AI Tax Assistant

Simplify tax filing with AI-powered assistance. Get accurate deductions, maximize refunds, and streamline your tax preparation effortlessly.

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Generate Tax Checklist

Maximize Deductions

Gather Tax Documents

Estimate Tax Liability

Track Tax Deadlines

Your next hire isn’t human. These teams know.

Easy as one, two, three.

Create an AI Tax Assistant

Describe your agent

Ask Lindy what to do and watch it build your Agent in minutes.

Connect your apps

Hundreds of integrations available.

Let AI do the work

Give custom instructions to your agent, all in natural language.

Use-cases

How can Lindy's AI Tax Assistant help you?

Maximize your tax deductions automatically

Identify overlooked deductions and credits tailored to your tax profile and provide personalized recommendations; research indicates refunds can increase by up to 30%.

Reduce tax preparation time dramatically

Cut tax prep time from weeks to hours with automated data extraction and form completion, reduce paperwork, and maintain 99% accuracy in filings.

Eliminate costly tax filing errors

Identify and flag inconsistencies, missing forms, and common audit triggers before filing; verify entries against applicable federal and state tax rules and suggest corrections to help reduce the risk of penalties and audits.

Stay organized year-round

Automated expense tracking and document management that captures, categorizes, and stores receipts and statements, reducing time spent locating records and simplifying next year's tax filing.

Plan tax strategies proactively

Project tax outcomes across scenarios—salary changes, freelance income, capital gains, or retirement contributions—and estimate resulting tax owed or refund. Receive prioritized action items with estimated tax impact (adjust withholding, accelerate or defer income/expenses, increase deductible contributions, tax‑loss harvesting) and track projected liability through the year to reduce year‑end surprises.

Learn more

Learn more about creating an AI Tax Assistant

Step 1

Organize Docs

Use AI tax assistant to auto-sort W-2s, 1099s, receipts into secure, searchable categories.

Step 2

Find Deductions

AI flags eligible credits and write-offs by matching expenses to IRS rules.

Step 3

File Return

E-file confidently with guided steps, error checks, and audit-ready summaries.

Benefits

Why use an AI Tax Assistant?

Automate Document Collection and Organization

Offload the busywork of gathering tax docs. Your AI Tax Assistant fetches W‑2s and 1099s, scans receipts with OCR, renames and tags files, and organizes everything into a searchable, audit-ready hub—so nothing goes missing and prep time drops dramatically.

Effortless Expense Categorization and Deduction Discovery

Connect bank and card feeds to auto-categorize transactions and flag deductible expenses. The AI Tax Assistant surfaces eligible write-offs and credits (home office, mileage, education, childcare, energy credits) to maximize your refund with accurate, compliant deductions.

No-Manual-Entry Form Filling

Skip repetitive data entry. The AI Tax Assistant maps verified data into your 1040, Schedule C/E/SE, and state forms, imports brokerage 1099s (including cost basis), and carries forward losses and depreciation schedules to reduce typos and save hours.

Real-Time Accuracy Checks and Missing-Item Alerts

Avoid last‑minute surprises. The AI Tax Assistant validates math, cross-checks totals across forms, flags missing EINs/SSNs or unsupported claims, and notifies you of forms you likely need—preventing rejections, amendments, and penalties.

One-Click E‑File and Status Tracking

File faster with confidence. The AI Tax Assistant compiles attachments, e‑files federal and multi‑state returns, tracks refund status or payments, and stores confirmations—streamlining the end-to-end filing workflow.

Year‑Round Planning, Estimates, and Reminders

Stay ahead, effortlessly. The AI Tax Assistant schedules quarterly estimated taxes, runs withholding checkups, nudges IRA/HSA contributions, and keeps mileage and receipts organized—reducing April stress and optimizing outcomes all year.

FAQ

Frequently asked questions.

How does AI Tax Assistant organize W‑2s, 1099s, and receipts automatically for faster, stress-free tax preparation?

AI Tax Assistant automates document collection and organization by fetching W‑2s and 1099s, scanning receipts with OCR, renaming and tagging files, and auto-sorting everything into secure, searchable categories. This creates an audit-ready hub that reduces prep time and prevents missing documents.

Can AI Tax Assistant find tax deductions and credits accurately to maximize my refund (home office, mileage, childcare, education, energy credits)?

AI Tax Assistant connects to bank and card feeds to auto-categorize transactions, flags eligible write-offs and credits by matching expenses to IRS rules, and highlights opportunities like home office, mileage, education, childcare, and energy credits to help maximize refunds with accurate, compliant deductions. For complex tax situations, AI Tax Assistant should complement professional tax advice per taxpayer advocate guidance.

Is AI Tax Assistant safe and compliant with IRS e‑file security and privacy standards?

AI Tax Assistant stores documents in a secure, audit-ready workspace and supports secure workflows for compiling, e-filing, and storing confirmations. The IRS publishes e-file security and privacy standards that authorized e-file providers must follow; these standards outline encryption, authentication, and data protection expectations for safeguarding taxpayer data.

Can AI Tax Assistant e‑file federal and multi‑state returns with error checks and refund status tracking?

AI Tax Assistant compiles attachments, runs real-time accuracy checks, provides guided steps with audit-ready summaries, e‑files federal and multi‑state returns, and tracks refund status or payments—streamlining end-to-end filing. Major tax providers also offer AI-powered tax assistance, underscoring the reliability of AI-assisted e‑filing experiences.

What tax forms and filer types does AI Tax Assistant support, including W‑ 2 employees, freelancers, landlords, investors, and multi‑state filers?

Maps verified data into Form 1040, Schedules C, E, and SE and applicable state forms, imports brokerage 1099s including cost basis, carries forward losses and depreciation schedules, and supports W-2 employees, freelancers, landlords, investors, and multi-state filers.

How does AI Tax Assistant support year‑round estimated tax payments, withholding checkups, reminders, and audit readiness?

Schedules quarterly estimated tax payments, performs withholding checkups based on income and pay changes, sends reminders for IRA and HSA contribution deadlines, organizes mileage logs and scanned receipts, and runs real-time accuracy checks and missing-item alerts, improving year‑round filing preparedness and audit readiness.

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Create an AI Tax Assistant

Describe your agent

Connect your apps

Let AI do the work

How can Lindy's AI Tax Assistant help you?

Maximize your tax deductions automatically

Reduce tax preparation time dramatically

Eliminate costly tax filing errors

Stay organized year-round

Plan tax strategies proactively

Learn more about creating an AI Tax Assistant

Organize Docs

Find Deductions

File Return

Why use an AI Tax Assistant?

Automate Document Collection and Organization

Effortless Expense Categorization and Deduction Discovery

No-Manual-Entry Form Filling

Real-Time Accuracy Checks and Missing-Item Alerts

One-Click E‑File and Status Tracking

Year‑Round Planning, Estimates, and Reminders

Frequently asked questions.

How does AI Tax Assistant organize W‑2s, 1099s, and receipts automatically for faster, stress-free tax preparation?

Can AI Tax Assistant find tax deductions and credits accurately to maximize my refund (home office, mileage, childcare, education, energy credits)?

Is AI Tax Assistant safe and compliant with IRS e‑file security and privacy standards?

Can AI Tax Assistant e‑file federal and multi‑state returns with error checks and refund status tracking?

What tax forms and filer types does AI Tax Assistant support, including W‑ 2 employees, freelancers, landlords, investors, and multi‑state filers?

How does AI Tax Assistant support year‑round estimated tax payments, withholding checkups, reminders, and audit readiness?

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