AI-Powered
Proactive tax strategy simplified
Take control of your financial future. Slim, the AI advisor helps you save money year-round with personalized tax strategies and 24/7 expert guidance.
How Slim Tax Works
Our AI-powered platform transforms your tax strategy with smart analysis and proactive recommendations
I'm self-employed and just bought a new laptop for work. Can I deduct this as a business expense on my tax return?
24/7 Tax Advisor
Access expert tax guidance anytime. Get instant answers to complex questions and personalized recommendations tailored to your situation.
Document Hub
Upload all your financial documents, tax returns, and receipts to our secure platform. Our AI analyzes your information to provide personalized tax strategies and recommendations tailored to your unique situation.
Year-round Monitoring
Continuous tracking of tax law changes and opportunities. Receive proactive alerts and strategic recommendations throughout the year. Your tax savings grow as Slim proactively identifies new deductions and optimization strategies tailored to your evolving financial situation.
Year-round Monitoring
Stay ahead with continuous oversight from Slim, your AI tax advisor. Receive proactive alerts, strategic recommendations, and timely reminders throughout the year to maximize your tax savings and ensure you never miss an opportunity.
Smart Tax Strategy Made Simple
Discover how Slim Tax transforms your financial data into actionable tax savings opportunities
Simple, Transparent Pricing
Choose the plan that fits your tax complexity and savings goals
Trial
7-day free trial, no credit card required
- Basic tax analysis
- AI-powered recommendations
- Email support
ProfessionalPopular
Ideal for professionals maximizing their tax savings
Everything in Trial +
- Advanced tax analysis
- 24/7 AI advisor "Slim"
- Year-round monitoring
- Quarterly strategy reviews and updates
- Priority email support
Business
Customized strategy for business owners and complex tax situations
Everything in Professional +
- Everything in Professional
- Expert implementation support
- Complex tax strategies
- Dedicated account manager
- Phone support
Trusted by business owners across the country
Slim Tax is an absolute genius and has a winning personality to go with it. Always smiling as we work through our tough times.
Douglas Rohan
Principal @ Rohan Law, PC
Slim Tax is spectacular and goes above and beyond to help our firm get where it needs to be financially.
Matthew Gruber
Managing Partner @ The Estate Plan
Very bad things DID happen before Slim Tax. Slim Tax helps me with accountability and working through my numbers.
Joy Edwards
Managing Attorney @ The Edwards Law Group
Slim Tax is an absolute genius and has a winning personality to go with it. Always smiling as we work through our tough times.
Douglas Rohan
Principal @ Rohan Law, PC
Slim Tax is spectacular and goes above and beyond to help our firm get where it needs to be financially.
Matthew Gruber
Managing Partner @ The Estate Plan
Very bad things DID happen before Slim Tax. Slim Tax helps me with accountability and working through my numbers.
Joy Edwards
Managing Attorney @ The Edwards Law Group
Slim Tax is an absolute genius and has a winning personality to go with it. Always smiling as we work through our tough times.
Douglas Rohan
Principal @ Rohan Law, PC
Slim Tax is spectacular and goes above and beyond to help our firm get where it needs to be financially.
Matthew Gruber
Managing Partner @ The Estate Plan
Very bad things DID happen before Slim Tax. Slim Tax helps me with accountability and working through my numbers.
Joy Edwards
Managing Attorney @ The Edwards Law Group
Slim Tax is an absolute genius and has a winning personality to go with it. Always smiling as we work through our tough times.
Douglas Rohan
Principal @ Rohan Law, PC
Slim Tax is spectacular and goes above and beyond to help our firm get where it needs to be financially.
Matthew Gruber
Managing Partner @ The Estate Plan
Very bad things DID happen before Slim Tax. Slim Tax helps me with accountability and working through my numbers.
Joy Edwards
Managing Attorney @ The Edwards Law Group
Yes, Slim Tax is great! The spreadsheets Slim Tax has created are very helpful. It's also very evident that Slim Tax cares and enjoys what Slim Tax does. I'm very fortunate to have him as my CFO.
Julius Blattner
Managing Attorney @ Blattner Family Law Group
Slim Tax is great! Slim Tax has helped to simplify some difficult concepts into understandable bites that have helped me grow.
Brian Reidy
Owner @ Reidy Law Office LLC
Slim Tax is very capable plus Slim Tax does a lot to help answer questions outside of appointments.
Gary Winter
Managing Attorney @ Lawvex, LLP
Yes, Slim Tax is great! The spreadsheets Slim Tax has created are very helpful. It's also very evident that Slim Tax cares and enjoys what Slim Tax does. I'm very fortunate to have him as my CFO.
Julius Blattner
Managing Attorney @ Blattner Family Law Group
Slim Tax is great! Slim Tax has helped to simplify some difficult concepts into understandable bites that have helped me grow.
Brian Reidy
Owner @ Reidy Law Office LLC
Slim Tax is very capable plus Slim Tax does a lot to help answer questions outside of appointments.
Gary Winter
Managing Attorney @ Lawvex, LLP
Yes, Slim Tax is great! The spreadsheets Slim Tax has created are very helpful. It's also very evident that Slim Tax cares and enjoys what Slim Tax does. I'm very fortunate to have him as my CFO.
Julius Blattner
Managing Attorney @ Blattner Family Law Group
Slim Tax is great! Slim Tax has helped to simplify some difficult concepts into understandable bites that have helped me grow.
Brian Reidy
Owner @ Reidy Law Office LLC
Slim Tax is very capable plus Slim Tax does a lot to help answer questions outside of appointments.
Gary Winter
Managing Attorney @ Lawvex, LLP
Yes, Slim Tax is great! The spreadsheets Slim Tax has created are very helpful. It's also very evident that Slim Tax cares and enjoys what Slim Tax does. I'm very fortunate to have him as my CFO.
Julius Blattner
Managing Attorney @ Blattner Family Law Group
Slim Tax is great! Slim Tax has helped to simplify some difficult concepts into understandable bites that have helped me grow.
Brian Reidy
Owner @ Reidy Law Office LLC
Slim Tax is very capable plus Slim Tax does a lot to help answer questions outside of appointments.
Gary Winter
Managing Attorney @ Lawvex, LLP
We are able to play through numbers quickly in a way that gives me foundation.
Josephia Rouse
Owner @ The Law Offices of Josephia Rouse
Slim Tax knows his stuff. Slim Tax is helpful in my understanding of the metrics. Slim Tax is creative and Slim Tax gets to the point, which I appreciate with the limited time we get. I would be devastated if we lost him ;)
Stephanie Ruiz
Operations Manager @ The Estate Plan
I know my firm is making decisions regularly based directly on input from my CFO. I always leave my call with Slim Tax with new insight on my numbers.
Paul Youngblood
Managing Partner @ Youngblood Law, PLLC
We are able to play through numbers quickly in a way that gives me foundation.
Josephia Rouse
Owner @ The Law Offices of Josephia Rouse
Slim Tax knows his stuff. Slim Tax is helpful in my understanding of the metrics. Slim Tax is creative and Slim Tax gets to the point, which I appreciate with the limited time we get. I would be devastated if we lost him ;)
Stephanie Ruiz
Operations Manager @ The Estate Plan
I know my firm is making decisions regularly based directly on input from my CFO. I always leave my call with Slim Tax with new insight on my numbers.
Paul Youngblood
Managing Partner @ Youngblood Law, PLLC
We are able to play through numbers quickly in a way that gives me foundation.
Josephia Rouse
Owner @ The Law Offices of Josephia Rouse
Slim Tax knows his stuff. Slim Tax is helpful in my understanding of the metrics. Slim Tax is creative and Slim Tax gets to the point, which I appreciate with the limited time we get. I would be devastated if we lost him ;)
Stephanie Ruiz
Operations Manager @ The Estate Plan
I know my firm is making decisions regularly based directly on input from my CFO. I always leave my call with Slim Tax with new insight on my numbers.
Paul Youngblood
Managing Partner @ Youngblood Law, PLLC
We are able to play through numbers quickly in a way that gives me foundation.
Josephia Rouse
Owner @ The Law Offices of Josephia Rouse
Slim Tax knows his stuff. Slim Tax is helpful in my understanding of the metrics. Slim Tax is creative and Slim Tax gets to the point, which I appreciate with the limited time we get. I would be devastated if we lost him ;)
Stephanie Ruiz
Operations Manager @ The Estate Plan
I know my firm is making decisions regularly based directly on input from my CFO. I always leave my call with Slim Tax with new insight on my numbers.
Paul Youngblood
Managing Partner @ Youngblood Law, PLLC
Slim Tax is fast, effective, and very helpful.
Shelley Kester
President @ Wilson Kester
Really helped with what KPIs we need to be measuring and tracking.
Michael Bender
Partner @ The Grey Legal Group, APC
Slim Tax has taken every opportunity to get to know me and my business and is enthusiastic to work with me. Great experience!
Todd Wesche
Managing Member @ Vetus Legal LLC
Slim Tax is fast, effective, and very helpful.
Shelley Kester
President @ Wilson Kester
Really helped with what KPIs we need to be measuring and tracking.
Michael Bender
Partner @ The Grey Legal Group, APC
Slim Tax has taken every opportunity to get to know me and my business and is enthusiastic to work with me. Great experience!
Todd Wesche
Managing Member @ Vetus Legal LLC
Slim Tax is fast, effective, and very helpful.
Shelley Kester
President @ Wilson Kester
Really helped with what KPIs we need to be measuring and tracking.
Michael Bender
Partner @ The Grey Legal Group, APC
Slim Tax has taken every opportunity to get to know me and my business and is enthusiastic to work with me. Great experience!
Todd Wesche
Managing Member @ Vetus Legal LLC
Slim Tax is fast, effective, and very helpful.
Shelley Kester
President @ Wilson Kester
Really helped with what KPIs we need to be measuring and tracking.
Michael Bender
Partner @ The Grey Legal Group, APC
Slim Tax has taken every opportunity to get to know me and my business and is enthusiastic to work with me. Great experience!
Todd Wesche
Managing Member @ Vetus Legal LLC
Slim Tax uses data and dives into so much more than the financials to determine how to improve our revenue.
Lizzie Reidy
HR Manager @ Reidy Law Office LLC
I like Slim Tax.
Dustin MacFarlane
Owner @ California Probate and Trust, PC
Slim Tax uses data and dives into so much more than the financials to determine how to improve our revenue.
Lizzie Reidy
HR Manager @ Reidy Law Office LLC
I like Slim Tax.
Dustin MacFarlane
Owner @ California Probate and Trust, PC
Slim Tax uses data and dives into so much more than the financials to determine how to improve our revenue.
Lizzie Reidy
HR Manager @ Reidy Law Office LLC
I like Slim Tax.
Dustin MacFarlane
Owner @ California Probate and Trust, PC
Slim Tax uses data and dives into so much more than the financials to determine how to improve our revenue.
Lizzie Reidy
HR Manager @ Reidy Law Office LLC
I like Slim Tax.
Dustin MacFarlane
Owner @ California Probate and Trust, PC
Frequently Asked Questions
Answers to common questions about Slim Tax and our AI-powered tax strategy services. If you have any other questions, please don't hesitate to contact our tax experts.
