1. Pro Review
The “Safety Net” for DIY Filers.
Most people use DIY software but still hit “Submit” with a pit in their stomach. Pro Review is for the filer who wants the speed and price of a digital platform but the certainty of a professional sign-off.
- How it works: You use our streamlined guided interface to enter your info. Before it goes to the IRS, a U.S.-based Tax Pro reviews your entire return to ensure you haven’t missed a credit or accidentally flagged yourself for an audit.
- The Difference: Unlike “automated” flags in other software, this is a human-led audit. If something looks off, we’ll contact you to clarify before we file.
- Best for: First-time filers, people who just bought a home, or anyone who wants “Audit Defense” included from day one.
2. Do Your Taxes, Your Way
Guided Filing with AI-Powered Intelligence.
This is our direct answer to the “Standard” DIY experience—but faster. We’ve stripped away the 50+ confusing questions about obscure tax laws that don’t apply to you and replaced them with a conversational AI that understands plain English.
- How it works: Our “Smart-Path” interview only asks what matters to your specific situation. If you’re confused by a term like “Adjusted Gross Income,” just ask the built-in AI assistant. It provides instant, plain-language answers without making you dig through IRS PDF manuals.
- The Difference: Real-time optimization. As you type, the AI calculates your refund and suggests simple ways to increase it (like adjusting your 401k contributions or HSA inputs for next year).
- Best for: W-2 employees who want a fast, “no-fluff” filing experience without the high cost of a CPA.
3. Fully Automated Tax Support
Zero-Touch Filing: Sync, Verify, and Relax.
For the modern professional, manual data entry is a relic of the past. Our Fully Automated tier uses secure API integrations to build your return for you, pulling data directly from the source.
- How it works: Securely connect your employer’s payroll (ADP, Gusto, etc.) and your bank accounts. TaxPilot automatically pulls your W-2s, 1099-INTs, and 1098-Es. Our engine populates the forms, calculates the math, and presents you with a 1-page summary.
- The Difference: Snapshot filing. You spend 5 minutes connecting accounts and 2 minutes reviewing the summary. No typing, no scanning paper forms, and no “did I enter that decimal correctly?” anxiety.
- Best for: Tech-forward users with multiple digital accounts who value their time more than anything else.