You must judge the tax treatment yourself
Form-driven tools ask fixed questions — you decide whether a gain is long-term, whether FIRPTA applies, whether your LLC is disregarded. One wrong answer cascades.
AI agents first, forms second
US TaxGPT
AI-Native US Tax Filing
Stop filling forms by hand. Upload 1099s, K-1s, bank statements and contracts — AI understands the substance of each transaction, classifies it against IRS rules, screens audit risk, and produces draft returns with full accountant workpapers.
US TaxGPT is a tax software tool — it does not replace the advice of a licensed CPA or Enrolled Agent, and it does not e-file to the IRS on your behalf. You review, export, and file.
Pain points
Sound familiar?
The reality of form-driven tax software for cross-border and capital transactions.
Cross-border rules are a maze
Federal IRS rules plus 50 state regimes, foreign tax credits, withholding on US-source income — manual research is slow and error-prone.
Multi-tier SPVs break spreadsheets
Cayman/HK SPVs over US LLCs, related-party flows, and M&A consideration still live in fragile Excel models.
Audit risk surfaces too late
1099 mismatches, unsupported losses, and nonresident over-reporting are usually discovered by the IRS — not by your software.
Workpapers are built by hand
Reconciliations, tax memos, and evidence indexes for diligence and audits consume professional hours.
US TaxGPT redefines the workflow: understand the transaction first, then generate the form.
Why US TaxGPT
Why teams choose US TaxGPT
Five reasons versus form-driven incumbents like TurboTax.
- 01
AI-native, not AI bolted on
TurboTax is form-driven: you answer fixed questions and judge each transaction yourself. US TaxGPT reads broker statements, K-1s, and legal agreements first — classifying income, capital gains, and withholding before any form exists.
- 02
Built for cross-border and SPV complexity
Nonresident 1040NR filing, foreign tax credits, multi-tier SPV income flows, and FIRPTA screening are core scenarios — not edge cases.
- 03
IRS audit simulation before you file
A risk agent scans your full package against IRS audit red-flag rules: 1099 mismatches, unsupported losses, nonresident worldwide-income mistakes, transfer-pricing exposure. High-risk items lock until a licensed professional signs off.
- 04
Deliverables beyond the return
Every case produces IRS draft forms plus a complete workpaper set — reconciliations, estimates, evidence index, and a tax memo ready for diligence or board materials.
- 05
Cited, traceable, reviewable
Tax conclusions cite IRS code sections and rulings with source links. Deterministic engines compute the numbers; every AI judgment keeps a full audit trail.
Capabilities
Five AI agents, one evidence chain
Multimodal document intake
Parses 1099-B/DIV, W-2, K-1, bank CSVs, contracts and screenshots — extracting amounts, dates, counterparties, asset types.
Phased: manual entry & CSV import live; full OCR rolling out
Transaction & tax classification
Ordinary vs long/short-term capital gains, K-1 allocations, FIRPTA and 1042-S withholding, residency and entity classification.
Live: guided classification with human confirmation
Deduction & credit discovery
R&D credits, foreign tax credits, depreciation, SPV operating costs — with high-risk deductions flagged for review.
Live: rule-based screening
IRS risk pre-audit
Scans against audit red-flag rules; outputs low/medium/high ratings. High-risk items lock until professional review.
Live: rule-based risk screening
Workpapers & return generation
Maps results to 1040NR, 1065, 1120/1120S, 1099 series, W-8BEN — plus full accountant workpapers.
Live: PDF reports & workpaper packs; e-file planned
Who it's for
Who uses US TaxGPT?
Four personas, one analysis chain.
Cross-Border Investors
Nonresident aliens with US stocks, options, crypto, or overseas real estate — capital gains, dividends, and withholding handled automatically.
View scenarioSMEs & SPV Structures
Cayman/HK SPVs with US LLCs and acquisition vehicles — multi-entity management with related-party transaction tracking.
View scenarioStartups & ESOP
US startups needing annual returns plus tax modeling for R&D credits and equity incentive plans.
View scenarioCPAs & M&A Advisors
Batch workpaper generation, tax due diligence, and review workflows for CPA/EA firms and investment banks.
View scenario
Interface shown is a product concept; actual results require complete documents and professional review.
Workflow
Four steps from documents to filing
- 01
Create a tax subject
AI-guided conversation captures identity, residency, and entity type — no giant forms
- 02
Connect or upload documents
Broker/bank APIs (planned) or bulk upload of 1099s, K-1s, contracts
- 03
AI runs the full chain
Classification, computation, credit matching, risk scan
- 04
Professional review → export
A licensed reviewer signs off; you export and file with the IRS yourself
Note: the platform does not e-file on your behalf. Exported files are submitted by you through IRS channels.
Plans
Plans for every scale
Priced by tax year and entity count — book an advisor for a detailed quote.
Individual
Simple filings free; advanced capital-gains tier by subscription per tax year
Enterprise / SPV
Per-entity subscription; multi-tier holding bundles
CPA Firm
Multi-seat workbench, batch client management, batch workpaper output
CPA Review Add-on
Licensed CPA/EA review service through partner network (platform fee applies)