Keeper Tax

What is Keeper Tax?

Keeper is a modern tax platform that makes filing complex taxes a breeze. By combining cutting-edge AI with a network of experienced tax professionals, Keeper ensures that you get the best possible tax outcome. Whether you're a W-2 employee, 1099 contractor, self-employed, or a business owner, Keeper has got you covered. With features like automatic deduction tracking, expert review, and year-round support, you can file your taxes with confidence and peace of mind.

What are the features of Keeper Tax?

• AI-Powered Deduction Tracking

  Automatically flags and categorizes tax-deductible expenses by linking up to 10 financial accounts.
• Expert Review and Support

  Every return is reviewed and signed by a tax professional, ensuring 100% accuracy.
• Year-Round Tax Advice

  Get instant answers to your tax questions from an AI assistant, with human experts on standby for more complex issues.
• Max Refund Guarantee

  Keeper runs over 300 checks to ensure you claim every qualifying credit and deduction.
• Audit Protection

  In case of an audit, Keeper provides support and resolution services.
• Quarterly Tax Support

  For those who need it, Keeper offers Form 1040-ES and Form 941 support.

What are the use cases of Keeper Tax?

• W-2 Employees

  Easily track and claim deductions, such as childcare, tuition, and mortgage interest.
• 1099 Contractors and Freelancers

  Automatically categorize business expenses and defer income to optimize your tax bill.
• Self-Employed Individuals and Business Owners

  Maximize business deductions, handle S-Corp elections, and manage K-1s.
• Parents and Students

  Claim education credits, child tax credits, and other family-related deductions.
• Homeowners and Investors

  Manage mortgage interest, property taxes, and investment income, including stocks, bonds, and crypto.
• Expats and Late Filers

  Handle foreign income, late filings, and amendments with ease.

How to use Keeper Tax?

• Link Your Financial Accounts

  Connect your bank and credit card accounts to automatically track deductible expenses.
• Upload Tax Documents

  Drop off your tax forms, and Keeper’s AI will prep your return.
• Review and Confirm

  Check the prepped return and confirm all information is accurate.
• Get Expert Review

  A tax professional will review your return before it’s filed.
• File with Confidence

  Submit your return to the IRS and state, knowing it’s 100% accurate.
• Stay in Touch

  Use the AI assistant for any ongoing tax questions and get year-round support.

Keeper Tax Contact Email:

support@keepertax.com