UnitedTax AI

TL;DR

Combines AI technology with human tax professionals for tax preparation.
Offers flat-rate, transparent pricing that is up to 40% cheaper than traditional services.
Ideal for small businesses, freelancers, real estate investors, and employees with equity compensation.
Provides a 3-day average turnaround time for tax returns.

What is UnitedTax AI

UnitedTax AI is an AI-enhanced tax preparation service that combines proprietary artificial intelligence technology with licensed human tax professionals. The platform solves the problem of costly and time-consuming tax filing by automating data analysis and rule checking, which allows its human experts to prepare returns faster, more accurately, and at a lower cost. It operates as a full-service tax preparation solution, primarily serving small businesses, freelancers, investors, and professionals with complex financial situations.

Key Features

Human Expert Review
Every tax return is prepared and reviewed by a licensed tax professional before filing, ensuring human oversight and accountability.
AI-Powered Accuracy
The platform's AI analyzes thousands of tax rules and your financial documents to maximize deductions and credits while ensuring full compliance.
Transparent Flat-Rate Pricing
Offers a clear, upfront pricing model based on your needs, eliminating hidden fees and surprise costs common with traditional accounting firms.
Secure Platform
Utilizes bank-level encryption and security protocols to protect sensitive financial information and documents uploaded to the private client portal.
Streamlined Workflow
A simple three-step process allows users to get started in minutes: upload documents, let the team prepare the return, and then review and e-file.

Who is UnitedTax AI for?

Small Business Owners: Specifically owners of LLCs and S Corps who require support for business expense optimization and entity-specific tax strategies.
Real Estate Investors: Individuals who need expert handling of rental properties, depreciation schedules, and 1031 exchange guidance.
Equity Comp Employees: Tech professionals and employees with complex equity compensation like ISOs, ESPPs, and RSUs.
Freelancers & Contractors: Self-employed professionals who manage 1099 income and need assistance with quarterly tax planning and home office deductions.

Key Use Cases & Applications

Filing annual state and federal taxes for S Corps, C Corps, and LLCs.
Optimizing deductions and managing taxes for rental property income and depreciation.
Navigating the complex tax implications of Incentive Stock Options (ISOs), ESPPs, and Restricted Stock Units (RSUs).
Managing quarterly tax planning and annual filing for 1099/freelance income.

Pros

Combines AI efficiency with human expert oversight for a reliable, 'best-of-both-worlds' approach.
Transparent, flat-rate pricing model avoids surprise fees common with traditional tax prep services.
Offers specialized support for complex tax situations like equity compensation, real estate, and S Corps.
Provides significant cost savings, with an average reduction of 40% compared to traditional services.

Cons

The 'base price' model may lead to higher final costs for users with more complex tax situations.
The platform's service offering is currently limited to tax preparation; complementary financial tools for bookkeeping and RSU tracking are planned but not yet available.
While fast, the 3-day average turnaround is not a guarantee and may be subject to delays during peak tax seasons.

Pricing Info

Personal - $250/base price. Features include accurate & fast filing, state + federal included, support for W-2s & 1099s, private client portal, and digital document storage.
Business - $550/base price. Features include support for LLCs, S Corps, C Corps, business + owner return discounts, deduction & credit optimization, quarterly tax planning, and year-round tax support.

FAQs

How is UnitedTax.AI different from DIY tax software?

UnitedTax.AI is a full-service preparation platform, not a DIY tool. A human tax professional, assisted by AI, prepares your return for you. This combines expert review with AI efficiency, unlike DIY software where you are responsible for all data entry and final accuracy.

Is the price shown the final price I will pay?

The prices listed ($250 for Personal, $550 for Business) are base prices. The final cost can vary depending on the complexity of your tax situation. You can use their 'Calculate My Price' feature or schedule a call for a more precise quote.

Who is actually preparing my taxes—an AI or a person?

A team of experienced tax professionals prepares and reviews your return. They use AI technology to analyze documents and identify deductions, but every return is ultimately handled and signed off on by a human expert.

How secure is my financial information on the platform?

The platform uses bank-level encryption and robust security protocols to protect all your personal and financial information. Documents are uploaded and stored within a secure, private client portal.

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