For firms
Prep is turning into a free product. Advice isn't.
AI-native platforms are giving filing away. ZeroTax Pro lets your firm give the return away too, and keep the part clients actually pay a professional for.
The problem
The old model is getting squeezed from both ends.
Prep is commoditized
Clients compare your prep fee to software that costs little or nothing.
Filing is being given away
AI-native platforms are making the return itself free to the taxpayer.
The owner base is aging
There are roughly 40,000 small US firms, many with owners nearing succession and no plan for growth.
The model
Give away the return. Sell the advice.
Taxpayers come to your firm for a free return. AI does the prep work. Your CPAs review, run the planning reports, and identify which clients may benefit from a year-round advisory relationship. The target is roughly the top 20%.
What the firm gets
- New clients, acquisition funded by ZeroTax
- AI-prepared returns ready for review
- Flags on returns that show planning opportunities
- Planning reports to run with each advisory client
What the firm does
- Reviews and signs every return
- Evaluates and models strategies for flagged clients
- Gives the advice and implements after review
- Keeps professional standards on every engagement
Educational information only. Not tax, legal, or investment advice. Strategies depend on your specific facts and are implemented only after review by a licensed professional.