Keeper

Keeper combines bookkeeping and tax filing for contractors, sole proprietors, people with complex individual tax situations, S-Corps, and partnerships. It scans linked account transactions for potential deductions, which users can review, supplement with receipt photos, and organize with rules. Keeper offers federal and state returns and says a tax professional reviews and signs every filed return. A 24/7 AI tax assistant is available, while Premium includes one-on-one tax pro consultations. Standard costs $199/yr and includes 10 financial accounts; Premium costs $399/yr, and Business costs $1,199/yr. Bookkeeping Only costs $20/mo and tracks expenses but does not include tax filing. The 14-day trial does not allow deduction exports or submitting a return for IRS filing. Keeper connects accounts through Plaid and says it cannot access bank login information. Apps are available for Android, iOS, and web.

Who it is for

Keeper may suit independent contractors, sole proprietors, and people with more involved individual tax needs. Its Business plan is aimed at S-Corps and partnerships, while Bookkeeping Only is for expense tracking without tax filing.

What is good

  • Finds potential deductions from financial transactions.
  • Federal and state returns are reviewed by tax professionals.
  • Premium includes one-on-one tax consultations.
  • Includes a 24/7 AI tax assistant.

What to know first

  • Trial excludes deduction exports and IRS filing.
  • Bookkeeping Only does not include tax filing.
  • Standard covers federal and up to two states.
  • Standard costs $199/yr.

Verdict

Keeper links expense discovery and bookkeeping with tax preparation, with plan choices for individuals and businesses. Check the state-return limits and trial restrictions before relying on it for filing.

Keeper plans and pricing

All plans
Only deductions Not published Expense discovery and tracking · Tax deduction summary export · 24/7 AI Tax Assistant help.keepertax.com · 22 Sept 2026
Standard $199/yr $199/yr 10 financial accounts keepertax.com · 22 Sept 2026
Premium $399/yr $399/yr Everything in Standard · Dedicated accountant · Quarterly tax support · One amendment included · Audit resolution support keepertax.com · 22 Sept 2026
Business $1,199/yr $1,199/yr Everything in Premium · S-Corp tax filing · Partnership tax filing · Quarterly Form 941 support · Year-end book review and close keepertax.com · 22 Sept 2026
Bookkeeping Only $20/mo $20/mo · Billed monthly · Cancel anytime Expense tracking · AI deduction discovery and categorization · Tax filing not included keepertax.com · 29 Sept 2026
Standard $199/yr $199/yr Federal + up to 2 state returns · Tax pro review and signature · Business deductions keepertax.com · 29 Sept 2026

Compared on tax filing software

Free plan
Yes
Taxpayer types
both
AI tax guidance
Yes
Document import
Yes
Deduction finding
Yes
Expert review
Yes
Filing support
both

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