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Year-Round Planning, Not Just Filing

Most tax software only helps during filing season. AlphaTax works continuously throughout the year to find savings opportunities before it's too late to act on them.

Alex, Your AI Tax Assistant

Get instant, personalized answers to complex tax questions 24/7—no waiting for appointments or generic FAQ pages. Alex understands self-employment tax nuances and adapts to your situation.

Personalized Strategies with Dollar Amounts

Every recommendation shows exactly how much you could save. No vague advice—just actionable insights with real numbers.

Side-by-Side Comparisons

• Home Office: Compare simplified ($5/sq ft) vs. actual expense methods instantly
• Mileage: Compare standard rate vs. actual vehicle costs to maximize deductions
• Retirement: Model SEP-IRA, Solo 401(k), and Roth contributions side-by-side

Built to Complement, Not Replace

AlphaTax isn't another filing tool. It's the planning layer that makes your existing solution (TurboTax, H&R Block, or your CPA) work better. Plan smarter all year, export clean data when it's time to file.

Simple Pricing

One plan. $99/year. Every feature included. No upsells, no tier confusion.

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Planning vs. Filing Focus

Competitors like TurboTax and H&R Block focus on filing taxes once a year. AlphaTax focuses on planning year-round—helping you make smarter financial decisions before December 31st when it's too late to act.

AI That Actually Helps

While competitors offer basic chatbots or expensive CPA add-ons, AlphaTax includes Alex—a true AI tax assistant that understands your specific situation and provides personalized guidance 24/7 at no extra cost.

Transparent, Simple Pricing

• AlphaTax: $99/year for everything
• Competitors: $50-$400+ with constant upsells, hidden fees, and confusing tier structures

No surprise charges. No "premium" features locked behind paywalls.

Shows You the Money

Competitors give generic tips. AlphaTax shows exact dollar amounts for every recommendation—so you know precisely what each strategy is worth to your bottom line.

Works With Your Existing Setup

AlphaTax doesn't force you to switch filing providers. Use it alongside TurboTax, H&R Block, TaxAct, or your CPA. Export your organized data when filing season arrives.

Built for the Self-Employed

Most tax software treats freelancers as an afterthought. AlphaTax is designed specifically for self-employed professionals—with features like mileage optimization, home office comparisons, and quarterly estimate planning built into the core experience.

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Self-Employed Professionals

AlphaTax is built for anyone who earns income outside traditional W-2 employment and wants to keep more of what they make:

• Freelancers – Writers, designers, developers, marketers, and consultants
• Contractors – Independent professionals working on project-based engagements
• Gig Workers – Rideshare drivers, delivery couriers, and platform-based earners
• Content Creators – YouTubers, podcasters, influencers, and streamers
• Small Business Owners – Sole proprietors and single-member LLCs
• Side Hustlers – W-2 employees with additional self-employment income

Common Traits

Our users typically share these characteristics:

• File Schedule C (self-employment) on their tax returns
• Want to proactively reduce taxes, not just file compliantly
• Track business expenses like mileage, home office, equipment, and subscriptions
• Make quarterly estimated tax payments
• Value their time and prefer software over spreadsheets
• May work with a CPA but want year-round visibility into their tax situation

Not Ideal For

AlphaTax is not designed for W-2-only employees with simple tax situations, large corporations, or people seeking tax filing software. We're the planning layer—not the filing solution.

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Born from Frustration

AlphaTax started the way many tools do—out of personal frustration. The founder, like many self-employed professionals, spent countless hours drowning in spreadsheets every tax season. Working with a CPA who was great at filing returns but offered no forward-looking tax planning left a gap that needed filling.

The Spreadsheet Nightmare

Tracking income and expenses across multiple revenue streams meant hours of manual work. Exploring different tax strategies—Should I contribute more to my SEP-IRA or open a Solo 401(k)? What if I changed my business structure?—required rebuilding entire spreadsheets from scratch each time.

Copy formulas. Update cells. Cross-reference tax brackets. Pray for no calculation errors. By the time three or four scenarios were modeled, tax season was over and optimization opportunities were missed.

The Realization

Thousands of entrepreneurs, freelancers, and business owners face the same challenge: complex income structures, multiple deduction categories, and the need to plan ahead—not just file returns after the fact.

Traditional tax software focuses on filing. But what about the other 11 months of the year? What about deciding whether to make a major purchase, hire a contractor, or restructure your business?

The Solution

AlphaTax was built to automate the tedious spreadsheet work, run scenarios instantly, and help users make tax-smart decisions throughout the year—not just in April.

Our Mission

Tax planning shouldn't be reserved for the wealthy. Every self-employed professional deserves access to sophisticated optimization tools that help them keep more of what they earn.