Tax Rescue AI
For licensed CPAs and EAs

Stop doing intake.
Start closing cases.

We hand you a fully-prepped tax case with an AI-recommended strategy. You review, approve, and bill — in about 30 minutes instead of 4 hours.

Apply to join See how it works
30 min/case avg Per-case or hourly Cases routed to you

The reality

You didn't get licensed to chase bank statements.

Without us

  • • 4+ hours of PDF wrangling per case
  • • Endless email chains chasing documents
  • • Manual transaction categorization
  • • Building strategies from scratch
  • • You eat the unbilled prep time

With Tax Rescue AI

  • Open a case → see income, expenses, liability
  • AI suggests the strategy with reasoning
  • Click Accept or Modify
  • Request docs with one tap
  • Bill the case, move on

How the workflow works

From assignment to filing in one screen.

1. AI preps the case

Bank statements ingested, transactions categorized, write-offs flagged, IRS liability estimated — before you ever look at it.

2. AI recommends strategy

Installment Agreement, OIC, CNC, Penalty Abatement — with confidence level and reasoning attached.

3. You decide & file

Accept or modify the recommendation. Request missing docs in one tap. Lock the strategy. Done.

Built for CPAs

Everything you need, nothing you don't.

Pay your way

Per-case flat fee, hourly, or salary. You choose what fits.

Auto-assignment

Cases route to you based on workload caps you control.

Built-in timer

Track billable minutes per case automatically.

Secure client chat

Two-way messaging built into every case — no email chaos.

Performance dashboard

See your active cases, SLA hit-rate, and earnings at a glance.

SOC 2-ready

Bank-level encryption, RLS-isolated client data, audit logs.

Ready to actually enjoy tax work again?

Apply in under 3 minutes. We review every application personally and reply within 2 business days.

Apply to join