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Year-End Tax Planning

Prepare a year-end tax checklist and rough estimate from your income and withholding figures.

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Year-End Tax Planning

$5.99 / month

Access to Year-End Tax Planning only.

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  • Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply.
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Use this for year-end tax planning before you file or meet with a tax preparer. List your income, withholding, estimated payments, expenses, and possible deductions, and get a checklist of tax items and questions to review. It can also calculate a rough estimate from your figures and stated assumptions. You leave with a year-end summary, review checklist, and estimate—not a filed return.

What it writes

  • Year-end income and withholding summary
  • Tax preparer questions and review checklist
  • Rough tax estimate from your figures

How to use it

In your first message, include the tax year and jurisdiction, wage and freelance income, withholding, estimated payments, retirement contributions, and any major life or business changes. State assumptions for any estimate.

This workspace provides text assistance.

What you bring

  • Tax year and country or state
  • Income, withholding, and estimated payments
  • Expenses and deduction or credit questions
  • Have your year-end income figures ready

A good fit for

  • Reviewing income and withholding before meeting your tax preparer
  • Checking possible deductions after a year with freelance income
  • Estimating your tax bill before making a year-end payment

Ways to start

A few requests this Agent can handle.

For my 2025 U.S. taxes, I earned $92,000 in wages, had $13,400 withheld, and paid $3,200 in estimated taxes. Make a year-end review checklist.

I earned $18,000 from freelance design alongside my $70,000 salary this year. What deductions or credits should I ask my tax preparer about?

Estimate my 2025 federal tax using $80,000 wages, $6,000 retirement contributions, and $12,000 withholding. Assume I take the standard deduction.

What this Agent does not do

It does not carry out actions in other applications.

  • Filing returns or submitting payments
  • Confirming tax eligibility or treatment
  • Tax estimates are not professional tax advice.
  • Uses only the figures and tax rules stated in chat
  • Cannot verify current tax law or your records

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Checkout creates or uses your Ai-GEN account. Once your payment is confirmed, you can start using your Agent. Open it from your order confirmation or account. Choose a starter task, add your inputs, and send your first request.

Can I cancel?

Yes. Manage cancellation under Account & Billing → Subscriptions. Review the status and cancellation details shown there before confirming.

What if the response is not right for me?

Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Can I use the response in my work?

Use it as a draft to review and adapt. Verify calculations, facts, rights, and suitability before relying on it. Do not provide information you do not have permission to share.

Can I paste work or client information?

Your request and relevant context are sent to the enabled AI service to generate a response. Use placeholders and share only the minimum information you have permission to send. Avoid confidential, regulated, highly sensitive, or unnecessary personal information; removing names alone does not make restricted material suitable. Review the Privacy Policy before sharing work

What if I have paid but cannot open the Agent?

Sign in with the account used for the purchase and review your existing order in Account & Billing. Contact support with your account email, order number, Agent name, and a short description of the issue before buying again. Do not send passwords, payment-card details, or confidential prompts. Contact support

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