Live Forecast
A running picture of what you owe.
Every income line, every expense, every quarterly safe harbor folds into a federal + state forecast that updates in step with your bank. Helpful, never alarming.
A friendly number you can trust.
A calmer way to handle your taxes.
Taxottic quietly tracks the deductions your business has already earned, keeps a running forecast in step with your bank, and gives you a gentle nudge to set money aside before you need it. Built for freelancers, contractors, and small businesses.
No credit card. No commitment. Visit and leave at your own pace.
What you get
Built so the tax part of your business stops feeling like the scary part.
1,025 IRS-Cited Deductions
Every deduction you've earned, neatly organised.
Each transaction is matched against 1,025 deduction items from IRS Pub 334, 463, 535, 587, and 946. IRC section cited, source URL one tap away. We do the lookup; you decide.
Quietly thorough. Always cited.
Bella · A Gentle Tax Guide
Plain-English answers when tax questions come up.
Ask 'is this trip deductible?' and you'll get a careful answer plus the IRS publication, plus a memo-line phrasing your future self will thank you for.
Patient. Cited. Always there.
Quarterly Reminders
Gentle nudges, in good time.
Quarterly set-asides calculated from your live forecast, with reminders that fire two weeks early. A small habit that makes April feel ordinary.
A small habit that pays off.
See it on Company X
A real software company, the calm way.
Company X connected one bank account on a Tuesday. By Friday, their Q4 forecast, deductible expenses, and a ready-to-file Schedule C were quietly waiting in the dashboard. No spreadsheet opened, no inbox checked twice.
CX
Company X · Bank feedSynced 14 minutes ago · Chase Business5 new this week
- Adobe Creative CloudNov 12·↳Bella suggested:Software / subscriptions$89.99applied
- AWS · S3 + CloudFrontNov 11·↳Bella suggested:Software / subscriptions$342.50applied
- Delta Airlines · BOS → SFONov 09·↳Bella suggested:Travel$612.40applied
- Marriott Boston SeaportNov 09·↳Bella suggested:Travel$384.00applied
- Sweetgreen · with clientNov 08·↳Bella suggested:Meals (50%)$24.50applied
Bella sat behind every suggestion. Each line links back to the IRS publication that explains why it qualifies.
Hour 1 - Bank sync
The bank does the heavy lifting.
Your bank feed keeps every active account in step every hour. New transactions land tagged against the full 1,025-item IRS deduction catalog, IRC section cited, source URL one tap away. One tap to apply, dismiss, or split when you have the moment.
- Hourly bank sync
- 1,025 IRS-cited deductions
- Auto-applied
Hour 2 - Live forecast
The forecast keeps pace, quietly.
Federal and state brackets, applied to live YTD income and the deductions Company X has claimed. The number in the corner of every screen moves with the math; no nightly recompute, no refreshing required.
- Federal + state
- Quarterly safe-harbor
- Updated automatically
CX
Company X · Forecast · Tax year 2026Federal owed
$14,820
↓ $620 from last sync · Q4 estimated
State owed (MA)
$3,210
↓ $135 · synced 2 minutes ago
YTD deductions claimed
7 of 8 starter categories
$42,807
- Software / subscriptions$12,840
- Travel$8,420
- Home office (8829)$3,840
- Meals (50% applied)$1,205
+ 3 more categories
Recalculated automatically - last change 2 minutes ago when AWS landed.
CX
Company X · Year-end · Schedule C exportTax year 2026 · Auto-assembled
Schedule C · Profit or Loss from Business
| Line | Category | Total |
|---|---|---|
| Line 8 | Advertising | $2,400 |
| Line 18 | Office expense + software | $11,640 |
| Line 22 | Supplies | $890 |
| Line 24a | Travel | $8,420 |
| Line 24b | Meals (50% applied) | $1,205 |
| Line 25 | Utilities (incl. internet) | $1,860 |
| Line 27a | Bank fees + continuing ed | $420 |
| Line 30 | Home office (Form 8829) | $3,840 |
| Total deductions | $30,675 | |
Built from 287 categorized bank transactions. Every line cites its IRS publication.
PDFCSV
December - Year-end
One click brings the whole Schedule C together.
Every applied transaction lands on its proper Schedule C line. Bella applies the meals 50% rule. Vehicle expenses split between standard mileage and actual. Everything cited to the IRS publication, ready to hand to your CPA when you're ready.
- Schedule C
- IRS-cited
- PDF + CSV
Under the hood
What is quietly running underneath.
1,025
IRS-cited deductions, auto-matched against every bank transaction
1 hr
Bank sync cadence - fully automatic
Q1-Q4
Quarterly safe-harbor reminders, two weeks early
Face ID
Passkey biometric sign-in on every device
What we believe
Most of the deductions you have already earned are sitting in your bank statements. We help you find them, gently, before tax day.
We are not here to scare anyone about April. The tools are calm by design, the cadence is yours, and every number we surface is one you can verify against the IRS in a click.
Take a look. Sign up only if it feels right.
Connect a bank in about 90 seconds and see your live federal + state forecast on the next page. No card. No commitment. Leave any time.