We built the financial operating system the world was promised but never received.
Sovereign AI does the heavy lifting. A licensed professional verifies every output. Together they put the strategies of the ultra-wealthy in reach of everyone — every service your financial life needs, under one roof.
Democratize every strategy the ultra-wealthy use — for everyone.
For decades, the strategies that protect and grow real wealth — entity structuring, loss harvesting, the right deductions taken at the right time — have lived behind a wall of expensive advisors. Most people never even learn they exist.
TaxosAgent takes that wall down. The same playbook the top 1% pays for, delivered by AI and verified by a licensed professional — at a price that makes it available to every person and business on earth.
A tax return is a closed arithmetic system. We trust the math first — and only ask a person to decide what actually requires judgment.
That is what makes this affordable at scale, and what keeps it honest. The machine is fast and tireless. The professional is accountable. You get both.
Machine speed. Human accountability.
The model is simple, and it is the whole difference: the AI does the work, the licensed professional answers for it, and your data never leaves your control.
Sovereign AI does the heavy lifting
Genie reads your documents, extracts the figures, runs the arithmetic, and surfaces every strategy that fits your situation — in seconds, not weeks. The intelligence is distilled from the best models on the planet and runs on infrastructure we own.
A licensed professional verifies the output
No number reaches a client unchecked. A licensed professional reviews and signs every return. AI moves fast; the human is the quality check. That pairing is the entire point — speed without the guesswork.
Your data stays yours
Raw documents are processed locally and personal identifiers are stripped before anything touches a cloud model. Every access is logged. We can show you exactly where your data lives and prove it never left where it should be.
On compliance: we operate to the standards that protect sensitive financial data — local-only document processing, encryption in transit and at rest, and a full audit trail — and we are building toward formal SOC 2 attestation as we scale.
Everything your financial life needs. One roof.
Most people stitch together a filer, a bookkeeper, an advisor, and a formation service. Here it is one system that already knows your numbers — so nothing gets re-keyed and nothing falls through the cracks.
Tax filing
W-2 returns free, forever. Schedule C, rental, capital gains, and multi-entity S-Corp and partnership returns — every federal form, all 50 states, prepared and e-filed by a licensed professional.
Bookkeeping
Connect your bank, and transactions are categorized to a proper chart of accounts with a monthly close that ties out — double-entry, P&L and balance sheet, reviewed by a licensed professional.
Financial strategy
Hundreds of strategies the upper echelon uses, evaluated against your actual numbers. Genie shows the dollar impact — and the honest downside — before you act.
Business services
Entity formation, payroll, 1099 filing, and CPA and lender letters. Start the business, run the books, and file the return without leaving the platform.
A century of combined professional experience, distilled into every answer.
Proprietary CPA AI · Completely encrypted · Strategy & planning expert
The knowledge that trained our AI comes from over a century of combined experience across tax law, financial planning, state tax authority, and entrepreneurial finance. This isn't generic software. It's the expertise of an entire professional team — built into every analysis Genie produces.
Aggressive strategy is only valuable when someone licensed will stand behind it.
Genie pursues every legal advantage the tax code allows — and then a credentialed professional reviews the position, documents the reasoning behind it, and signs the return. You get the upside of an aggressive strategist with the protection of a real professional who is accountable for the result. That is the line between bold and reckless, and we never cross it.
See what your last return left on the table.
Upload it and Genie finds the missed deductions and strategies in seconds. Free — no card, no commitment.