TaxApp - Ai Tax Assistant

AI Tax + Human Expertise

Free · Designed for iPad

TaxApp is an all-in-one Solution, It combines AI-driven automation with professional-grade tools to make tax season stress-free year-round. TaxApp — AI-Powered Tax & Ai Bookkeeper TaxApp is an all-in-one tax preparation and business bookkeeping platform designed for freelancers, self-employed individuals, and small business owners. It combines AI-driven automation with professional-grade tools to make tax season stress-free year-round. Key Features: AI Bookkeeper — Automatic transaction categorization using a multi-layer engine (rules → vendor memory → keyword matching → AI), with CSV import, receipt scanning, and bank statement analysis Bank Reconciliation — Match transactions to bank statements period-by-period, add adjustments, and lock finalized periods Quarterly Tax Estimates — Real-time estimates using 2024 federal brackets, SE tax calculation, safe harbor logic, and a weekly set-aside calculator Audit Shield — Documentation risk scoring across 6 key IRS audit triggers with plain-language action items Tax Pro Marketplace — Connect with CPAs and enrolled agents for professional review and filing assistance Financial Reports — P&L, balance sheet, Schedule C, cash flow, and multi-year comparisons Personal Tax Center — W-2, 1099, deductions, credits, digital assets, and state filing support Smart Tools — AI deduction finder, capital gains calculator, quarterly tax calculator, and more Built for non-accountants. Trusted by tax professionals. TaxApp — AI Tax Assistant DISCLOSURE TaxApp is NOT affiliated with the IRS, U.S. Treasury, or any government entity. Educational tools only — not a substitute for licensed tax advice. TaxApp helps freelancers, self-employed individuals, and small business owners track, organize, and estimate their taxes year-round — powered by AI, built in plain language. TaxApp does NOT file tax returns with the IRS or any government agency. TaxApp is NOT affiliated with, endorsed by, or representing the IRS, U.S. Treasury, or any federal, state, or local government entity. This is a private software product operated by Omar Financial (omarfinancial.com). All information is for educational and organizational purposes only and does not constitute legal or professional tax advice. FEATURES Bookkeeper — AI transaction categorization, bank reconciliation, receipt scanning, CSV import, duplicate detection. Reports — Profit & Loss, Balance Sheet, Schedule C, Cash Flow, Multi-Year Comparisons, PDF/CSV export. Tax Tools — Quarterly estimator, refund estimator, capital gains calculator, SE tax calculator, W-4 analyzer, audit risk analyzer. AI Tools — Deduction finder, scenario planner, smart insights. Tax Pro Marketplace — Connect with CPAs & Enrolled Agents. Individuals/Self-Employed/Business Tools — Multi-business profiles, industry templates, chart of accounts. Security — SMS 2FA, encrypted storage, no SSN or bank credentials required, full data export & deletion. OFFICIAL GOVERNMENT TAX SOURCES All tax rates, brackets, rules, and deadlines referenced in this app are sourced from official U.S. government publications: • IRS Official Website: https://www.irs.gov • IRS Tax Brackets & Inflation Adjustments: https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2025 • IRS Forms & Publications: https://www.irs.gov/forms-instructions • IRS Estimated Taxes Guide: https://www.irs.gov/businesses/small-businesses-self-employed/estimated-taxes • IRS Self-Employment Tax: https://www.irs.gov/businesses/small-businesses-self-employed/self-employment-tax-social-security-and-medicare-taxes • IRS Schedule C Instructions: https://www.irs.gov/instructions/i1040sc • IRS Free File: https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free • USA.gov Tax Information: https://www.usa.gov/taxes DISCLOSURE TaxApp is NOT affiliated with the IRS, U.S. Treasury, or any government entity. Educational tools only — not a substitute for licensed tax advice. Developed by Omar Financial · 14 Summer St, Suite 202, Malden MA 02148

Ratings & Reviews

  • 5.0
    out of 5
    5 Ratings

TaxApp — AI-Powered Tax Assistant Key Features: AI Bookkeeper — Automatic transaction categorization using a multi-layer engine (rules → vendor memory → keyword matching → AI), with CSV import, receipt scanning, and bank statement analysis Bank Reconciliation — Match transactions to bank statements period-by-period, add adjustments, and lock finalized periods Quarterly Tax Estimates — Real-time estimates using 2024 federal brackets, SE tax calculation, safe harbor logic, and a weekly set-aside calculator Audit Shield — Documentation risk scoring across 6 key IRS audit triggers with plain-language action items Tax Pro Marketplace — Connect with CPAs and enrolled agents for professional review and filing assistance Financial Reports — P&L, balance sheet, Schedule C, cash flow, and multi-year comparisons Personal Tax Center — W-2, 1099, deductions, credits, digital assets, and state filing support Smart Tools — AI deduction finder, capital gains calculator, quarterly tax calculator, and more Built for non-accountants. Trusted by tax professionals.

Version 1.1.6

The developer, Djilali Naar, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Location
    • User Content

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Location
    • User Content

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • TaxApp Inc.
  • Size
    • 67.1 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 15.6 or later.
    • iPhone
      Requires iOS 15.6 or later.
    • iPad
      Requires iPadOS 15.6 or later.
    • iPod touch
      Requires iOS 15.6 or later.
    • Mac
      Requires macOS 12.0.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    16+
    • 16+
    • Learn More
    • Contains
      Unrestricted Web Access
      User-Generated Content
  • Copyright
    • © Dj-Naar
  • Privacy Policy

    • More by Djilali Naar

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