Keeper Tax Pros

Expert tax guidance for every stage of self-employment

Meet one-on-one with a tax professional who understands your work, answers your questions, and helps you make confident tax decisions throughout the year.

Your first call is free on the 14 day Premium trial.

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Tax questions don’t only come up at tax time

Your income and work can change throughout the year. When they do, you shouldn’t have to wait until filing season to understand the tax impact.

Without personalized guidance

Search through conflicting, generic advice
Risk overpaying by missing deductions and tax-planning opportunities
Wait until filing to discover potential problems
Leave conversations without knowing what to do next

With a Keeper tax pro

Get answers based on your work and tax situation
Get personalized guidance to maximize your tax savings
Understand how income changes may affect your taxes
Leave every call with a clear plan of action

How it works

Keeper knows your numbers. Your tax pro knows what to do with them.

  1. 1

    Tell us what makes your taxes complicated

    Everyone's situation is different. Answer a few questions about your work, your income, and what you'd like help with.
  2. 2

    Match with a tax pro who understands your situation

    Keeper matches you with the right expert for your type of complexity, then shows their open times so you can book one.
    • In-house, not a referral network: Keeper's tax pros work for Keeper. Every one is a CPA or IRS enrolled agent, and the team averages 18+ years of experience.
    • Book around your schedule: Pick a time that works for you.
  3. 3

    Meet up to 4 times a year

    You don’t have to wait until filing season to ask for help. Meet with a tax professional up to four times a year as your income, work, or tax situation changes.
    • Instant answers in between: Keeper’s AI tax assistant answers your questions instantly, so you don’t have to wait for your next call.
  4. 4

    Leave every call with a plan, not just an answer

    Your tax pro will help translate their guidance into practical next steps, whether that’s adjusting an estimated tax payment, electing S-Corp status, or maxing out tax-advantaged accounts.
  5. 5

    A tax pro reviews and signs your return before it goes to the IRS

    Upload your tax forms and Keeper parses them and pre-fills your return with 300+ checks and expert review. Every return is signed by a tax professional.

Year-round support from experienced professionals

Every Keeper tax pro is a CPA or IRS enrolled agent, in-house and available all year.

Scott L.
CPA
Scott L.

Small business tax prep & planning

18+ years experience

Sabrina W.
CPA
Sabrina W.

Small business taxes, S-Corps, tax planning

10+ years experience

Sarah W.
CPA
Sarah W.

Business taxes, expat & foreign income

25+ years experience

David B.
IRS Enrolled Agent
David B.

Tax prep & planning

30+ years experience

Alana M.
IRS Enrolled Agent
Alana M.

Tax prep & planning

14+ years experience

Nicolette W.
CPA
Nicolette W.

Financial reporting, tax prep & planning

12+ years experience

Scott L.
CPA
Scott L.

Small business tax prep & planning

18+ years experience

Sabrina W.
CPA
Sabrina W.

Small business taxes, S-Corps, tax planning

10+ years experience

Sarah W.
CPA
Sarah W.

Business taxes, expat & foreign income

25+ years experience

David B.
IRS Enrolled Agent
David B.

Tax prep & planning

30+ years experience

Alana M.
IRS Enrolled Agent
Alana M.

Tax prep & planning

14+ years experience

Nicolette W.
CPA
Nicolette W.

Financial reporting, tax prep & planning

12+ years experience

Everything your solo business needs in one place

Keeper connects your income, expenses, and taxes to help you capture more tax savings and keep more of what you earn.

Form an LLC

File your LLC with the state, get your EIN, and keep every formation document in one place.

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Track income

See income across your linked financial accounts, clients, and jobs.

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Track expenses

Put expense tracking on autopilot. Keeper scans your transactions for tax deductible expenses automatically.

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Track mileage

Automatically log business drives, and claim your mileage deduction when you file.

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Pay quarterly taxes

Keeper calculates your safe-harbor payments and schedules them, so you never miss a payment.

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Talk to a tax pro

Get instant answers from our AI tax assistant in the app or book a one-on-one call with a tax pro.

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Uncover tax strategies

Get personalized recommendations that could lower your tax bill.

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File taxes

File federal and state returns with your income, expenses, and write-offs already organized in Keeper.

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Loved by thousands of contractors and solo businesses

Frequently asked questions