Ask any tax question and get instant, personalized answers. Alex understands your unique situation and provides actionable guidance.
Alex is AlphaTax's AI-powered tax assistant that provides instant, personalized tax guidance 24/7. Unlike generic tax chatbots, Alex understands your specific financial situation—your income, expenses, deductions, and goals—to provide relevant, actionable advice. Whether you're wondering if something is deductible, how to optimize your quarterly payments, or which retirement account to contribute to, Alex has answers tailored to you.
Type your tax question in plain English. Alex understands context and follow-up questions.
Alex reviews your income, expenses, and financial situation to provide personalized answers.
Receive specific recommendations with dollar amounts and next steps you can take immediately.
Alex explains the "why" behind recommendations so you understand tax strategy, not just follow instructions.
No waiting for appointments or callbacks. Get tax guidance in seconds, any time of day.
Alex knows your financial situation and tailors advice to your specific circumstances.
No confusing tax jargon. Alex explains concepts in simple, understandable terms.
Alex doesn't just answer questions—it proactively identifies opportunities you might miss.
See how different users benefit from this feature.
“"Can I deduct my Adobe Creative Cloud subscription?"”
Alex confirms it's deductible as a business expense and reminds you about other software you haven't tracked yet.
“"Should I use standard mileage or actual expenses?"”
Alex calculates both methods using your data and shows you'd save $847 more with actual expenses this year.
“"How much should I contribute to my SEP IRA?"”
Alex analyzes your income and shows the optimal contribution to maximize tax savings while meeting cash flow needs.
| Alternative | Limitation | AlphaTax Advantage |
|---|---|---|
| Generic Tax Chatbots | Provide generic answers without knowing your situation | Alex knows your income, expenses, and goals for personalized guidance |
| Hiring a CPA | Expensive ($150-400/hour) and requires scheduling | Alex is available 24/7 for unlimited questions at no extra cost |
| Googling Tax Questions | Generic information that may not apply to your situation | Alex provides answers specific to YOUR tax situation with dollar amounts |
Start your 7-day free trial and get access to all features, including Alex AI Tax Assistant.