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TaxMD™ | AI-Powered Tax Planning
Tax & Financial Services
Markets served
Nationwide
Licenses, Designations or Certificates
MAcc, CPA, CFP®, PFS
About us
TaxMD™ is AI-powered tax planning software built for individuals, business owners, and real estate investors who are tired of overpaying and want a plan, not just a filing. We analyze your full financial picture and surface personalized, IRS-compliant strategies ranked by savings, from cost segregation and entity structuring to real estate professional status and 1031 exchanges. Every strategy is CPA-vetted, cited to IRS code, and comes with a step-by-step implementation plan and tracker, so nothing falls through the cracks. Upload a return and a paycheck, get your real tax position, run what-if scenarios as your life changes, and walk away with a plan you can actually execute. TaxMD™ for Professionals gives CPAs and tax firms the same planning engine to run for their own clients. We're currently in beta and building something that does tax planning like nothing else out there. Take a look at taxmd.com and see what you've been missing.
Specialties
Tax & Accounting
Tax planning & strategy
RE Professional Status
Cost Segregation
STR Loophole
1031 Exchange
Business Taxes
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