advanced tax strategies
Unlock Hidden Tax Credits
That You Already Qualify For
Without Paying 20% to a Tax Firm
Most businesses doing innovation, development, or process improvement qualify for R&D Tax Credits… but few ever claim them. TaxSmart AI automates the process your CPA needs — for a fraction of the cost.
Seamless QuickBooks Integration
Instantly syncs & sorts your transactions. New integrations launching monthly.
Smarter Questions
= Bigger Savings
Maps your data to 750,000+ tax codes for savings most won't see.
CPA-Friendly, Audit-Proof Reports
Compliant reports that save time—for you and your accountant.
Your AI Tax Expert,
On Demand
Instant answers from an always-on tax brain. No hold music, ever.
The Problem: Overpaying for What’s Already Yours
Traditional “advanced tax” teams charge 15–25% of whatever credit they recover for you. That means if your business qualifies for a $100,000 R&D Tax Credit, you could lose $20,000+ to a consultant.
These firms use the same IRS guidelines you can access yourself. They just have the staff to interpret and file them.
But what if you could use AI trained on IRS code, CPA workflows, and your own transactions to do that same analysis... Instantly, accurately, and automatically?
That’s what TaxSmart AI does.
What the R&D Tax Credit Really Is (& Why You’re Probably Missing It)
The R&D Tax Credit rewards U.S. businesses that develop, improve, or customize products, software, or processes.
If your company:
Builds or enhances software systems
Designs prototypes or tests new products
Improves internal workflows or manufacturing methods
Develops APIs, databases, or automation tools
...then you likely qualify.
The challenge? The IRS requires specific 4-part documentation to substantiate your claim.
Why Businesses Choose TaxSmart AI Over “20% Consultants”
With TaxSmart AI, you keep 100% of your refund and equip your CPA with a complete, compliant package ready to file.
Traditional R&D Firm
15–25% of your refund kept as commission
Manual questionnaires and interviews
Slow process — weeks or months
Your data stored with external consultants
Focused only on R&D studies
Static analysis — billed again next year
TaxSmart AI
Flat annual fee — no percentage of your refund
AI-driven 4-part IRS compliance survey
Instant digital report for your CPA
Secure, private, and owned by you
Covers multiple credits, not just R&D
Ongoing AI learning from new tax laws
Who This Is Perfect For
TaxSmart AI is built for:
Software Companies
Enhancing apps, systems, or APIs
Manufacturing Firms
Refining workflows or machinery
Engineering Groups
Prototyping and product testing
Service
Providers
Automating internal or client tools
Diverse
Startups
Innovating across industries or tools
Even small improvements can qualify — you don’t need a full research lab.
Why You Need To Act Now
Each year you wait to claim R&D credits, you risk leaving tens of thousands of dollars unclaimed — and many credits can only be amended for the past three tax years.
Your CPA can’t complete this process without proper documentation.
TaxSmart AI gives you everything they need — in IRS-compliant format — without paying a consulting team thousands.
What Makes TaxSmart AI Different
Trusted by Founders. Approved by CPAs.
TaxSmart AI
Designed to think like a billionaire's tax team.
From encryption to documentation, every layer of TaxSmart AI is built to protect your data, your refund, and your peace of mind.
The Tax Planning Tool Built To Save You More
Audit-ready. cPA-approved.
Your Data, Your Control
Built with CPAs and Founders
Trained on 750,000+ IRS Codes
trusted by founders in all 50 states
Transparent, Flat Pricing
Built for Accuracy, Backed by Experts
"This year I owed $130K and only ended up paying $500 thanks to TaxSmart AI."
$129,500 SAVINGS
Simple. Compliant. Built to save you more.
How It Works
01. Connect Your Business
Securely sync QuickBooks or upload accounting data — no complex setup.
02. Answer AI-Guided Questions
Complete a quick IRS-compliant R&D survey built from the official 4-part test.
03. get your detailed cpa report
Receive an audit-ready report your CPA can file. With 100% of your refund intact.
Keep your refund. Automate your research.
File with confidence.
Stop overpaying for “specialists.”
Use AI to uncover the R&D Tax Credits your business deserves. And give your CPA the full report to file. Start Your R&D Credit Report with TaxSmart AI today.
Advanced tax strategy, automated. Built for founders, trusted by CPAs.
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Disclaimer: TaxSmart AI is an educational technology platform, not a certified public accounting firm or a substitute for professional tax advice. The information, insights, and reports generated by this software are for educational and informational purposes only and are not intended to provide tax, legal, or financial guidance. All calculations, analyses, and recommendations should be reviewed and approved by your licensed CPA or tax professional prior to being used in any tax filing or financial decision. TaxSmart AI does not guarantee eligibility for any specific credit or refund, and assumes no responsibility for the accuracy of user-submitted data or filing outcomes.
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