An AI tax filing agent that gathers, finds and files.
Not another calculator. Ledger reads the 1099s, the receipts and the home-office floor plan, finds what a rushed preparer misses, and takes the return to the point of filing.
01 / What Ledger does
AI tax filing agent, end to end.
- Connects to bank feeds and inboxes to collect W-2s, 1099s and receipts
- Finds deductions by category and attaches the supporting note to each form
- Explains every number in plain English before anything is filed
- Hands off to a licensed preparer for sign-off where the law requires one
From $3,500Fixed price, scoped in writing.
21 daysRunning beside your team.
YoursCode, prompts and evals in your name.
Illustrative session · tap a question to try it
02 / How we build it
Three weeks, three steps.
Week one — scope on your data
- Your document sources and the forms you support
Week two — the agent, tested
- Deduction rules encoded with citations, tested against last year’s returns
Week three — live beside your team
- Review screen, e-file hand-off and the audit trail
Questions
01Does the agent file the return itself?
It prepares everything to the point of filing and routes the final submission through your licensed preparer or e-file provider. A human signs where the law requires it.
02Which documents can it read?
W-2, the 1099 variants, bank and card statements, receipts as photos or PDFs, and prior-year returns. Anything else is a short, priced addition.
03How is this priced?
A fixed-price build from $3,500 for a single-jurisdiction agent, scoped in writing before we start. Operations and tuning are optional after launch.
Want Ledger for your business?
Send a brief today; the scope and invoice come back the same day.