LogicalTax – Tax organizing assistant for the self-employed

What it does

Reads your bank statements (PDF or CSV)
Sorts income and expenses into IRS categories
Leaves out transfers between your own accounts and card payments so they aren't counted as income
Flags duplicates and anything it's unsure about, and asks you instead of guessing
Summarizes your year in a downloadable spreadsheet
Points out items that may need a tax professional's review

How it works

1UploadAdd your bank and card statements (PDF or CSV).

2Sort and askEach transaction is put into an IRS category. Anything unclear becomes a question for you.

3You reviewCheck and confirm every category. Nothing moves forward without your OK.

4File through a partnerOnce an e-file partnership is arranged, your confirmed return goes to an IRS-authorized e-file partner. Until then, you get an organized summary to use with your tax software or preparer.

Who it's for

Freelancers & contractorsSchedule C

Gig workers & rideshare driversIncluding payouts from multiple apps

Small landlordsRental income (Schedule E)

W-2 employees with a side gig

Not a fit yet: multi-state returns, ITIN filers, or complex business returns.

FAQ

Is LogicalTax available now?

Not yet. We're in early development and testing. Join the waitlist to hear when the beta opens.

Does LogicalTax file my return?

Not today. We plan to offer e-filing through an IRS-authorized e-file partner once that partnership is arranged. Until then, LogicalTax helps you organize your records.

Is this tax advice?

No. LogicalTax is an organizing tool, not professional tax advice. For complex situations, talk to a CPA or enrolled agent. We plan to offer optional professional review.

What do you need from me to join the waitlist?

Only your email. We never ask for your Social Security number on the waitlist.

What happens when something is unclear?

LogicalTax asks you — for example about money from family, refunds, or a large purchase — rather than guessing.

What will it cost?

Our planned early-access price is $49 per federal return, including one state return. An optional professional review add-on will be priced later. Pricing may change before launch.

Super Intelligence for your taxes: upload your statements, get organized in seconds.

What it does

How it works

Who it's for

FAQ

Be first in line for the beta