Intelligent Financial Management with AI

Power your financial decisions with AI.

Try a planning scenario Start tax intake

Licensed CPA (IL) • Industry leading IT security

Partners with

What you can do

Planning first, filing when it’s time—plus books and audit support.

Planning

Tax planning, year-round

Run what-if scenarios, estimate quarterly taxes, and stay ahead year-round.

Quarterly estimates + due dates
Scenario tables + charts
Ongoing planning support

Tax filing

CPA-ready tax returns

Upload documents, answer questions in chat, and get a clean summary with next steps for filing.

Secure intake + document upload
CPA review + e-file
Status updates in one thread

Bookkeeping

Monthly books and close

Automated categorization, reconciliations, and month-end close for clean financials.

Monthly P&L + balance sheet
Reconciliations + anomaly flags
Cleanup quoted separately

Audit

IT audit readiness

Audit-ready checklists, evidence requests, and control tracking in one thread.

Control checklists
Evidence requests + tracking
Readiness status updates

Tax planning, year-round

Run what-if scenarios, estimate quarterly taxes, and stay ahead year-round.

Quarterly estimates + due dates
Scenario tables + charts
Ongoing planning support

CPA-ready tax returns

Upload documents, answer questions in chat, and get a clean summary with next steps for filing.

Secure intake + document upload
CPA review + e-file
Status updates in one thread

Monthly books and close

Automated categorization, reconciliations, and month-end close for clean financials.

Monthly P&L + balance sheet
Reconciliations + anomaly flags
Cleanup quoted separately

IT audit readiness

Audit-ready checklists, evidence requests, and control tracking in one thread.

Control checklists
Evidence requests + tracking
Readiness status updates

What we’re focused on right now

Tax seasonQuarterly estimatesExtensions

Personal Tax Filing

Prices below include Federal + 1 state (Illinois included), CPA review, and e-file. Your final fee is confirmed after intake before we prepare and file.

1040 Verify (Async)

CPA review + e-file — no meeting required.

$99

What’s included

Secure online intake + document upload
CPA review of your inputs/documents
1 round of clarifying questions via portal/messages
E-signature + e-file (Federal + 1 state)
PDF copy of filed return + summary

Good fit for

W-2, 1099-INT/DIV, standard deduction
Simple credits and typical single-state filing (Illinois)

Multiple states, self-employment, rentals, K-1s, high-volume trades/crypto may increase price.

Start Intake

1040 Guided (Interview)

Includes a 30-minute interview (remote or in-office).

$179

What’s included

Everything in 1040 Verify
30-minute tax interview (video or Oakbrook Terrace, IL)
Live Q&A to resolve missing items quickly
Upfront recommendation of add-ons/upgrades before prep begins

Good fit for

Itemizers / homeowners
Active investing (brokerage forms)
Clients who want a human walkthrough

Start Intake

1040 Premium (Complex)

For complex personal returns — we quote upfront after intake.

$279+

What’s included

CPA prep + review + e-file
Clear, upfront quote after intake
Priority handling for complex documentation

Good fit for

Self-employment (Schedule C) or multiple 1099s
Rentals (Schedule E)
K-1s, multi-state, high-volume trades/crypto

Start Intake

AI Planning Membership (year-round)

Simple tiers with a clear path to a call for complex situations.

Planning Essentials

Async planning Q&A via portal/chat.

$199/mo

What’s included

Quarterly estimates + due dates
1 scenario pack/month (tables/charts)
If complex: book a call

Good fit for

Solo owners
W-2 + 1099s
Simple scenarios

Start Intake

Planning Plus

Includes one 30-minute call each month.

$349/mo

What’s included

Everything in Essentials
1x 30-min call/month (remote)
Priority turnaround

Good fit for

Multiple income sources
Higher planning cadence

Start Intake

Complex / high-net-worth / multi-entity: book a call for a custom quote.

Bookkeeping (starting)

Bookkeeping Starter — $299/mo (starting)

Monthly categorization + reconciliation
Monthly P&L + balance sheet
Cleanup/catch-up quoted separately

Common Add-Ons (So You Know What Changes Price)

We confirm your total price after intake before we begin preparation.

Additional state return (with 1040 Verify): +$49
Additional state return (with 1040 Guided / Premium): +$75
Self-employment (Schedule C): +$125 or upgrade to 1040 Premium (depending on complexity)
Rental property (Schedule E): +$125 per property
K-1 forms: +$75 each (beyond the first)
High-volume 1099-B / crypto: +$75–$200 (depends on volume and data quality)

Business Tax Returns

Business returns vary more due to bookkeeping quality and complexity. We provide upfront quotes after intake.

Form 1065 (Partnership): $799+
Form 1120S (S-Corporation): $799+
Form 1120 (C-Corporation): $999+
Owner Bundle (Entity + Owner 1040): $2,250+ (quoted after intake)

Meet the team behind financials.tax.

A CPA-led practice with an engineering mindset—built around chat and modern automation.

Tamur Choudary, CPA
Founder
CPA who has led AI projects at JPMorgan Chase and studied computer science and accounting at UIUC. Focused on making taxes and compliance feel as simple as messaging.
Israr Ul Haq
Engineering & Tax Operations
Brings computer and tax experience to bridge automation with real-world filings, bookkeeping, and client service.

How work gets done

These AI assistants handle repeatable workflows—returns, planning, books, and audit—so the CPA can focus on review and decisions.

Atlas
AI Assistant — Operations & Delivery
Calm under pressure and ruthless about deadlines. Atlas keeps multi-step work moving from intake to final deliverable.
Quill
AI Assistant — Returns
Meticulous, patient, and obsessed with clean workpapers. Quill turns messy documents into clear, filing-ready packages.
Nova
AI Assistant — Planning
Curious strategist who loves “what-if” questions. Nova builds projections and charts so decisions feel obvious.
Tally
AI Assistant — Bookkeeping
Quietly relentless about reconciliations. Tally flags anomalies and keeps month-end close tidy and consistent.
Sentinel
AI Assistant — IT Audit
Control-minded and evidence-hungry (in a good way). Sentinel tracks checklists, requests, and readiness status.