Meet TaxAlly — Your Friendly AI Tax Assistant!

Whether you’re just starting out or you’ve filed thousands of returns, TaxAlly makes tax prep easier, clearer, and more confident than ever before. Think of it like a patient, smart school teacher — but for taxes!

TaxAlly Basic is perfect for beginners and learners who want simple, easy-to-understand explanations of forms, credits, and state tax rules — all explained with real-life examples and helpful visuals.

TaxAlly Pro is built for serious pros — with document analysis, IRS letter decoding, client memo tools, and smart checklists that make office work a breeze.

Say goodbye to confusion.
Say hello to smart, friendly tax help.
Try TaxAlly today — the assistant every tax preparer wishes they had!

TaxAlly features at a glance

✅ Simple Tax Explanations
Covers common IRS terms, credits, deductions, and forms (like W-2, 1040, Schedule C) in easy-to-understand language.

✅ Beginner & Intermediate Support
Adapts answers based on user skill level — perfect for new preparers, students, and those studying for certification.

✅ 50-State Tax Guidance (Basic)
Provides general guidance across all U.S. states — no deep dives, just clear overviews.

✅ Visual Summaries on Request
Users can ask for bullet-point breakdowns or friendly visuals to make learning easier.

✅ Real-World Examples & Analogies
Explains tax topics using scenarios like part-time jobs, chores, or small businesses (like lemonade stands!).

✅ Basic Flashcards & Quizzes
Users can quiz themselves on definitions, credits, and core tax knowledge — great for test prep.

✅ Friendly Teaching Tone
Talks like a patient, smart schoolteacher — no complex legal talk, no overwhelming answers.by into something more. Or maybe you have a creative project to share with the world.

✅ All the features of Basic — PLUS:

📄 Document Upload & Analysis
Upload IRS forms, letters, or PDFs and get helpful breakdowns, explanations, and next steps — instantly.

📬 IRS Letter Decoder
Confused by a CP, 4883C, or 5071C notice? TaxAlly Pro translates it into plain language and explains what to do next.

📝 Client Memo Generator
Create clear, professional summaries or letters for your clients based on their situation or uploaded documents.

📋 Client Intake Checklist Tool
Build personalized checklists to help clients gather all the right documents — saves time and prevents errors.

📌 Bookmark & Save Notes
Save and revisit answers, summaries, and generated content for future use or documentation.

🌎 U.S. Territories & Expat Guidance
Expanded support for filers in Puerto Rico, Guam, American Samoa, and U.S. citizens abroad.

🧠 Advanced Quizzes & Visuals
Get access to scenario-based questions, deeper logic explanations, and visual guides for complex topics.

🚀 Pro-Level Learning & Training
Designed with EROs, Enrolled Agents, and firm owners in mind — perfect for real-world prep and team training.

TaxAlly Pro – Features Overview

FAQs

  • TaxAlly is an AI-powered assistant that helps tax preparers, EROs, and Enrolled Agents understand IRS forms, terms, deductions, and more — using everyday examples and a simple, easy-to-follow tone.

  • Anyone learning or working in tax prep! Whether you're a beginner studying for certification or a seasoned pro needing quick refreshers, TaxAlly adjusts to your skill level and gives answers in plain English.

  • Unlike search engines that give you a wall of links or confusing IRS jargon, TaxAlly gives you straight answers — explained like a patient teacher. You get:

    Personalized, skill-level responses

    Clear examples (like lemonade stands or part-time jobs)

    Federal and state-level guidance in one place

    No guessing which link is right — just ask, and TaxAlly explains it

    It’s like having a tax-savvy tutor in your pocket, 24/7. 🧠💬

  • Basic covers foundational topics — perfect for learners who want explanations of IRS forms, credits, and state guidance.
    Pro includes everything in Basic plus advanced tools like:
    📄 PDF/IRS letter analysis
    📝 Client memo generation
    📋 Checklist builder
    🔐 Save & bookmark answers

  • Nope — TaxAlly gives general guidance based on IRS publications and tax rules, but it’s not a substitute for a licensed tax professional or attorney.

  • No installation needed! TaxAlly runs directly in your browser or through ChatGPT (Explore GPTs). Just subscribe, log in, and start asking your questions.