual Expenses method saves $1,800 more than Simplified Method with breakdown.
| Alternative | Limitation | AlphaTax Advantage |
|---|---|---|
| TurboTax/H&R Block | Only finds deductions you already know about | Proactively suggests strategies and optimizations you didn't know existed |
| Basic Expense Trackers | Track expenses but don't optimize tax strategy | Analyzes data to find strategic opportunities, not just track spending |
| Annual CPA Review | Strategies identified once a year, often too late to act | Real-time strategy identification when you can still act on opportunities |
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