Live Forecast
A running picture of what you owe.
Every income line, every expense, every quarterly safe harbor folds into a federal + state forecast that updates in step with your bank. Helpful, never alarming.
A friendly number you can trust.
A calmer way to handle your personal taxes.
Taxottic tracks the personal deductions you've already earned, keeps a live federal + state forecast in step with your accounts, and nudges you to set money aside before you need it. For W-2 earners, freelancers, and side-hustlers.
No credit card. No commitment. Visit and leave at your own pace.
What you get
Built so the tax part of your year stops feeling like the scary part.
1,025 IRS-Cited Deductions
Every deduction you've earned, neatly organised.
Each transaction is matched against 1,025 deduction items from IRS Pub 334, 463, 535, 587, and 946. IRC section cited, source URL one tap away. We do the lookup; you decide.
Quietly thorough. Always cited.
Bella · A Gentle Tax Guide
Plain-English answers when tax questions come up.
Ask 'is this trip deductible?' and you'll get a careful answer plus the IRS publication, plus a memo-line phrasing your future self will thank you for.
Patient. Cited. Always there.
Quarterly Reminders
Gentle nudges, in good time.
Quarterly set-asides calculated from your live forecast, with reminders that fire two weeks early. A small habit that makes April feel ordinary.
A small habit that pays off.
See it on your return
Your taxes, quietly handled.
Connect the accounts you already have. Taxottic finds the personal deductions hiding in them, keeps a live forecast, and lays out the moves still worth making, without a spreadsheet in sight.
CX
Company X · Bank feedSynced 14 minutes ago · Chase Business5 new this week
- Adobe Creative CloudNov 12·↳Bella suggested:Software / subscriptions$89.99applied
- AWS · S3 + CloudFrontNov 11·↳Bella suggested:Software / subscriptions$342.50applied
- Delta Airlines · BOS → SFONov 09·↳Bella suggested:Travel$612.40applied
- Marriott Boston SeaportNov 09·↳Bella suggested:Travel$384.00applied
- Sweetgreen · with clientNov 08·↳Bella suggested:Meals (50%)$24.50applied
Bella sat behind every suggestion. Each line links back to the IRS publication that explains why it qualifies.
Every day - Automatic expensing
Your accounts do the sorting.
New transactions sync on their own and land pre-matched to a deductible category, IRC section cited, source one tap away. Charitable gifts, medical, education, student-loan interest, tagged the moment they clear. One tap to keep, dismiss, or split.
- Hourly sync
- IRS-cited
- Auto-applied
CX
Company X · Deduction catalog1,025 IRS-cited deductions
Filtered to your situation
- appliesOrdinary + necessary business expenseIRC §162·Pub 535source
- appliesBusiness meals (50%)IRC §274(n)·Pub 463source
- appliesHome officeIRC §280A·Pub 587source
- eligibleMedical + dentalIRC §213·Pub 502source
- appliesCharitable contributionsIRC §170·Pub 526source
- eligibleStudent-loan interestIRC §221·Pub 970source
+ 1,019 more, each tied to its IRC section and IRS publication.
Always on - 1,025 IRS codes
Every deduction, cited to the source.
The full 1,025-item catalog from IRS Pub 502, 526, 970, and more, filtered to what actually applies to you. Each one links to the IRC section and the publication that explains it, so nothing you claim is a guess.
- 1,025 deductions
- IRC + Pub cited
- Filtered to you
CX
Company X · Forecast · Tax year 2026Federal owed
$14,820
↓ $620 from last sync · Q4 estimated
State owed (MA)
$3,210
↓ $135 · synced 2 minutes ago
YTD deductions claimed
7 of 8 starter categories
$42,807
- Software / subscriptions$12,840
- Travel$8,420
- Home office (8829)$3,840
- Meals (50% applied)$1,205
+ 3 more categories
Recalculated automatically - last change 2 minutes ago when AWS landed.
Live - Forecast
A number that keeps pace.
Federal and state brackets applied to your live income and the deductions you've claimed. The figure in the corner of every screen moves with the math, with a two-weeks-early nudge before each quarterly date.
- Federal + state
- Quarterly reminders
- Updated automatically
CX
Company X · Savings playbookMoves still worth making
Est. this year
- $3,900Open + fund a SEP-IRAup to 20% of net
- $1,020Max the HSAtriple tax-free
- $330Home-office (simplified)300 sq ft
- $610Push Dec invoices to Januarydefer income
Adopt one and the forecast responds.~$5,860 total
Any time - Savings playbook
The moves still worth making.
A short, personalized list of legitimate ways to lower the bill, IRA and HSA room, energy credits, timing, each with the dollars it would save at your bracket. Adopt one and watch the forecast respond.
- Personalized
- Dollar impact
- IRS-backed
Under the hood
What is quietly running underneath.
1,025
IRS-cited deductions, auto-matched against every bank transaction
1 hr
Bank sync cadence - fully automatic
Q1-Q4
Quarterly safe-harbor reminders, two weeks early
Face ID
Passkey biometric sign-in on every device
What we believe
Most of the deductions you have already earned are sitting in your bank statements. We help you find them, gently, before tax day.
We are not here to scare anyone about April. The tools are calm by design, the cadence is yours, and every number we surface is one you can verify against the IRS in a click.
Take a look. Sign up only if it feels right.
Connect an account in about 90 seconds and see your live federal + state forecast on the next page. No card. No commitment. Leave any time.