How it works Features Pricing FAQ Join Private Beta →
US Freelancers Only

AI bookkeeping for
US freelancers with
1099 income

Connect your bank, auto-categorize expenses, estimate quarterly taxes, and stay tax-ready without spreadsheets.

Built for freelancers, consultants, creators, and solo business owners.

TaxEase AI is not a tax advisor or CPA. We organize and prepare your financial data to save you time.
Currently onboarding a small batch of beta users.
1099s ready to send
Safe to spend · Q2 2026
$8,472
▲ 12% MoM
Starbucks
Schedule C · Meals
−$6.40
Deductible ✓
💻
AWS · Cloud
Schedule C · Office Expenses
−$34.00
Deductible ✓
🍕
Chipotle
Personal · Not deductible
−$12.80
Personal
Q2 2026 tax estimate
$2,341
AI saved you $1,280 in deductions
18 hrs saved this month
Secure bank connections via Plaid
IRS-ready expense reports
Quarterly tax estimates
Schedule C export support

Simple bookkeeping and tax tracking
for self-employed professionals.

No accounting knowledge needed. Four steps from setup to tax-ready.

Step 1
Connect your bank securely

Link your accounts safely using Plaid with read-only secure access. Bank-level encryption — your credentials are never stored.

Step 2
AI categorizes expenses

Automatically organize business expenses into IRS Schedule C buckets and identify deductible transactions — no manual sorting.

Step 3
Track taxes in real time

See your quarterly tax estimates and safe-to-spend balance updated instantly as new transactions come in.

Step 4
Export tax-ready reports

Generate Schedule C-friendly reports in one click for filing or sharing directly with your CPA or TurboTax.

Real product screenshots from beta

See the product in action

Exactly what you'll see inside TaxEase AI after connecting your bank.

Transactions
May 2026 · Business Transactions
Starbucks
Schedule C · Meals & Entertainment
−$8.75
Deductible ✓
☁️
AWS · us-east-1
Schedule C · Office Expenses
−$47.20
Deductible ✓
🎨
Figma · Pro Plan
Schedule C · Software & Tools
−$15.00
Deductible ✓
🛒
Amazon
Personal · Not deductible
−$34.99
Personal
📱
AT&T · Phone Bill
Schedule C · Phone & Internet
−$65.00
Deductible ✓
Tax Dashboard
Q2 2026 Overview
Safe to spend
$8,472
Tax owed est.
$2,341
Total income
$14,200
Deductions
$3,387
Q2 Quarterly Tax Reserve 61% saved
Next quarterly due — Sep 15
$2,341
Deductions
Top Deductions · May 2026
💻
Software & Tools
Figma, Notion, Linear, Slack
$127.00
☁️
Cloud & Hosting
AWS, Vercel, Supabase
$94.30
📱
Phone & Internet
AT&T, Comcast Business
$130.00
Meals & Entertainment
Client meetings, coffee
$48.50
Total deductions this month
$399.80
Safe-to-Spend
What you can safely spend
Available Q2 Balance
$8,472
After taxes & pending expenses
💰
Gross Income
$14,200
📋
Tax Reserve (set aside)
−$2,341
🧾
Business Expenses
−$3,387
Safe to Spend
$8,472
1099 Summary
1099-NEC Income · 2026
Total 1099 income
$68,400
Clients
4
🏢
Acme Design Co.
1099-NEC · Ready to send
$24,000
🏢
Summit Agency LLC
1099-NEC · Ready to send
$18,500
🏢
TechBridge Inc.
1099-NEC · Draft
$25,900
Swipe to see more

From messy finances
to tax-ready clarity

No bookkeeping knowledge needed. Connect your bank once and let AI do the rest.

Step 01
Connect your banks

Securely link your US bank accounts via Plaid. Bank-level encryption. No credentials stored.

Step 02
AI categorizes everything

Transactions are automatically sorted into IRS Schedule C buckets. Business vs. personal, clearly separated.

Step 03
Know your numbers

See your quarterly tax estimate, safe-to-spend balance, and a running list of deductible expenses in real time.

Step 04
Snap receipts

Upload a photo of any receipt. AI reads and categorizes it instantly, no manual entry required.

Step 05
Generate 1099s

Prepare IRS-ready 1099-NEC forms for contractors in a single click, ready for you or your accountant to file.

Step 06
Export & relax

Download your Schedule C report or CSV. Hand it to your accountant or import directly into TurboTax.

Everything a US freelancer actually needs

Five focused tools that remove the financial chaos of being self-employed.

Plaid Bank Connection

Connect all your US bank accounts securely in seconds. Transactions sync automatically, so your books stay current without any manual work.

AI Expense Categorization

Every transaction is automatically sorted into the correct IRS Schedule C category. Business and personal expenses, cleanly separated.

Quarterly Tax Estimates

See exactly how much you owe in quarterly estimated taxes based on your actual income and deductions — updated in real time.

Safe-to-Spend Dashboard

One clear number: how much you can actually spend this quarter after taxes and deductible expenses are accounted for.

Schedule C Export

One-click export of tax-ready Schedule C reports and CSV files your accountant or TurboTax can use directly.

Sound familiar?

These are the real problems TaxEase AI is built to solve.

😩

"I always ignore bookkeeping until tax season, and then it turns into a weeks-long panic."

🤷

"I never actually know how much money I owe until I meet with my accountant in April."

🏦

"My business expenses are spread across three bank accounts and a credit card. It's a mess."

💸

"I'm scared I'm missing deductions every year but I don't know enough to catch them myself."

📋

"I paid a contractor $5k this year and I still haven't figured out how to send them a 1099."

📊

"I made decent money last year but I don't actually know if I'm profitable after taxes and expenses."

Designed for modern
self-employed professionals

If you receive 1099 income in the US, TaxEase AI is built for you.

🎨
Freelancers

Track deductions automatically without touching a spreadsheet.

💼
Consultants

Stay tax-ready between client projects without hiring a bookkeeper.

📱
Creators

Manage income from multiple platforms in one clean dashboard.

🏢
Solo agency owners

Handle contractor 1099s and business expenses without an accountant.

⚙️
Contractors

Know your quarterly tax liability before the deadline surprises you.

TaxEase AI is probably
not for you if…

You only earn W2 income from an employer
You need enterprise accounting software with complex reporting
You already work with a full-time CPA or dedicated bookkeeper
You run multi-entity or partnership accounting operations
You need your taxes actually filed for you (we only prepare the data)

Built to remove tax anxiety
from freelancing.

"Freelancers shouldn't need spreadsheets, bookkeeping knowledge, or last-minute panic just to stay tax compliant."

We're building TaxEase AI to simplify expense tracking, quarterly taxes, and financial clarity for self-employed professionals in the US.

Most bookkeeping tools are built for accountants, not freelancers. They're complex, expensive, and overwhelming. TaxEase AI starts from scratch with one goal: make staying tax-ready feel effortless for people who are already busy running their own business.

👋
The TaxEase AI Team
Founder, TaxEase AI · info@buddhiworks.com

Simple, honest pricing

Join early access and help shape the product.

Monthly
Annual Save 20%
Starter
Solo
Just starting out. Get organised and know what you owe every quarter.
$11 /mo
Billed monthly
Get started — lock this in →
What's included
  • Plaid bank sync — 1 account
  • AI Schedule C auto-categorization
  • Safe-to-spend dashboard
  • Real-time quarterly tax estimate
  • Business vs personal expense split
  • Receipt upload + OCR — 15/month
  • Income tracker (1099-NEC view)
  • Monthly P&L summary
  • Savings bucket calculator
  • Email support
  • 1099-NEC generation
  • Schedule C PDF export
  • Mileage tracker
  • Audit defense prep
⭐ Most popular
Best value
Pro
The complete freelancer toolkit. Everything you need to run clean books all year.
$24 /mo
Billed monthly
Get started — lock this in →
Everything in Solo, plus
  • Plaid bank sync — unlimited accounts
  • Receipt upload + OCR — unlimited
  • 1099-NEC generation for all contractors
  • Schedule C PDF report — one click
  • CSV export for accountant or TurboTax
  • Mileage tracker with IRS rate calc
  • Cash flow forecast (30 / 60 / 90 day)
  • Profit-first savings buckets (auto split)
  • Smart invoicing + time tracker
  • Asset depreciation tracker
  • Quarterly tax payment reminders
  • Priority email support
  • Audit defense prep
  • Voice expense logger
  • Client portal
Power user
Full Stack
Full-time freelancer. Every feature we have, every tool, zero gaps.
$36 /mo
Billed monthly
Get started — lock this in →
Everything in Pro, plus
  • Audit defense prep + IRS flag alerts
  • Voice expense logger (speak to log)
  • Client portal — shareable read-only view
  • Accountant export package (PDF + CSV)
  • Business vs personal split AI suggestions
  • Multi-state income tracking
  • Home office deduction calculator
  • Contractor payment tracker (W-9 vault)
  • Annual tax summary report
  • Deduction opportunity alerts (AI)
  • Priority chat + email support
  • Early access to all new features

Founding member deal — first 100 waitlist signups only. Solo $9/mo · Pro $19/mo · Full Stack $29/mo (annual billing). These prices are locked for life. We will never raise them for you. No conditions, no expiry.

No credit card needed · Cancel anytime · Not a tax advisor

Frequently asked questions

Is TaxEase AI a CPA or tax advisor?
No. TaxEase AI is not a tax advisor, CPA, or attorney. We organize and prepare your financial data to save you time — we do not provide tax advice. Always consult a qualified tax professional for actual tax guidance.
How does bank connection work?
We use Plaid, the industry-standard banking integration used by Venmo, Robinhood, and thousands of fintech companies. Your bank credentials are never stored by TaxEase AI — Plaid handles authentication with bank-level encryption.
Is my financial data secure?
Yes. Data in transit is encrypted. We use Plaid for bank connections, which means your login credentials are never shared with us. We do not sell your data to third parties.
Who is TaxEase AI designed for?
US-based freelancers, consultants, creators, independent contractors, and solo business owners who receive 1099 income. If you're a W2 employee only, this product is not the right fit for you.
Will this replace TurboTax or QuickBooks?
No. TaxEase AI is not a full accounting suite and does not file your taxes. We focus on keeping your books organized and tax-ready so that when you do use TurboTax or work with an accountant, the process is fast and painless.
Can I export reports for tax filing?
Yes. You can export a one-click Schedule C report and CSV file that you can hand directly to your accountant or import into tax filing software. 1099-NEC forms are also generated and ready for filing — though you or your accountant must submit them to the IRS.
MVP launching in 4–6 weeks

Join the TaxEase AI
private beta

We're onboarding a limited number of freelancers to help shape the product. Early supporters receive lifetime launch pricing.

No spam. We'll email you from info@buddhiworks.com the moment the product is ready. Unsubscribe anytime.

Built for US freelancers

Join Private Beta