Deduction

What Deduction does

Deduction (legal entity Treasur, Inc.) is a Denver-based, private tax firm founded in 2025 that combines a domain-specific AI agent, Taylor, CPAI, with licensed-CPA review to prepare and file U.S. federal and state tax returns. Its core products include Taylor, CPAI (a conversational AI tax agent trained on the complete U.S. tax code and updated daily), the Vault (an encrypted document storage and client portal), The Loophole (a CPA-reviewed tax Q&A knowledge base that supports content marketing and SEO), and DeductionOS, an AI-native operating system that lets licensed CPAs and Enrolled Agents run or scale practices on Deduction's brand, AI stack, and back-office infrastructure, including a separate RIA Network for Registered Investment Advisors. The technology stack is purpose-built for tax rather than adapted from a general LLM, with every return reviewed by a licensed CPA before filing and a 100% accuracy guarantee covering interest and penalties.

Deduction makes money through annual subscriptions and partner revenue share. Consumer pricing is $499/year for individuals with complex tax situations (equity compensation, crypto, rental income, multi-state) and $999/year for simple businesses such as solo S-Corps and small Partnership LLCs, with a free tier for questions and advice that converts at filing time. The B2B revenue stream is a revenue-share arrangement under DeductionOS, in which partner CPAs and Enrolled Agents keep the majority of what they bill while Deduction retains a share covering brand, AI infrastructure, marketing, and back-office support. Distribution is self-serve web for consumers (no app required) and channel-based for professionals, with content marketing through The Loophole and comparison pages as the primary demand-generation engine.

The company is led by Co-Founder & CEO Sai Dhanak (previously scaled Latch from seed to NASDAQ and co-founded Caribu, acquired by Mattel) and Co-Founder & CTO Jonathan Kieliszak (9+ years as VP Engineering at Latch), supported by COO Casey Epton, CPA, Tax Director Matthew Miedona, CPA, and a founding AI engineer from Gusto and Vouch Insurance. Deduction closed a $2.8M pre-seed in November 2025 led by One Way Ventures and Creator Ventures, launched Taylor, CPAI for the 2026 tax season, and expanded in March 2026 through the Farid Kanji & Associates client transition and the integration of the Mark Germer Santa Fe Office. The platform currently serves all 50 U.S. states.

Name

Deduction

Legal name

Treasur, Inc.

Website

https://deduction.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Deduction is a Denver-based AI-powered tax firm that combines its domain-specific AI agent, Taylor, CPAI, with licensed-CPA review to prepare and file U.S. federal and state returns for individual taxpayers with complex situations, while offering DeductionOS as a revenue-share platform for CPAs, Enrolled Agents, and RIAs.

Ownership category

akta.pro rank

Product category

AI-powered tax preparation and advisory services

akta.pro primary industry

Expense Management & Reimbursements Administration (BPACAIAH)

Keywords

• AI tax preparation
• Tax filing services
• CPA-reviewed returns
• Tax planning advisory
• Partner tax platform

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Annual Subscription - Personal: Primary revenue stream. $499/year includes unlimited conversations with Taylor, year-round tax planning and advice, CPA-reviewed federal and state filing, secure document storage in Vault, and 100% accuracy guarantee. Targets individuals with complex tax situations.
2. Annual Subscription - Simple Business: $999/year for solo-businesses such as S-Corp or small Partnership LLC. Includes all personal tier features plus pass-through entity support. Does not support complex businesses (multi-employee S Corps, C Corps, SMBs, startups, large enterprises).
3. DeductionOS Partner Revenue Share: Revenue-share partnership with CPAs and EAs. Partners keep majority of what they bill; Deduction takes a share to cover infrastructure (brand, marketing, AI stack, back-office). No platform fees, per-seat charges, or filing surcharges.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Deduction provides AI-powered tax preparation, filing, and year-round advisory services for U.S. individual taxpayers through Taylor, CPAI, a proprietary AI tax agent that prepares federal and state returns with mandatory review by licensed CPAs. The company also operates DeductionOS, an AI-native partner platform that enables licensed CPAs, Enrolled Agents, and Registered Investment Advisors to deliver tax services under Deduction's brand and infrastructure on revenue-share terms.

Product overview

Deduction offers an AI-powered tax preparation and advisory platform centered on Taylor, CPAI, described as the first AI tax accountant (CPAI). The core consumer product combines Taylor's AI capabilities — which handles document organization, tax analysis, deduction identification, and return preparation — with licensed CPA oversight for every filing. Supporting the core product are The Vault (encrypted document storage and client portal) and The Loophole (a searchable library of CPA-reviewed tax Q&A). Deduction also operates two partner platforms: DeductionOS, an AI-native operating system for CPAs and Enrolled Agents to run or scale tax practices; and the DeductionOS RIA Network, which lets Registered Investment Advisors offer integrated tax services to their clients. All platforms are powered by the same underlying AI infrastructure centered on Taylor, CPAI.

Differentiator

Problem solved

Functional benefit

Brands

• Taylor, CPAI: AI tax agent (CPAI) that handles tax preparation, planning, document organization, deduction identification, and tax advice with human CPA verification

Products and services

• Taylor, CPAI An AI-powered autonomous tax accountant that answers tax questions, organizes documents, identifies deductions and credits, optimizes tax strategy, and prepares complete federal and state tax returns for individual U.S. taxpayers. Communicates via email, chat, and phone in plain English. Every return is reviewed and filed by a licensed CPA.
• The Vault A secure personal document storage portal within Deduction where users upload and store tax documents, financial records, and sensitive files. Features enterprise-grade encryption, bank-grade security, and IRS-recommended protection. Users can chat directly with Taylor, CPAI from within the Vault.
• DeductionOS An AI-native operating system and partner network for licensed CPAs and Enrolled Agents to build or grow tax practices. Provides brand, marketing, AI tech stack, and centralized back-office operations including client communication, document intake, tax prep, billing, and QA/compliance. Partners operate under Deduction's brand on revenue-share terms.
• DeductionOS RIA Network A partner program for Registered Investment Advisors (RIAs) to offer full tax preparation, planning, and filing services to their clients through Deduction's platform, powered by Taylor, CPAI and backed by Deduction's licensed CPAs. Enables RIAs to integrate tax services into advisory practices without building out a tax practice.

Quantifiable outcome

• Expert advice and filing in half the time for a fraction of the price of an accountant
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Farid Kanji & AssociatescoreStrategic or Co-development Partner · 1 March 2026Farid Kanji & Associates partnered with Deduction, transitioning their client services to Deduction's platform and CPA team. The firm is not closing but providing long-term continuity with expanded support. Farid and Aleem continue to support Deduction's CPAs.
• Mark Germer Santa Fe OfficeminorStrategic or Co-development Partner · 1 March 2026Acquisition/partner relationship with Mark Germer Santa Fe Office, integrating their practice into Deduction's network with Brintha Nathan serving as Tax Administrator.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• H&R Block: Large DIY and assisted tax preparation provider with national retail footprint and AI-enabled online products. Comparable on consumer tax filing, including complex individual situations and CPA-assisted offerings (H&R Block Premium).
• Intuit TurboTax: Dominant consumer and small-business tax preparation software with hundreds of millions of users, now layering in AI assistants (Intuit Assist). Directly comparable as the primary incumbent Deduction positions against in its comparison content; broader portfolio (QuickBooks, Credit Karma) gives it scale, brand trust, and pricing power.
• Gusto: Cloud-based payroll, HR, and benefits platform that has expanded into tax filing and financial services for small businesses. Comparable as a broader fintech incumbent leveraging AI; Deduction's Founding AI Engineer previously built AI platforms at Gusto.

Direct peers

• TaxAct: Direct-to-consumer tax preparation software offering DIY and professional-assist tiers across federal and state filings. Comparable as a mid-tier alternative to TurboTax for cost-conscious filers with moderate complexity.
• FlyFin: AI-driven tax preparation platform with CPA support focused on self-employed individuals and small businesses. Closely comparable on AI+CPA hybrid model, subscription pricing, and target segment of complex individual/small-business tax filers.
• Keeper Tax: AI-powered tax filing service originally targeting gig workers and freelancers, now expanding to W-2 and investor scenarios. Closely comparable on AI-first consumer tax positioning, target customer overlap (side-income earners), and subscription pricing model.

Emerging players

• Pilot: Tech-enabled bookkeeping and tax service for startups, small businesses, and investors. Comparable on combining AI/software with licensed accountant oversight for complex business and high-earner tax situations — a segment Deduction explicitly excludes today.
• Botkeeper: AI-powered bookkeeping and accounting platform combining automation with human accountants for SMBs. Comparable on the AI-plus-human-accountant hybrid model for financial services, though focused on bookkeeping rather than tax preparation.
• Column Tax: Tax preparation platform for CPAs and tax professionals, providing modern software infrastructure to replace legacy professional tax software. Directly comparable to DeductionOS as a platform play targeting licensed tax practitioners with technology-forward workflows.
• April (formerly April Tax Solutions): AI-native tax preparation startup targeting consumers with conversational/LLM-driven filing flows. Comparable as an early-stage AI-first competitor with overlapping value proposition around simplified, conversational tax experience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/SaiDhanak
• LinkedInlinkedin.com/company/deduction-com/jobs

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds1 record

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Deduction