UnitedTax.AI
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About
UnitedTax.AI is a modern tax preparation platform that bridges the gap between traditional accounting firms and automated DIY software. It utilizes artificial intelligence to scan thousands of tax rules and identify potential deductions while maintaining a human-in-the-loop system where licensed tax professionals review every return before filing. This hybrid approach aims to provide the accuracy and security of a professional firm at a significantly lower price point, boasting average savings of up to 40% compared to conventional services. The user journey begins with a streamlined onboarding process where customers answer a series of questions and securely upload their financial documents via a private client portal. Once the documents are submitted, the platform's AI handles the initial heavy lifting by categorizing expenses and identifying entity-specific tax strategies. A dedicated tax expert then verifies the data, ensuring compliance with current state and federal regulations. The typical turnaround time for a completed return is approximately three days, after which the client reviews and signs the documents digitally for e-filing. The platform is specifically tailored for individuals with complex financial situations that generic software often misses. This includes small business owners (LLCs, S-Corps, C-Corps) seeking expense optimization, real estate investors needing assistance with depreciation and 1031 exchanges, and tech employees dealing with ISOs, ESPPs, or RSU vesting. It also caters to freelancers and contractors who require quarterly tax planning and home office deduction assistance to manage their self-employment income effectively. What sets UnitedTax.AI apart is its transparent, flat-rate pricing model which eliminates the uncertainty of hourly billing common in traditional firms. While many competitors offer either pure automation or expensive manual labor, this tool integrates both to ensure high-speed processing without sacrificing the safety net of professional oversight. Additionally, the company is expanding into a full financial ecosystem with upcoming tools for AI-powered bookkeeping, equity compensation tracking, and rental property management scheduled for release throughout 2025.
Pros & Cons
Average turnaround time of only three days for tax returns.
Claims up to 40% savings compared to traditional tax preparation services.
Provides specialized support for complex tech equity like ISOs and RSUs.
Every return is audited by a licensed professional before filing.
Base prices are fixed but total costs depend on specific calculation complexities.
Integrated bookkeeping and RSU tracking features are not yet available until 2025.
Pricing does not explicitly mention audit defense representation.
Use Cases
Small business owners can optimize business expenses and manage multi-partner basis tracking for LLCs or S-Corps.
Tech professionals can manage complex equity compensation including ISO and ESPP bargain element calculations.
Real estate investors can automate depreciation tracking and receive guidance on 1031 property exchanges.
Freelancers can access quarterly tax planning and home office deduction assistance to manage 1099 income.
W-2 employees with single income sources can quickly file state and federal returns through a digital portal.
Platform
Task
Features
• quarterly tax planning
• digital document storage
• flat-rate pricing
• multi-partner basis tracking
• state and federal filing
• private client portal
• ai-powered deduction analysis
• licensed human expert review
FAQs
How long does the tax preparation process take?
On average, the turnaround time for a completed return is three days. The process involves answering a few questions and uploading documents, with the expert team typically finishing within a week.
Is my sensitive financial information secure on this platform?
Yes, UnitedTax.AI uses bank-level encryption and security protocols to protect information. It includes a private client portal for secure document uploads and digital storage.
Do I get to speak with a human or is it just AI?
Every tax return is reviewed by a licensed tax professional before filing to ensure accuracy. You can also schedule a 15-minute call to discuss your tax situation before getting started.
Does the service support business entities like S Corps or LLCs?
The Business plan is specifically designed for LLCs, S-Corps, and C-Corps. It includes specialized features like multi-partner basis tracking and entity-specific tax strategies.
What happens after my tax return is prepared?
Once your return is ready, you review it through the digital portal. After you sign electronically, the team handles the e-filing for both state and federal levels.
Pricing Plans
Personal
USD250.00 / one-time• Accurate & Fast Filing
• Maximize Your Refund
• State + Federal Included
• Support for W-2s and 1099s
• Private Client Portal
• Digital Document Storage
Business
USD550.00 / one-time• LLCs, S Corps, and C Corps support
• Business + Owner Return Discounts
• Deduction & Credit Optimization
• Quarterly Tax Planning
• Year-Round Tax Support
• Multi-Partner Basis Tracking
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
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