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Your tax expertise.
An AI advantage.

Refund estimates. Software guidance. Credit and deduction support.
Meet Tax Affairs AI — built to support tax professionals, from the first walkthrough to the next return.

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Tax preparation workspace in emerald green, black and metallic gold
A smarter way to support your tax workflow.For new and experienced tax professionals
Federal + state supportNew preparer friendlyAI-powered assistance
MEET YOUR TAX PREPARATION SUPPORT

More clarity.
More confidence at every step.

Get a closer look at the features behind Tax Affairs AI. Practical support for the questions that come up while preparing a return.

Federal & state
refund estimates

Explore estimated federal and state refunds based on the information entered. Support client conversations with a clearer picture of potential results.

Help set expectations

Software walkthroughs
for new preparers

Get step-by-step guidance as you learn the tax preparation workflow. Build familiarity with the process and understand what to do next.

Learn as you prepare

Federal & state
credits and deductions

Get assistance exploring credits and deductions that may apply to a client's situation, with support for understanding eligibility and what to review.

Know what to look for

Refund estimates depend on the information provided. Final results and eligibility require review by the tax preparer.

Your VIP connection starts here.

Be first in line for launch announcements, product updates, and exclusive VIP information in our Telegram community.

01Join the
VIP list
02Enter the
Telegram community
03Stay ready
for launch
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Join the Tax Affairs AI VIP list for launch announcements, product updates, and exclusive information for tax professionals. By signing up, you agree to receive VIP launch emails from DST Financial Services. Unsubscribe at any time.