Intelligent Financial Management with AI

Manage taxes, accounting, financials and audits effortlessly. Powered by intelligent automation

Partners with

An AI-powered CPA shop, built for chat.

Ask questions, upload docs, and get real deliverables—returns, projections, reconciliations, and audit artifacts—generated with tables and charts when you need them.

Taxes

Personal & corporate taxes

A chat-guided intake that turns documents and answers into a clear, CPA-ready return—with summaries and next steps.

Planning

Tax planning

Run what-if scenarios and projections with instant tables and charts for estimated payments and planning decisions.

Books

Bookkeeping

Automated categorization, reconciliations, and month-end close—plus on-demand P&L and balance sheet views from chat.

Audit

IT audit services

Audit-ready checklists, evidence requests, and control tracking for ITGC-style engagements, all managed in one thread.

Personal & corporate taxes

A chat-guided intake that turns documents and answers into a clear, CPA-ready return—with summaries and next steps.

Tax planning

Run what-if scenarios and projections with instant tables and charts for estimated payments and planning decisions.

Bookkeeping

Automated categorization, reconciliations, and month-end close—plus on-demand P&L and balance sheet views from chat.

IT audit services

Audit-ready checklists, evidence requests, and control tracking for ITGC-style engagements, all managed in one thread.

Seasonal highlights.

We shift what we spotlight throughout the year. Right now we’re focused on tax capabilities—filing, estimates, and extensions.

Tax season

Chat-driven intake and CPA-ready returns for personal and business.

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

Quarterly estimates

Scenario-based projections with tables and charts.

Get estimated payments, due dates, and planning guidance generated directly from your conversation.

Extensions & notices

Deadlines, extensions, and responses tracked end-to-end.

Keep everything in a single thread—extension prep, missing items, and notices—with a clear status trail.

Chat-driven intake and CPA-ready returns for personal and business.

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

Scenario-based projections with tables and charts.

Get estimated payments, due dates, and planning guidance generated directly from your conversation.

Deadlines, extensions, and responses tracked end-to-end.

Keep everything in a single thread—extension prep, missing items, and notices—with a clear status trail.

Try taxes with AI

Start a chat-based tax intake for personal or business returns—upload documents, answer questions, and get a CPA-ready summary.

Start 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.

Meet the crew

Each specialist owns a long-term lane—returns, planning, books, and audit—so the work stays consistent season after season.

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

Personal Tax Filing

Prices below include Federal + Illinois, 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 + IL)
PDF copy of filed return + summary

Good fit for

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

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

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)

FAQ

Quick answers before you start intake.

Do these prices include Illinois?

Yes — personal pricing includes Federal + Illinois. Additional states are priced as add-ons.

Will my price change after I start?

We confirm your total price after intake and before preparation. If your situation requires add-ons or a higher tier, we’ll tell you upfront.

Can we do this remotely?

Yes. Most clients complete everything remotely through our secure portal. Interviews (if needed) can be remote or in-person.

Where is the office?

Oakbrook Terrace, IL. (Replace with exact address once finalized.)

Do you offer the cheapest possible filing?

If you only want the lowest price, DIY/free options may be a better fit. Our service is for clients who want CPA review, accountability, and a streamlined experience at a competitive price.