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Keeper: Tax Filing & Expenses

Complex taxes demand more. Keeper doesn't just crunch numbers; it delivers financial control and peace of mind.

Key Figures

Downloads

750k+

User Rating

4.8/5

Total Ratings

12.7K

Publisher

Keeper Tax Inc.

An analysis of Keeper's standout functionalities tailored for financially active individuals and businesses with intricate tax requirements.

Key Features: Keeper for Complex Tax Filers

Hybrid AI & Expert Review

The app leverages both advanced AI and human tax professionals to ensure accuracy and optimization for complex tax situations.

AI-Powered Tax Optimization

The tool proactively identifies often-missed deductions, credits, and tax-saving opportunities using AI.

Automated Expense Tracking

It allows users to securely link financial accounts for automated, year-round tracking of tax-deductible expenses.

Dedicated Expert Support

Users can access in-house tax professionals for personalized advice, return review, and ultimate sign-off.

Universal Filing & Accuracy

The platform handles filing with the IRS and all 50 states, performing extensive checks (300+) to ensure maximum credits and deductions.

Real-time Liability Forecast

It provides users with a real-time estimate of their tax liability, aiding in proactive financial planning.

Included Audit Protection

This tool features smart audit protection, providing users with added security and confidence in their tax filings.

Past Opportunity Recovery

The app allows users to upload previous tax returns to identify and recover potentially missed deductions or credits from past years.

FAQ

Frequently Asked Questions

Everything you need to know about Keeper: Tax Filing & Expenses

What is Keeper: Tax Filing & Expenses?

Keeper is an AI-powered tax filing app that combines artificial intelligence with human accountants to handle complex tax situations, ensuring optimized returns and maximum tax savings.

Does Keeper handle self-employment or freelance taxes?

Yes, Keeper manages complex tax situations including self-employment and freelance income, S-Corps, rental properties, K-1s, investments, and stock options.

How does Keeper help find tax deductions?

Keeper identifies deductions, credits, and tax-saving opportunities by allowing secure bank/credit card connections to track expenses year-round and uploading prior year returns.

Can I get expert guidance with Keeper: Tax Filing & Expenses?

Yes, Keeper provides expert-led guidance and support from in-house tax professionals, including video calls and 24/7 instant answers from an AI tax assistant.

Is Keeper: Tax Filing & Expenses secure for my financial data?

Yes, Keeper secures your sensitive personal information with SSL 256-bit encryption. It does not store online banking credentials or sell user data.

Does Keeper offer an accuracy guarantee for tax returns?

Yes, Keeper offers a 100% Accuracy guarantee, with human accountants reviewing every detail before filing to ensure your tax return is optimized.

Can Keeper file taxes for all 50 states?

Yes, Keeper allows users to file their taxes with the IRS and all 50 states directly from their phone or computer.

What is the success rate of IRS e-filing with Keeper?

Keeper has a 99.9% IRS e-file success rate, ensuring confidence when filing your taxes.

How many deductions can Keeper find?

Keeper's AI identifies numerous deductions. For instance, a bank scan in a screenshot shows 168 deductions found, categorized by type.

Does Keeper protect against tax audits?

Yes, Keeper includes smart audit protection with its tax filing services, helping users file with confidence.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Keeper: Tax Filing & Expenses - This tool offers an intuitive, modern design and is powered by AI, ensuring users can file complex taxes with confidence. — This tool offers an intuitive, modern design and is powered by AI, ensuring users can file complex taxes with confidence.
Confident Tax Filing

Keeper: Tax Filing & Expenses - The app leverages AI to automatically scan transactions, identifying numerous deductions like supplies and business meals in a clear, categorized list. — The app leverages AI to automatically scan transactions, identifying numerous deductions like supplies and business meals in a clear, categorized list.
Smart Deduction Discovery

Keeper: Tax Filing & Expenses - This platform ensures expert-reviewed returns, featuring a detailed tax pro review checklist and the assurance of a human accountant's sign-off for accuracy. — This platform ensures expert-reviewed returns, featuring a detailed tax pro review checklist and the assurance of a human accountant's sign-off for accuracy.
Professional Return Review

Keeper: Tax Filing & Expenses - Users can receive instant answers to complex tax questions through the app's interactive chat interface, powered by an AI tax assistant providing clear explanations. — Users can receive instant answers to complex tax questions through the app's interactive chat interface, powered by an AI tax assistant providing clear explanations.
Instant Expert Advice

Keeper: Tax Filing & Expenses - The app helps users stay organized year-round by displaying a real-time estimated tax refund and categorizing individual expense transactions for easy tracking. — The app helps users stay organized year-round by displaying a real-time estimated tax refund and categorizing individual expense transactions for easy tracking.
Year-Round Financial Clarity

Description

For those who’ve outgrown traditional DIY tax filing software, there’s Keeper. Keeper combines AI and human accountants to handle the most complex tax situations -- from self-employment and freelance income, S-Corps, rental properties, K-1s, investments, stock options, and more. Our smart tax platform ensures your tax return is optimized with 100% accuracy, so you capture every deduction, credit, and tax-saving opportunity possible. Intelligent tax prep: Identify deductions, credits, and other tax-saving opportunities that traditional tax filing software misses. - Upload a prior year return to uncover missed opportunities - Connect your banks or credit cards securely to track tax deductible expenses year-round - Get a real-time estimate of your tax liability Expert-led guidance & support: Our in-house tax pros are here to advise, review, and sign off on every tax return. - Book a video call with your dedicated tax expert - Get instant answers 24/7 with our AI tax assistant trained on tax law File your taxes with confidence: Our powerful tax software does the heavy lifting to prep your return and uncover maximum tax savings. Then, human accountants review every detail before filing. - File from your phone or computer - File with the IRS and all 50 states - 300+ checks to make sure you get every credit & deduction - Smart audit protection included Keeper is secured using SSL 256-bit encryption— the same security protocol banks use — to ensure that your sensitive personal information is fully protected and securely stored. Keeper does not store your online banking credentials, or sell your information to anyone. TERMS OF USE: https://www.keepertax.com/terms PRIVACY POLICY: https://www.keepertax.com/privacy