Best AI Tax Preparation Tools (2026)

CoCounsel Tax by Thomson Reuters is an AI-powered assistant built specifically for tax professionals. It streamlines complex tax planning and analysis by delivering fast, authoritative answers and generating detailed client-ready documents. The tool draws from trusted sources like Checkpoint and IRS guidance to provide reliable support. It is designed for tax accountants, CPAs, and advisors who need to efficiently handle sophisticated client scenarios. The main benefit is a significant reduction in manual research and drafting time, allowing professionals to focus on strategic advice and client service. Key features include its ability to research multi-state tax implications and entity selection in minutes, and to generate technically accurate memos and projections. Two standout capabilities are creating multi-year tax projections to model different strategies and automatically formatting comprehensive tax proposals with a professional look. A clear use case involves a client considering expanding their business into a new state. A professional can use CoCounsel Tax to quickly analyze the multi-state income and franchise tax consequences, compare the outcomes of operating as an LLC versus an S-Corp, and then produce a detailed technical memo and a formatted multi-year proposal for the client review—all within a single workflow.

Pricing: $199/mo

Filed is an AI-powered tax preparation platform that reads, sorts, and prepares tax returns to review-ready status around the clock. It retains knowledge over time, learning firm preferences, applying logic, and flagging important items. The platform is trained by tax professionals with CPA-audited accuracy checks built in.

Pricing: $99/mo

TaxGPT is an AI tax assistant that helps both tax professionals and individuals navigate tax preparation. It features Agent Andrew, an AI-powered audit and review tool that analyzes prepared tax documents. The platform offers instant document search by client, year, and type, and can search content inside files for rapid information retrieval.

Pricing: $19/mo

Black Ore is an AI-assisted tax preparation platform built for CPA firms. It integrates directly with your existing tax software to enhance workflow, not replace it. The platform is designed for accounting practices that serve complex, high-growth clients such as those in venture capital, technology, or with intricate equity and international tax needs. Its core function is to augment your team by automating data processing and providing AI-driven analysis to identify potential issues or opportunities within a return. Key features include the generation of comprehensive, auto-populated workpapers that ensure audit-ready documentation and a preliminary review service conducted by US-based CPAs who have Big 4 experience. This provides a crucial second-layer quality check before the partner’s final sign-off. The main benefit is scalable precision. It allows your firm to handle more complex returns with greater consistency and reduced risk, freeing senior staff from routine review tasks to focus on high-value advisory services. For example, when preparing a return for a startup client with multiple funding rounds, complex cap table calculations, and R&D credits, Black Ore organizes the data, prepares the supporting workpapers, and flags areas for specialist attention, streamlining the entire engagement.

Pricing: enterprise

Hive Tax is a comprehensive AI tax assistant suite designed to enhance CPA practices not just at tax time but year-round. It serves as a personal AI tax bot that helps with tax research, client communication, document management, and practice workflow optimization. The platform integrates with existing tax software.

Pricing: $79/mo