In my assessment, TaxGPT is the most approachable purpose-built copilot for the everyday grind of US tax research and return review — and the one I’d point a small firm to first.

What TaxGPT actually is

It is an AI assistant trained on authoritative tax sources that answers research questions with citations, drafts memos and IRS/CRA notice responses, and runs an automated return-review pass the company brands as “Agent Andrew.” It covers federal, state, local and Canadian (CRA) tax.

Pricing, in plain terms

TaxGPT does not publish a price list — pricing is quote-based behind a demo, with a free trial. Third-party reviewers peg professional plans in the rough range of $149–$299 per user per month, but treat those as estimates and confirm directly. The honest takeaway: this is per-seat software priced for established firms, not a $20 consumer tool.

Where it shines

The reviewers I read consistently praise the time savings — research that took 30–60 minutes drops to seconds, and the cited answers are usable as a strong first draft in a client meeting. The return-review agent is described as a helpful second set of eyes on new-client returns.

What to watch

The public review base is genuinely small (G2: 4.5 from 16 reviews; App Store 4.0 from 10), so weigh those scores accordingly. The most common complaint is price versus value for smaller shops, and — as with any AI — answers still need human verification.

My verdict

For a solo or small US firm that does heavy research and return review, TaxGPT is a credible, security-conscious copilot. Run the free trial against your own returns before committing to seats.