90%
Faster tax prep
95%+
Accuracy
50-80%
Cost savings
90%
Faster tax prep
95%+
Accuracy
50-80%
Cost savings
90%
Faster tax prep
95%+
Accuracy
50-80%
Cost savings
What We Do
Built by tax professionals, our intelligent tax prep automation streamlines your workflow directly in your tax software
Eliminate boring data entry and repetitive tasks without the hassle of hiring part-time or offshore support staff
Our solution reads your tax organizer, all standard tax forms and more, extracts the data and inputs it directly into your tax software quickly and accurately
Easy to Use. No Waiting.
Automated tax preparation
Our intelligent tax prep automation streamlines your workflow directly inside the tools you already use
No manual data entry
Eliminate boring data entry and repetitive tasks without the hassle of hiring part-time or offshore support staff
Reads and inputs tax documents automatically
Our solution reads your tax organizer, all standard tax forms and more, extracts the data and inputs it directly into your tax software quickly and accurately
Easy to use
Results in minutes — no turnaround time
Handles all standard tax forms
(W-2, all 1098s, all 1099s, K-1, Schedule C, Schedule E and more)
Reads your tax organizer,
Quickbooks P&Ls, FBARs, bank statements, stock trade detail, unstructured rental income and more
Works in your tax software:
Drake, ProConnect, CCH Axcess
Lacerte, UltraTax, ProSeries, ATX
coming in 2026
Available for 1040 prep now, partnerships and business returns coming next year
Secure and accurate
Why
Avalon Tax
Handles all standard tax forms
W-2, all 1098s, all 1099s, K-1, Schedule C, Schedule E and more
Reads your tax organizer
Quickbooks P&Ls, FBARs, bank statements, stock trade detail, unstructured rental income and more
Works with leading tax software
Including Drake, ProConnect, CCH Axcess, Lacerte, UltraTax, ProSeries, with ATX coming in 2026
Available for 1040 prep now
Partnerships and business returns coming next year
Secure and accurate
Designed with safeguards in place to protect sensitive client information at every step
Introducing Ava©, your AI-powered tax reviewer Ava instantly compares current year documents to prior year returns, flags missing information, performs detailed tax planning calculations in seconds, verifies numbers and uncovers actionable insights, all in real time
Secure &
Trustworthy
Avalon Tax is a secure, IRS-compliant desktop tax preparation software built to protect sensitive client data.
Your data stays protected at every step.
End-To-End Encryption
All data is encrypted in transit and at rest
Data Never Leaves Your Machine
As a desktop application, your clients’ data lives only on your machine
No Offshoring
Our team is entirely US-based. Your data is never sent overseas, so you never have to worry about IRS Section 7216
No Humans View Your Clients’ Data
There is no human review
Zero Data Retention Partners
Our AI partners (Open AI, Anthropic, Google) do not store or train on client data.
We Never Train AI On Your Data
Client Data Anonymization
