For Real Estate Investors & Landlords

Your CPA Files Your Taxes.
Our AI Optimizes Them.

Average RE investor finds $12K-30K in missed deductions in year one. Connect your QBO, and the AI goes to work immediately.

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The Problem

CPAs charge $5K-15K/yr and still miss deductions. They file your taxes โ€” they don't optimize them.

Tax benefits are THE #1 reason people buy real estate. But most landlords leave $10K-50K/yr on the table.

Depreciation schedules are complex and often wrong. Cost segregation studies are expensive and underutilized. Entity structure optimization is rarely reviewed.

$10K-50K

left on the table every year by the average RE investor.

The Solution

AI Tax Engine connects to your QBO, scans every transaction, and finds what your CPA missed. Depreciation, entity structure, cost seg opportunities, 1031 timelines โ€” all automated.

It doesn't replace your CPA. It makes them 10x more effective by doing the analysis they don't have time for.

$12K-30K

in missed deductions found for the average client in year one.

What AI Tax Engine Does

Eight modules working together to minimize your tax burden legally and automatically.

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Auto-Categorize from QBO

Connect once, and AI categorizes every transaction. Rental income, repairs, capital improvements, professional fees โ€” all sorted automatically with deduction flags.

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Depreciation Engine

MACRS schedules for every property. Bonus depreciation tracking (168k). Cost segregation study recommendations per property with ROI calculations.

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Entity Optimizer

S-Corp election analysis showing exact savings. Holding company royalty structure modeling. Pass-through deduction (199A) eligibility per entity.

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1031 Exchange Tracker

Timeline management with deadline alerts. Replacement property identification criteria. Qualified intermediary coordination. Never miss a 45-day or 180-day window.

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Tax Savings Dashboard

"AI saved you $X this year" โ€” real numbers, not estimates. Year-over-year comparison. Per-entity breakdown. Depreciation timeline showing when each property's benefit runs out.

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Year-End Package

Auto-generates everything your CPA needs. Categorized expenses, depreciation schedules, entity summaries, deduction documentation โ€” delivered as a ready-to-file package.

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Quarterly Estimates

Never underpay or overpay estimated taxes again. Real-time income tracking calculates quarterly payments based on actual numbers, not last year's guess.

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Strategy Library

13 tax strategies ranked by savings potential for YOUR specific portfolio. Not generic advice โ€” personalized recommendations with dollar amounts attached.

The Math Speaks for Itself

The product pays for itself by finding ONE missed deduction.

Your ROI

AI Tax subscription (annual) $1,188 - $5,988
Average missed deductions found $12,000 - $30,000/yr
Tax savings at 30% effective rate $3,600 - $9,000/yr
Net savings after subscription $2,412 - $3,012/yr (Starter)
Return on subscription cost 5x - 25x ROI
One missed depreciation deduction pays for the entire year.

13 Tax Strategies โ€” Personalized to Your Portfolio

AI Tax Engine doesn't just find deductions. It ranks every strategy by savings potential for YOUR specific situation.

1

Cost Segregation

Reclassify building components to 5/7/15-year depreciation instead of 27.5 or 39 years. Accelerate deductions massively.

2

Bonus Depreciation (168k)

Take 60% bonus depreciation in 2026 on qualifying assets. The percentage phases down annually โ€” act now.

3

1031 Exchange

Defer capital gains indefinitely by exchanging into like-kind properties. AI tracks every deadline automatically.

4

Opportunity Zones

Invest in Qualified Opportunity Zones for tax deferral, reduction, and potential elimination on new gains.

5

Real Estate Professional Status

Qualify as an RE Professional to unlock unlimited passive loss deductions against active income. AI tracks your hours.

6

Entity Structure Optimization

S-Corp election, holding company royalties, pass-through entity structuring. AI models the exact savings per scenario.

7

WLP Tax Arbitrage

Tax-free cash value growth inside whole life policies plus deductible interest on policy loans. Spread optimization.

8

Travel Deductions

Property inspections, ownership meetings, and investor conferences. AI identifies deductible travel you're not claiming.

9

Home Office Deduction

Dedicated space for property management qualifies. AI calculates the optimal method โ€” simplified vs. actual expenses.

10

Pass-Through Deduction (199A)

20% QBI deduction on qualifying rental income. AI checks eligibility per entity and calculates the benefit.

11

Installment Sales

Spread capital gains over multiple tax years to stay in lower brackets. AI models the optimal payment structure.

12

Self-Directed IRA / Solo 401k

Tax-advantaged RE investing through retirement accounts. AI identifies which properties qualify and calculates contribution limits.

13

Dynasty Trust

Generational wealth transfer with estate tax elimination. AI models the long-term impact on your family's tax burden.

Pricing That Pays for Itself

Find ONE missed deduction and the subscription is free. 14-day free trial on every plan.

Starter

$99/mo
Up to 5 properties
  • QBO auto-categorization
  • Depreciation tracking (MACRS)
  • Tax savings dashboard
  • Quarterly estimate calculator
  • Year-end CPA package
  • Strategy recommendations
Start Free Trial
14-day free trial โ€” no credit card required

Enterprise

$499/mo
Unlimited properties + consulting
  • Everything in Professional
  • Unlimited properties & entities
  • Tax strategy consulting (monthly)
  • Custom entity structure review
  • Dedicated account manager
  • API access
  • White-glove onboarding
  • CPA coordination calls
Start Free Trial
14-day free trial โ€” no credit card required

Connects to Your Stack

AI Tax Engine pulls data from the tools you already use. No manual entry.

๐Ÿ“— QuickBooks Online
๐Ÿฆ Mercury
๐Ÿ  Vizion PM
๐Ÿ›ก๏ธ Insurance Command Center

Stop Overpaying the IRS

14-day free trial. Connect your QBO in 2 minutes. See your first missed deductions the same day.