What is Keeper Tax?
Navigating tax season can be challenging, especially when you have 1099 income, freelance earnings, or complex financial situations. Keeper is designed to simplify this process, combining powerful AI with a network of experienced tax professionals to help you file accurately, confidently, and ensure you claim every eligible deduction. It's built for freelancers, gig workers, small business owners, and anyone seeking a more effortless way to handle their taxes.
Key Features
Keeper offers essential features to streamline your tax preparation and filing:
🤖 Automated Deduction Finding: Securely connect your bank or credit card accounts (supporting over 20,000 financial institutions via Plaid). Keeper's AI analyzes your transactions throughout the year, automatically identifying potential business write-offs based on your work. This proactive approach helps ensure you don't miss valuable deductions.
✅ Expert Tax Pro Review & Signing: Gain peace of mind knowing that every tax return filed through Keeper is reviewed and signed by a human tax professional. This layer of expert oversight, combined with 300+ automated checks, significantly enhances accuracy and safety, allowing you to file with 100% confidence.
💬 AI Tax Assistant & Human Support: Get instant answers to your tax questions with an AI assistant fine-tuned on extensive tax law. For more complex inquiries or personalized guidance, human tax professionals are ready to step in and provide support.
📊 Year-Round Expense Organization: Use the mobile app or web dashboard to easily track income and expenses throughout the year. Add categories, notes, and upload receipt photos to stay organized. Smart notifications help keep you on track, making tax time significantly less stressful.
How Keeper Solves Your Problems:
Keeper directly addresses the common pain points faced by self-employed individuals and those with varied income sources:
Missing Deductions: Instead of sifting through stacks of receipts or bank statements at tax time, Keeper automatically identifies eligible write-offs by scanning your connected accounts year-round. This passive tracking helps maximize your savings without extra effort on your part.
Tax Complexity & Confusion: Whether you have Schedule C income, manage rental properties, or deal with stock investments, Keeper is built to handle complex individual tax situations. The combination of intuitive software, AI assistance, and human expert review guides you through the process, providing clarity and reducing the likelihood of errors.
Quarterly Tax Management: For those required to make estimated quarterly tax payments, Keeper helps calculate these amounts and supports the process, preventing potential underpayment penalties and improving your financial planning throughout the year.
Why Choose Keeper?
Keeper stands out by uniquely integrating cutting-edge AI for proactive deduction finding with the assurance of a human tax professional reviewing and signing your final return. This powerful combination delivers both efficiency and expert-backed confidence, specifically tailored for the modern worker with non-W-2 income. It's like having a personal accountant identifying savings opportunities year-round, with the final check and sign-off from a certified professional.
Conclusion:
Keeper provides an intuitive, powerful, and trustworthy solution for filing complex taxes, especially for freelancers and the self-employed. By automating deduction tracking and backing every return with expert human review, Keeper takes the stress out of tax season, helping you file confidently and maximize your financial outcomes. Explore how Keeper can transform your tax filing experience.
