File Your Taxes with AI Confidence
Taxly is your personal AI tax concierge. Guided by voice, powered by smart document import, and built to complete IRS forms — local-first on your machine, with no accounts or telemetry.
v0.1.0 · macOS Apple Silicon (aarch64) — Windows & Linux coming soon
Prior-year return imported
W-2 from employer
1099-INT interest income
1099-DIV dividend income
Schedule C — self-employment
Mortgage interest (1098)
Alex: I found a 1099-DIV in your Downloads folder. Import it?
$0
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Features
Everything you need to file with confidence
From document import to completed IRS forms, Taxly handles the entire tax-filing workflow — with AI doing the heavy lifting.
Voice-Guided Prep
Talk to Alex, your AI tax advisor powered by Gemini 3.1 Live. Real-time bidirectional audio — ask questions, confirm documents, get explanations, all hands-free.
Smart Document Import
3-tier parsing: AcroForm field extraction → text parsing → OCR fallback. Handles password-protected PDFs. Extracts every field from W-2s, 1099s, and 1098s automatically.
Complete Tax Returns
Tax Year 2025 & 2026 Federal (35 forms, post-OBBBA Rev. Proc. 2024-40 & 2025-32) + South Carolina (SC1040 worksheet), with 8 additional state calculators in beta.
AI Tax Review
6-agent review pipeline scores your return for accuracy, compliance, and audit risk — and surfaces potential deductions and credits before you file.
AI Agent Tasks
Run read-only AI analysis over your tax documents with a full audit trail.
Local-First Privacy
Your tax files stay on your disk with no accounts or telemetry. Optional AI and voice features send data only to the provider you configure.
Dark Mode & Beautiful UI
A polished, modern interface with dark mode, keyboard shortcuts, drag-to-reorder checklists, and filing instructions on export.
How It Works
From zero to filed in four steps
Import Prior Return
Upload last year's return and Taxly extracts your filing profile automatically.
Gather Documents
Follow the AI-guided checklist. Drop documents or let agents find them for you.
Review & Complete
Walk through the 8-section wizard with a live TaxSummary panel. AI fills what it can; you verify each section.
Export & File
Generate filled IRS PDFs, get step-by-step filing instructions, and export for your tax professional.
Tax Engine
35 Federal Forms + SC1040 Worksheet. Zero Compromises.
Tax Year 2025 & 2026 Federal (35 forms, post-OBBBA Rev. Proc. 2024-40 & 2025-32 — SALT cap $40K, CTC $2,200) + South Carolina (SC1040 worksheet), plus 8 additional state calculators in beta.
| Form | Description |
|---|---|
| Form 1040 | Federal income tax return (Tax Year 2025 & 2026) |
| Form 1040-ES | Estimated tax payments & safe-harbor calculator |
| Form 1040-V | Payment voucher & filing instructions |
| Form 1040-X | Amended U.S. individual income tax return |
| Form 1099-R | Distributions from pensions, annuities, IRAs |
| Form 2441 | Child and Dependent Care Expenses |
| Form 4562 | Depreciation and Amortization (§179 & MACRS) |
| Form 4797 | Sales of Business Property (§1231 / §1245 / §1250) |
| Form 5695 | Residential Energy Credits (§25D & §25C) |
| Form 6251 | Alternative Minimum Tax (AMT) |
| Form 8582 | Passive Activity Loss Limitations (§469) |
| Form 8829 | Expenses for Business Use of Your Home |
| Form 8863 | Education Credits (AOTC & Lifetime Learning) |
| Form 8889 | Health Savings Accounts (HSAs) |
| Form 8936 | Clean Vehicle Credits (§30D, §25E, §45W) |
| Form 8949 | Sales and Other Dispositions of Capital Assets |
| Form 8959 | Additional Medicare Tax |
| Form 8960 | Net Investment Income Tax (NIIT) |
| Form 8962 | Premium Tax Credit (ACA reconciliation) |
| Form 8995 | Qualified Business Income (QBI) Deduction (§199A) |
| Schedule 1 | Additional Income and Adjustments to Income |
| Schedule 2 | Additional Taxes |
| Schedule 3 | Additional Credits and Payments |
| Schedule 8812 | Credits for Qualifying Children and Other Dependents |
| Schedule A | Itemized Deductions (post-OBBBA $40K SALT cap, medical, mortgage, charity) |
| Schedule B | Interest and Ordinary Dividends |
| Schedule C | Profit or Loss From Business (Sole Proprietorship) |
| Schedule D | Capital Gains and Losses |
| Schedule E | Supplemental Income and Loss (Rental Real Estate) |
| Schedule H | Household Employment Taxes (Nanny Tax) |
| Schedule K-1 | Pass-Through Entity Income (Forms 1065 & 1120-S) |
| Schedule R | Credit for the Elderly or the Disabled |
| Schedule SE | Self-Employment Tax |
| Earned Income Credit | Earned Income Tax Credit (EITC) Worksheet |
| QD / Cap Gains Worksheet | Qualified Dividends and Capital Gain Tax Worksheet |
| SC1040 (Supported State) | South Carolina Individual Income Tax Worksheet (supported resident state) |
| 8 State Calculators (Beta) | PA-40, IL-1040, NC D-400, CA 540, NY IT-201, MA Form 1, NJ-1040, VA-760 (beta reference calculators) |
Submission Workflow
3 Ways to File & Submit
Taxly computes your complete return locally on your Mac and gives you three friction-free ways to finish filing.
Free E-File Companion
1-click line-by-line copy into IRS Direct File (directfile.irs.gov) or IRS Free File / FreeTaxUSA in under 3 minutes — combining local AI prep with official electronic transmission.
Filled IRS PDF Packet
13 pre-bundled federal IRS forms (Form 1040, Schedules 1–3, A, B, C, D, E, SE, 8812, 8889, 8962) filled locally on your disk as a Draft / Review & Print Packet.
CPA Ready Packet
Export a structured folder with PII-redacted workpapers, reconciled document checklist, state worksheet summary, and a 6-agent review report ready for your CPA or EA.
Architecture & Privacy
Plain-Language Privacy & Data-Flow Table
No cloud accounts, no analytics telemetry, and no hidden servers. Here is every place your data touches and every network endpoint the app can contact.
| Boundary | Destination / Endpoint | What Is Sent & Protection Applied |
|---|---|---|
| 100% Local Disk | Your Mac filesystem only (no network) | All tax calculations (35 federal forms + SC1040), W-2/1099 AcroForm & OCR parsing, SQLite/JSON workpapers, and filled IRS PDF generation run 100% locally. Unredacted SSNs exist only in your local taxpayer.json and local Form-1040.pdf print file. |
| Consent-Gated Outbound AI | User-configured Anthropic API, OpenRouter, Gemini Live, or local Claude CLI | Disabled until you explicitly grant consent and configure your own API key or CLI. Before any prompt or document text leaves the app, Taxly automatically redacts SSNs (XXX-XX-XXXX), EINs, dates of birth, and bank routing/account numbers. |
| GitHub Releases / jsDelivr | api.github.com / cdn.jsdelivr.net (read-only GET) | Read-only version check for app updates and tax-rule schema updates. Sends zero taxpayer data, zero identifiers, and zero telemetry. |
Download
Download for macOS
Free, open source, and runs entirely on your machine. Download the latest release or build from source.
v0.1.0 · macOS Apple Silicon (M1/M2/M3/M4 · 6.6 MB) · Windows & Linux coming soon · MIT License
macOS Apple Silicon Installation Notes:
- Open
Taxly_0.1.0_aarch64.dmgand drag Taxly.app into/Applications. - Because this open-source build is ad-hoc signed, if macOS Gatekeeper prompts on first launch, Control-click Taxly.app → Open or clear quarantine in Terminal:
xattr -dr com.apple.quarantine /Applications/Taxly.app - SHA-256:
9609281a8bc5b90f3c4756db6f4210ac2a4217b89200c35885e3916a9c30d93e
Or build from source:
git clone https://github.com/beetz12/nex-tax.git cd nex-tax && npm install cd apps/desktop && npx tauri dev
Preview
See Taxly in Action
A polished native app experience — guided checklists, voice AI, and autonomous agents working together.
Tax Year 2025
68% doneTap to speak
Scan Downloads for 1099s
DoneExtract W-2 fields from PDF
DoneOrganize tax documents
RunningVerify Schedule C totals
QueuedGenerate Form 1040 draft
QueuedBuilt on Open Source
Taxly stands on the shoulders of proven tax engines: UsTaxes, HabuTax, OpenTaxSolver, and IRS Direct File.
Your tax files live on your machine with no accounts or telemetry; optional AI and voice features connect only to the provider you configure.
Pricing
Simple pricing
Free & Open Source
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