KeeperTax

Keeper is a tax platform that helps individuals and small businesses prepare and file returns when your situation gets complicated. It combines AI-assisted review with a network of human tax pros so you can claim common and less-obvious deductions and credits without doing all the work yourself.

It’s a fit for people dealing with business income and multiple income types, including freelancers, W-2 employees with side work, homeowners, rental properties, investments, dependents, and S-Corps (and related scenarios like K-1s). If you want a process that includes both software checks and a professional’s final review, Keeper is built for that.

• Tax filing and planning for your current tax year, plus strategies to help reduce what you owe
• AI-assisted missed-opportunity review after you upload last year’s return
• Business deduction tracking that flags deductible expenses and helps categorize them
• Bank and credit card linking (up to 10 accounts) to pull transactions for expense detection
• Hundreds of return checks intended to catch credits and deductions before you file
• AI tax assistant for instant questions, with human experts on standby for complex issues
• Dedicated 1:1 tax pro guidance for your situation
• Professional review and e-file with IRS authorized e-File Provider coverage

Keeper covers scenarios like S-Corp elections, self-employed health insurance deduction, SEP IRA, accelerated depreciation and the Augusta rule, hired child and child tax credit, HSA and 401(k) contribution maximization, tax loss harvesting, home office and mortgage interest, dependent care FSA, and charitable contributions (among others listed in its supported coverage).

If you’re comparing tools that only do DIY prep to a service that includes expert sign-off, Keeper’s mix of AI checks and human accountant review is the core reason people choose it. It also positions itself as flat-fee subscriptions by complexity, with more support for S-Corps and partnership-level filing.