Keeper Tax
Keeper combines AI and tax pros to handle complex taxes. Manage your business's finances year-round.
At a glance
4.0 out of 5
Scored by Alex after real useOur verdict
Keeper handles complexity with human touch for small businesses. But its high cost might not suit everyone.
✓What it does well
✕Where it falls short
Key features
Questions about Keeper Tax
What is Keeper Tax?
Keeper Tax combines AI with tax professionals to handle complex taxes and help a business manage its finances year-round. It finds relevant deductions automatically, tracks business expenses for accurate reporting, and can e-file federal and state returns with the IRS.
How much does Keeper Tax cost?
Keeper Tax has two plans. Standard costs $199 per year and includes e-filing with the IRS and up to 2 states, while Premium costs $399 per year and adds features such as one-on-one tax pro consultations. The reviewer notes the high cost might not suit everyone.
Who is Keeper Tax for?
Toolio lists Keeper Tax as best for small businesses and self-employed individuals, and not for personal tax filers. The reviewer notes it does not automatically gather data from personal finances, so personal taxes need manual entry.
Can Keeper Tax handle complex tax returns?
Keeper Tax handles complex scenarios through one-on-one consultations with a tax pro, which the reviewer says are necessary for complex returns. Those consultations are part of the Premium plan at $399 per year, and the tool also supports filing multiple state returns in one account.
What does Keeper Tax offer besides tax filing?
Beyond filing, Keeper Tax uses AI to analyze past returns and uncover savings opportunities, and it tracks business expenses through the year. It also offers a wide range of tax guides, articles and calculators. Toolio scores it 4.0 out of 5 after real use.