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About
Keeper is a comprehensive tax filing platform designed for modern workers—freelancers, 1099 contractors, self-employed individuals, S-Corp owners, real estate investors, expats, and more. The platform blends proprietary AI technology with experienced human accountants to deliver maximum tax savings with guaranteed accuracy. At its core, Keeper's AI analyzes uploaded prior-year returns to surface missed opportunities, automatically links bank and credit card accounts (via Plaid) to flag and categorize deductible business expenses, and runs 300+ checks while preparing your return to ensure every qualifying credit and deduction is claimed. An AI tax assistant trained on thousands of pages of tax law is available for instant answers, with human experts on standby for complex questions. Every return is reviewed and signed by a credentialed tax professional (CPA or IRS Enrolled Agent) before submission, offering a 100% accuracy guarantee. Keeper also provides year-round strategic tax planning, including S-Corp elections, income deferment strategies, accelerated depreciation, the Augusta rule, tax loss harvesting, and more. With $1.2B in cumulative tax savings uncovered and 20,000+ five-star reviews, Keeper is built for anyone whose tax situation goes beyond a simple W-2.
Key Features
- AI Tax Return Analysis: Upload your prior-year return and Keeper's AI scans it to uncover missed deductions, credits, and tax-saving strategies you may have overlooked.
- Automatic Deduction Tracking: Link up to 10 bank or credit card accounts via Plaid; Keeper's patented AI algorithm automatically flags and categorizes tax-deductible business expenses throughout the year.
- AI-Powered Return Preparation with 300+ Checks: Simply upload your tax forms and Keeper's AI prepares your return while running over 300 quality checks to ensure every credit and deduction is claimed correctly.
- Instant AI Tax Assistant: An AI assistant trained on thousands of pages of tax law answers your tax questions instantly, with human expert escalation available for highly complex scenarios.
- Expert Review & Signature: Every return is reviewed and signed by a credentialed CPA or IRS Enrolled Agent before filing, backed by a 100% accuracy guarantee.
Use Cases
- A freelance graphic designer links their business bank account to automatically track software subscriptions, home office expenses, and equipment purchases as deductions throughout the year.
- An LLC owner considering an S-Corp election uses Keeper's tax pros to model projected savings and execute the election at the right income threshold.
- A real estate investor with multiple rental properties uploads their prior-year return to discover missed depreciation deductions and bonus depreciation opportunities.
- A remote worker living abroad uses Keeper's expat-focused CPAs to navigate foreign income exclusions, foreign tax credits, and FBAR requirements.
- A W-2 employee with significant stock compensation, RSUs, and side-income from consulting uses Keeper to reconcile complex income sources and avoid underpayment penalties.
Pros
- AI + Human Expertise Combination: Unique blend of powerful AI automation and certified tax professionals ensures nothing is missed while still providing personalized human guidance.
- Covers Highly Complex Tax Scenarios: Handles S-Corps, K-1s, rental properties, crypto, expat income, dependents, and multi-state situations that most consumer tax apps can't manage.
- 100% Accuracy Guarantee: Every return is expert-reviewed before submission, giving users confidence that their filing is correct and optimized.
- Year-Round Proactive Tax Planning: Dedicated tax pros provide strategic advice throughout the year—not just at filing time—helping users implement tax-saving strategies proactively.
Cons
- Primarily US-Focused: Keeper is built for US tax law and IRS compliance; it is not a solution for non-US filers or multi-country tax situations beyond US expat returns.
- May Be Overpowered for Simple Filers: Users with a straightforward single W-2 and no deductions may find Keeper's feature set more than they need, with simpler and cheaper alternatives available.
- Pricing Requires Sign-Up to Evaluate: Full pricing tiers for human expert access and filing are not prominently displayed on the landing page, requiring account creation to understand the full cost.
Frequently Asked Questions
Who is Keeper designed for?
Keeper is built for modern workers with complex tax situations, including freelancers, 1099 contractors, self-employed individuals, S-Corp owners, rental property investors, expats, retirees, and anyone with stocks, crypto, or dependents.
How does Keeper's automatic expense tracking work?
You securely link your bank and credit card accounts through Plaid. Keeper's AI then reviews your transactions year-round and automatically flags expenses that may be tax-deductible, categorizing them for you.
Is a real human accountant involved in filing my taxes?
Yes. Every return prepared on Keeper is reviewed and signed by a credentialed tax professional—either a CPA or an IRS Enrolled Agent—before it is submitted to the IRS.
What does the 100% accuracy guarantee mean?
Keeper guarantees that your return is filed correctly. If an error occurs due to Keeper's platform, the team will work to resolve it, providing peace of mind that the combination of AI and expert review eliminates surprises.
Can Keeper help me if I'm filing late or need to amend a previous return?
Yes. Keeper supports late filers up to 3 years back and also handles amended returns if mistakes were made on a previously filed return.
