Taylor CPAI by Deduction
VerifiedAI tax assistant backed by licensed CPAs for year-round advice and filing
Product preview
Taylor CPAI by Deduction
What it is
Taylor CPAI is the AI tax agent at Deduction, a US tax firm that pairs AI with licensed CPAs. Clients talk to Taylor by email or web chat in plain English to ask questions, plan strategy and gather documents in a secure vault. Taylor analyzes income and expenses, looks for deductions and credits, handles situations like RSUs, ISOs, crypto, rental income and multi-state filing, and prepares federal and state returns. A licensed tax professional reviews high-impact advice and every return before filing, and the firm offers an accuracy guarantee. It serves individuals in all 50 states. Deduction lists a single annual price for new clients covering year-round advice and filing.
Key features
- Plain-English tax questions by email or chat
- Deduction and credit discovery
- Federal and state return preparation
- CPA review before every filing
What we liked
- + Human CPA checks every return
- + Handles equity compensation and crypto
- + Year-round advice for one price
Worth noting
- · US taxpayers only
- · Annual fee may exceed simple-return needs
Editor's notes
More context from AI BirdView
Tax software usually leaves the hard questions to you, and traditional accountants can be slow and expensive. Deduction's approach with Taylor CPAI sits in between: an AI agent does the organizing, analysis and drafting, while licensed CPAs review the work and sign off before anything reaches the IRS. That combination is what makes it notable.
- Conversational help by email or chat, with no lengthy questionnaires
- Proactive suggestions such as tax-loss harvesting, estimated payments and contribution deadlines
- Support for RSUs, ISOs, ESPP, crypto, rental income, K-1s and multi-state returns
- Every return reviewed by a licensed professional, backed by an accuracy guarantee
- The company says client data is kept in an encrypted vault and not used to train its models
Taylor CPAI is best for US individuals and sole proprietors whose taxes have outgrown basic software, such as people with equity compensation or several income streams. A practical tip: upload prior-year returns and current documents to the vault early in the year, so Taylor and the CPA team have time to suggest planning moves before deadlines pass.
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