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AI tax strategist

Stop overpaying. Keep more of it in the loop.

Ask a tax question in plain words and get the options, the pros and cons, a step-by-step roadmap, the forms to file and the code sections behind them. Personal, business and tax debt.

Start 3-day free trialCard required. You are not charged during the trial, then $29.99/month unless you cancel.

Ask anything, get it cited

Personal or business. Every answer names the form to file and the code section behind it, with a link to the source.

Scenario roadmaps

Lottery win, business sale, a move to another state. Options, pros and cons, numbered steps and deadlines in one plan.

Tax debt relief

Installment agreements, offers in compromise, penalty abatement and hardship status, matched to your situation.

Structure comparisons

Foundation vs. trust. LLC vs. S corp. Side by side, with a recommendation and the reason for it.

Wealth planning

Estate plans, wealth structures, and residency and citizenship paths by country, with pros, cons and who each one suits. Wealth plan.

How an answer is built

"Which state or country is the best tax haven for lottery winnings?"

  1. 01

    Premise check

    No country is a haven for a U.S. citizen: federal tax follows you worldwide. The real levers are state of residence, where the ticket was bought, and lump sum vs. annuity.

  2. 02

    Options, with pros and cons

    States with no tax on winnings, annuity timing, charitable and gifting structures, each weighed against the others.

  3. 03

    Forms and code sections

    What gets withheld, what you file and the law behind it, linked to the primary source.

  4. 04

    Pro se or professional

    A straight call on whether you can handle it yourself or need a CPA or tax attorney, and why.

Plans

Start free for 3 days, then pick a plan

A card is required to start the 3-day free trial. You are not charged during the trial. Unless you cancel before it ends, your card is charged $29.99/month when the trial ends and every month after that. Cancel any time from your Account page. The free trial covers the Standard plan. The Wealth plan has no trial and is charged when you choose it.

Standard

$29.99/month

Personal and business tax answers, plans and debt relief.

  • Cited answers to personal and business tax questions
  • Scenario roadmaps with forms, code sections and deadlines
  • Tax debt relief options
  • Structure comparisons such as foundation vs. trust

Wealth

$49/month

Turn income into structured, tax-advantaged wealth.

  • Everything in Standard
  • Real estate tax strategies: depreciation, cost segregation, 1031 exchanges and more
  • Giving and retirement income planners
  • Account planner: which tax-advantaged accounts fit you and the order to fund them
  • Wealth ladder: where you stand and your next three moves
  • Digital assets and crypto tax planning
  • Estate planning roadmaps
  • Wealth structures and strategies
  • Best residency options for your situation
  • Residency programs and citizenship paths by country, with pros, cons and examples

All payments are final. No refunds, regardless of use, including unused time and partial months, except where the law requires one.

Grounded in primary sources

Answers are researched against IRS, U.S. Code, Treasury regulation and state revenue sources at the time you ask, and the links are shown so you can check them.

Legal strategies only

Tax Loop plans within the law. It will not help hide income or assets, and it never asks for your Social Security number.

Clear about what it is

Tax Loop is an AI research tool. It is not a CPA, enrolled agent or attorney, and it tells you when your situation calls for one.