Never miss a deduction
with 0 tax admin
Find every deduction, automatically
Second-guessing whether you’ve maximized all available tax write-offs because no CPA wants to trawl through all of your accounts line by line.
No more overpaying tax. Monty scans all your accounts to uncover every legitimate tax deduction – no spreadsheets, no second-guessing.
Save hours of tax admin
Hours spent scrolling through bank and card statements, tagging every transaction one by one.
No more tax admin. Monty categorizes every transaction for you, and your books stay tax-ready without lifting a finger.
Get instant answers to tax questions
Not wanting to bug your CPA with every little question – so you wait, guess, or hope you’ll remember to ask at year-end.
Ask anything, anytime. Monty explains tax rules in plain English – with human CPAs checking answers for total peace of mind.
3 simple steps to maximize your tax savings
in under 30 minutes
01
Connect your accounts
Securely link your cards and banks via Plaid or upload PDF & CSV statements. Connect your calendars, LinkedIn or website and tell Monty about your work life.
02
Discover your deductions
Monty finds your every available tax deduction by combining expert tax knowledge with the context of your work life. Straightforward items are handled automatically; anything unclear is grouped into quick questions you can confirm fast.
03
Export your report
Monty doesn’t replace your CPA or tax filing software. Instead, Monty produces a report of categorized tax deductions ready to send to your CPA or input into your filing software.
Need a CPA? Monty has an extensive network of CPA partners. We can connect you with your perfect match.
$99
On average, therapists save an extra $1,600 in tax (that’s 16x)
Premium
Your data
protected.
Bank-grade security
We use 256-bit AES encryption – the same standard trusted by major financial institutions – to protect your data in transit and at rest.
Human oversight
Every return and optimization is reviewed by licensed professionals before it’s filed. You get AI speed with human accountability.
Privacy first, always
We uphold strict privacy standards. Monty keeps your conversations private and your audience protected.
IRS-ready accuracy
Our filing logic mirrors official IRS rules and forms, continuously updated for every tax-year change — so your filings are always compliant and audit-ready.
Maximize Your Tax Write-Offs
Let AI handle the tax work, so you can focus on the real work.
01
Connect your accounts
Securely link your cards and banks via Plaid or upload PDF & CSV statements.
02
Discover your deductions
AI scans every transaction to uncover missed write-offs and save you money.
03
Export your report
Export a report ready to send to your CPA or input into your filing software.
AI tax prep for
one-person businesses
