Upload your documents. Let the AI read, organize, and summarize every income source — then hand your CPA a report they can actually use. Stop paying for sorting. Start paying for advice.
No manual data entry. No spreadsheets. No sorting receipts the night before your appointment.
W-2s, 1099s, K-1s, receipts — drag and drop everything. TaxOikos reads and classifies each form automatically.
Every income source is extracted, categorized, and cross-referenced. Your AGI is calculated. Potential deductions are flagged.
Download a clean, CPA-ready PDF — organized, labeled, and ready to hand over. Your CPA charges for advice, not data entry.
If your financial life is more complicated than that, you've probably felt the gap.
W-2s, K-1s, 1099s, SSA payments — spread across a dozen forms with no unified picture of what you actually earned.
Most people leave real money on the table because they don't know what to look for. The tax code changes every year. Nobody explains it.
You're paying CPA rates for hours of organizing work that a computer should handle. They should be giving advice — not sorting your files.
If tax season feels harder than it should, TaxOikos was built for you.
Multiple 1099s, self-employment income, deductible expenses — TaxOikos makes sense of it all without a spreadsheet.
W-2 salary plus pass-through income, Schedule C expenses, and K-1 distributions — organized in one place.
Rental income, dividends, brokerage transactions, and a day job. TaxOikos connects the dots across every source.
Career change, medical year, divorce, new business, inheritance — major life events create tax complexity. We handle it.
Upload your documents, tell us your situation, and let the AI handle the complexity — so your CPA can focus on strategy, not sorting.
Upload W-2s, 1099s, K-1s, SSA statements. AI extracts every figure automatically — no manual entry, no spreadsheets.
Upload your prior return. AI compares it line-by-line against current tax rules and surfaces missed deductions and overpayments.
A clean, branded PDF with every income source organized, your AGI calculated, and deduction flags clearly marked. Ready to walk in with.
I'm a 2x cancer survivor. Between medical expenses, disability income, multiple business entities, and finances that changed every year, tax season became one of the most exhausting parts of my life. I spent years watching my CPA bill grow while I handed over a disorganized pile of documents. I built TaxOikos because I couldn't find a tool that handled real complexity — and I knew I wasn't alone.
— Todd Franzen, Founder, TaxOikos LLC · 2x Cancer Survivor · Solopreneur
Every feature in TaxOikos replaces something you'd otherwise pay for — or pay a CPA to do manually.
| Tool / Feature | Closest alternative | Typical cost | In TaxOikos |
|---|---|---|---|
|
📄 AI Document Organizer Auto-reads W-2s, 1099s, K-1s, SSA statements |
Hubdoc, Dext, or manual CPA time | $240 / yr | ✓ Included |
|
🧮 AGI Calculator Calculates adjusted gross income across all sources |
TurboTax Premium, H&R Block Deluxe | $80–$100 / yr | ✓ Included |
|
🔍 Tax Return Analyzer Reviews prior return for missed deductions & overpayments |
CPA review — 1–2 billable hours | $150–$300 | ✓ Included |
|
🧠 Financial Planner Retirement projections, net worth, estimated taxes |
YNAB, Quicken, or advisor fees | $100 / yr | ✓ Included |
|
📊 CPA-Ready PDF Reports Branded, organized report ready to hand your CPA |
Your own time — or CPA organizing hours | 2–3 hrs @ $150+/hr | ✓ Included |
| Total if purchased separately | $600–$800+ | $299 / yr | |
Early founders get the full platform, every future feature, and priority support — for life. No subscriptions, no price hikes.
✦ 15 of 25 spots remaining
Opens after Tier 1 fills
Available at launch
One email when you're in. No spam, no noise. Just early access to a tool that makes tax season less painful.