autocook
Automates tax preparation by extracting data from uploaded documents, calculating AMT, catching RSU double-taxation, and e-filing federal and California returns.
This tax software automates tax preparation for tech workers with equity compensation, solving the problem of complex filings involving RSUs, ISOs, ESPPs, and AMT. It targets individual tech employees, particularly those in California, who need to file federal and state returns. The service differentiates by automatically extracting data from uploaded documents and catching common errors like double taxation on RSUs, offering a flat fee of $39 for e-filing.
Key features
- Drop documents (W-2, 1099s, ISO/ESPP confirmations)
- Extract every transaction from brokerage statements
- Calculate AMT correctly including ISO spread
- Catch RSU double-taxation trap
- Group transactions into short-term and long-term
- Run hundreds of math and rejection checks
- E-file federal and California for $39
- Download print-ready PDFs for free
- Inline edit with live refund updates
- Cost-basis hints
- Auto-attach forms when needed
- Track IRA basis (Form 8606)
- Calculate net investment income tax (Form 8960)
- Calculate underpayment penalty (Form 2210)
- Include California return (540 + Sch. CA, P, 5805)
- Provide audit support for 3 years
- Store documents for 7 years
- Send estimated tax reminders
Social posts
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GTM channels
- No GTM activity detected
ICP
- Consumers general
- Freelancers solopreneurs