Credential-reviewed professionals only

Your Tax Journey. Your Choice. AI or Human.

Find qualified tax professionals, get educational answers from Pro'Bot, and estimate your federal tax — with document sharing and consultations coming later.

Illustration of a taxpayer meeting a tax professional by video with an AI assistant panel

What would you like to do?

AI assistance or a human professional?

You decide how you get help—and you can change your mind at any step.

AI Assistance

Educational guidance from Pro'Bot, powered by TaxPilot AI.

Human Professional

Discover, compare, message and meet a credential-reviewed tax professional.

AI + Human

AI organizes your case; a professional handles judgment, authorization and filing.

Tax help for every situation

Individuals

W-2 income, credits, deductions, IRS notices and refund questions.

Self-employed

1099 income, quarterly estimates, expenses and gig work.

Small businesses

Business returns, bookkeeping coordination and planning.

How professional verification works

Verified badges are earned, never assumed.

  1. 1

    Professional applies and submits credentials (PTIN, CPA license, EA status).

  2. 2

    Our team reviews each credential manually.

  3. 3

    Only approved profiles appear in the directory, with the verified badge.

Frequently asked questions

Is Pro'Bot a licensed professional?

No. Pro'Bot (powered by TaxPilot AI) provides educational guidance only. It never claims to be a CPA, Enrolled Agent, attorney or IRS representative.

How are professionals verified?

Every professional submits credentials that are reviewed by our team before their profile is public. No one is approved automatically.

Who prepares my return?

You choose: get AI-assisted guidance, hire an independent professional, or combine both.

Is my information secure?

Documents are private to you and only shared with professionals you explicitly authorize.

Become a TaxShifterPro professional

Apply, get verified, and offer your services to taxpayers who need you.

Apply as a professional

Privacy and security first

Your tax records stay private and are shared only with professionals you authorize.