AI TaxPilot
Learn

Make sense of your tax

Tax is full of jargon and quiet traps. We write it down clearly — sourced from HMRC, the IRS and the research bodies — so you can make confident decisions and keep more of what you earn.

Flight plans

Watch AI TaxPilot do the whole job, end to end, in under a minute.

File a tax returnUK

File your Self Assessment

From a blank return to filed-with-HMRC in one sitting — your figures pulled in, the maths checked, the SA100 submitted.

5 steps~50 seconds
Prepare annual accountsUK

Build & file your company accounts

Turn a year of bank transactions into FRS 105 micro-entity accounts and file the iXBRL to Companies House — without a spreadsheet in sight.

5 steps~50 seconds
File a CT600UK

File your Corporation Tax (CT600)

Carry your accounts into the CT600, let us handle marginal relief and the adjustments, and file the return plus computation to HMRC.

5 steps~48 seconds
Import from HMRCUK

Connect HMRC and pre-fill everything

One secure connection pulls your tax record into AI TaxPilot — and pre-fills every calculator and wizard, with each figure tagged to its source.

4 steps~36 seconds
Find savingsUK+US

Run a Tax Health Check

A 30-second scan of your allowances and reliefs that scores your position and surfaces the savings — and the risks — you’d otherwise miss.

4 steps~34 seconds
Prep your 1040US

Get your US federal return ready

Pull in your income, run the federal, state and self-employment math, and walk away with a filing-ready 1040 summary you can e-file or hand to your preparer.

5 steps~45 seconds
Model S-CorpUS

Model the S-Corp election

See whether electing S-Corp status actually saves you money — after reasonable compensation, the QBI interaction and your state’s costs, not just the headline FICA number.

5 steps~46 seconds
Max your HSAUS

Set up & max your HSA

Check you’re eligible, find your contribution room, and use the only triple-tax-advantaged account in the US tax code the way the pros do.

4 steps~34 seconds
Send a quarterly updateUK

Submit an MTD quarterly update

Making Tax Digital means four updates a year instead of one return. We total the quarter from your bank feed and send it to HMRC in a couple of taps.

4 steps~34 seconds
Confirm at Companies HouseUK

File your confirmation statement

The yearly CS01 just confirms your company details are still correct. Synced from Companies House, it’s a two-minute job — not a tax return.

4 steps~33 seconds
Size your estimatesUS

Plan your US quarterly estimates

No employer withholding your tax? We project the year, size the four estimated payments to hit safe-harbor, and keep April from biting.

4 steps~34 seconds
Backdoor RothUS

Do a backdoor Roth IRA

Earn too much to fund a Roth directly? The backdoor route is legal and simple — but the pro-rata rule and Form 8606 trip up people who skip a step.

4 steps~34 seconds
File a VAT returnUK

Submit your VAT return

Connect HMRC for MTD VAT, build the nine boxes from your bank feed, and submit your VAT return in a couple of taps.

4 steps~34 seconds
File property incomeUK

File your property income

Bring in your rents and costs, get the finance-cost restriction right, and file your SA105 property pages with the rest of your return.

4 steps~36 seconds

Guides

The big picture, explained end to end.

Making Tax DigitalUK

Making Tax Digital for Income Tax: the complete guide

Who is in scope, the April 2026/2027/2028 timeline, quarterly updates, the Final Declaration and the new penalty regime.

11 minFiling & compliance
Self AssessmentUK

Self Assessment: the complete guide

Who must file, registration and deadlines, payments on account, the supplementary pages, penalties and the 2025-26 allowances.

12 minFiling & compliance
Corporation TaxUK

Corporation Tax & the CT600: a director's guide

Rates, marginal relief, associated companies, capital allowances, losses, R&D relief and the deadlines every limited company must hit.

12 minCompanies
Companies HouseUK

Companies House filing: accounts, confirmation statements & ECCTA

The three things every company must file, the new 2025 size thresholds, deadlines, late-filing penalties and the identity-verification changes now live.

11 minCompanies
PensionsUK

Pension tax relief & allowances: the complete guide

How relief actually reaches your pension, the £60,000 annual allowance and taper, carry forward, and life after the Lifetime Allowance.

11 minTax planning
US FederalUS

US federal income tax: a 2025–2026 guide

Brackets and the standard deduction, marginal vs effective rates, FICA, retirement accounts, capital gains and the OBBBA changes.

12 minUS tax
US RetirementUS

US retirement accounts: the complete guide

401(k), IRA, HSA and the rest — limits, phase-outs, the SECURE 2.0 super catch-up and OBBBA changes for 2026.

12 minUS tax
US InvestingUS

US capital gains: long-term, short-term, NIIT & harvesting

The 0/15/20% rates, the unindexed 3.8% NIIT, qualified dividends, the wash-sale rule and tax-loss harvesting.

11 minUS tax
US State TaxUS

US state income tax: who taxes what

The nine no-tax states, flat vs graduated rates, who actually gets to tax you, the remote-work convenience rule, and the SALT cap after the One Big Beautiful Bill.

10 minUS tax
Cross-borderUK+US

UK ↔ US tax: a cross-border guide

Citizenship-based taxation, the FEIE vs the Foreign Tax Credit, FBAR & FATCA, the PFIC and ISA traps, pensions, and how to come into compliance.

11 minCross-border

From the blog

Practical reads for real money moments.

Tax planningUK

The £100,000 tax trap

Why earning between £100,000 and £125,140 can cost you 60p in tax on every extra pound — and how to climb back out.

8 minTax planning
Tax planningUK

Salary sacrifice, explained

Swap salary for pension or an electric car and save National Insurance on top of income tax — but watch the small print.

7 minTax planning
PensionsUK

Are you leaving higher-rate pension relief unclaimed?

Relief at source only adds 20% at the pump. Higher and additional-rate taxpayers have to claim the rest — and millions never do.

6 minPensions
Life eventsUK

Buying a home: the true costs (including tax)

Stamp duty is only the start. Here is everything that lands between an accepted offer and the keys — across England, Scotland and Wales.

9 minLife events
Life eventsUK

Saving for your children's future

Junior ISAs, junior pensions and the £100 rule — how to give children a tax-free head start and avoid the traps.

8 minLife events
US InvestingUS

The HSA: the triple tax advantage explained

Deductible going in, tax-free growth, tax-free withdrawals. The most under-used account in US tax — used right, it can beat your 401(k).

7 minUS tax
US BusinessUS

S-Corp vs Sole Proprietor: when does the election save tax?

The 15.3% SE-tax saving is real — but reasonable comp, QBI and state rules can shrink or wipe it out. Here's the math.

9 minUS tax