ZeroTax Pro

How it works

Two journeys. One loop.

The taxpayer

  1. 01

    Start onboarding

    Share basic details and upload documents securely.

  2. 02

    AI prepares the return

    Your documents are organized and the return is drafted.

  3. 03

    A licensed CPA reviews

    A ZeroTax Pro firm reviews, signs and files. The return costs you nothing.

  4. 04

    Optional: planning

    If your return shows planning opportunities, the firm may offer a paid advisory conversation. No obligation.

The CPA firm

  1. 01

    Get matched clients

    New taxpayers arrive already onboarded, acquisition funded by ZeroTax.

  2. 02

    Review AI-prepared returns

    Spend your hours on review, not data entry.

  3. 03

    See flagged opportunities

    The AI flags returns that may qualify for planning.

  4. 04

    Advise year-round

    Evaluate, model and implement strategies for the clients who want a plan.

Apply as a firmGet my return prepared free

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.