TaxGlobal

TL;DR

AI-powered platform that matches you with qualified tax and accounting professionals.
Features an AI tax assistant named Taby for instant answers to tax questions.
Ideal for individuals, freelancers, and SMB owners seeking professional tax help or a reliable self-filing solution.

What is TaxGlobal

TaxGlobal is an AI-powered online platform designed to simplify tax and accounting processes. It addresses the challenge of finding a suitable tax professional by using proprietary AI technology to create personalized matches between users and qualified CPAs or accounting firms. Functioning as an AI Tax Assistant and professional matchmaking service, TaxGlobal offers tools for both those who want their taxes done by an expert and those who prefer to self-file, all within a single, streamlined ecosystem.

Key Features

Personalized Matchmaking: Leverages AI to connect individuals and businesses with the right CPA or tax firm based on their specific needs, saving time and effort in the search process.
Taby (AI Tax Buddy): An integrated AI assistant that provides immediate answers to tax-related questions, complete with citations from verified sources for reliable information.
Secure Service Portal: A centralized and secure online portal where users can upload and sign documents, and receive real-time status updates directly from their matched service provider.
Resource Center: Offers a collection of free tax tools, calculators, articles, and updates to help users stay informed and make financially astute decisions.

Who is TaxGlobal for?

Small to Medium-sized Business (SMB) Owners
Employees and Investors
Freelancers and Gig Economy Workers
Students

Key Use Cases & Applications

Finding and hiring a vetted CPA for personal or business tax preparation.
Using the Taby AI assistant to get quick answers to tax questions without a full consultation.
Self-filing federal and one state tax return with the added security of audit protection.
Securely managing and exchanging tax documents with a financial professional.

Pros

Fast and efficient AI-powered matchmaking saves time finding a qualified CPA.
Taby AI provides instant, sourced answers to tax questions.
Offers both professional tax preparation and an affordable self-filing option.
Secure portal for streamlined communication and document exchange.

Cons

May be less useful for users who already have an established relationship with a tax professional.

Pricing Info

Taby Subscription + Free Tax Filing: For $199.99/year, this plan includes access to the Taby AI assistant and a free tax return prepared by a professional.
Self-Filing: For a one-time fee of $29.99, you can file your federal and one state tax return yourself. This plan also includes 3 years of audit protection.

FAQs

What is Taby and how does it work?

Taby is TaxGlobal's AI-powered tax assistant. It's designed to provide instant answers to your tax questions by referencing verified and cited sources, giving you quick and reliable information.

Does TaxGlobal do my taxes for me?

TaxGlobal is a platform that connects you with a human tax professional who will do your taxes. While it uses AI for matchmaking and quick questions (Taby), the actual tax preparation service is performed by a qualified CPA.

What is the difference between the two main offers?

The primary difference is service type. The '$199.99/year' Taby subscription gets your taxes done by a professional for free. The '$29.99' option is a do-it-yourself (DIY) self-filing service for your federal and one state return.

How does the platform ensure my documents are secure?

TaxGlobal provides a secure online service portal for all users. This portal allows for encrypted uploading, signing, and sharing of important documents, ensuring your sensitive financial information remains protected.

Still have questions? We're here to help!