AI Tax Preparation Software for New York Firms

Tax preparation built for New York firms

From New York City, Buffalo, and Rochester to the smaller communities in between, New York practices share the same peak-season squeeze: a wall of returns arriving in a narrow window, and not enough reviewer hours to go around. UpTax was built for exactly that. You upload the client's documents — W-2s, 1099s, K-1s, brokerage statements, prior-year returns — and the AI extracts every figure, cross-checks it, and assembles a drafted return with the workpapers attached.

Because the draft comes back structured and referenced, your reviewer isn't re-keying data or hunting for a missing 1099 — they're doing the high-value work: checking positions, catching planning opportunities, and signing off. That's the difference between surviving New York's busy season and actually growing through it.

Federal and New York returns, handled together

UpTax prepares the federal return and the New York state return as one connected workflow, so state adjustments, credits, and apportionment flow from the federal numbers instead of being re-entered by hand. New York's state-plus-NYC income taxes and finance economy make it one of the most demanding states to prepare in.

For firms serving clients across state lines — common in New York City and anywhere near New York's borders — the platform handles multi-state and part-year situations, keeping residency and reciprocity straight so nothing slips through in the rush.

Every return type your practice files

UpTax covers the returns a full-service New York firm actually prepares — individuals and business entities alike:

How New York firms work with UpTax

1. Upload. Drop in the client's documents and prior-year return — no new portal for your clients to learn.

2. AI prepares. The engine reads and reconciles every source document and drafts the federal and New York return with linked workpapers.

3. You review. Your New York preparer or reviewer checks the draft, adjusts anything that needs judgment, and approves it.

4. You file. You sign and e-file under your firm, keeping full control and the client relationship.

Why New York practices choose UpTax

Elastic capacity. Add reviewer-ready drafts during the crunch without adding headcount you'll carry all year.

Fewer errors, faster turnaround. Automated extraction and reconciliation cut the re-keying mistakes that eat review time.

Your firm, your brand. Clients in New York City and across New York stay your clients — UpTax works quietly behind your review.

Built for the profession. Designed with U.S. CPAs and EAs, so the drafts think like a reviewer, not a black box.