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About Deduction
What is Deduction?
Deduction is a modern tax firm that combines AI technology with licensed CPAs. Its AI assistant, Taylor, CPAI, handles organization, analysis, and communication, while human CPAs review every return and provide personalized advice. The service is designed to make expert tax help accessible and affordable for everyone, not just the wealthy.
What problem does it solve?
Traditional tax preparation is often slow, expensive, and impersonal. Deduction replaces forms and questionnaires with a conversational interface—just talk, text, or email. It provides fast answers, proactive advice, and IRS-ready filing in minutes, not weeks, at a fraction of the cost of a traditional accountant.
Who is it for?
Deduction is ideal for individuals and small business owners who want professional CPA support without the high fees or long wait times. It's also great for those with complex tax situations like stock options, rental income, or retirement contributions, who need ongoing advice throughout the year. It may not be suitable for those who prefer fully automated DIY tax software without human interaction.
Real use cases
Clients use Deduction for year-round tax planning, such as deciding when to do a backdoor Roth IRA, estimating quarterly taxes, or understanding the tax implications of startup equity. The platform also handles annual filing, from dollar-accurate estimates to IRS-ready forms, all verified by a licensed CPA.
Key features
- AI assistant Taylor, CPAI — Get instant answers and proactive tax advice via chat, email, or phone.
- Licensed CPA review — Every return is verified by a licensed CPA before filing, ensuring accuracy.
- Document vault — Securely store and share documents with bank-grade encryption; Taylor can proactively grab certain documents.
- Fast advice — Ask questions anytime without scheduling a call or waiting days for a reply.
- IRS-ready filing — From estimates to final forms in minutes, with CPA approval.
- Accuracy guarantee — In the rare event of a mistake, Deduction covers interest and penalties.
- No forms or apps — Just a conversation; no questionnaires or complex software.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
Deduction Pricing
Deduction pricing: from $499/yr (new clients).
New Client Plan
$499 per year — includes unlimited all-year CPA-reviewed advice and your annual tax filing.
Existing Client Plan
What you paid last year — same scope as new client plan.
Free to use, pay only to file.
Frequently asked questions
How much does Deduction cost?
Deduction pricing for new clients is $499 per year, which covers unlimited CPA-reviewed advice and annual filing. Existing clients pay what they paid last year.
Is Deduction free to use?
Yes, Deduction is free to use. You only pay when you file your tax return. The fee includes all-year CPA advice and filing.
Who is Deduction best for?
Deduction is best for individuals and small business owners who want professional CPA support, year-round advice, and fast filing at a reasonable price. It's particularly useful for those with complex tax situations like stock options, rental income, or retirement contributions.
What are the top alternatives to Deduction?
Alternatives include TurboTax (DIY software), H&R Block (software and human help), and traditional CPA firms. Deduction differs by combining AI with licensed CPAs at a flat annual fee, offering unlimited advice.
How does Deduction work?
You simply talk, text, or email Deduction's AI assistant, Taylor, who helps with organization and analysis. Your documents are stored in a secure Vault. A licensed CPA reviews your return and provides advice, and filing is done after CPA verification.
Is Deduction secure?
Yes, Deduction uses bank-grade and IRS-recommended security for all documents and information in your personal Vault. Your data is never shared without your permission.
