Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience our own tag's counts — open to see them
–Visits
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · visits, page views and clicks counted by our own tag, which counts more than our checked analytics; every figure rounded down · how we count

OK Tax review

#24 of 32 in AI Tax Software

A low-cost, local workflow for technical filers preparing federal returns.

5.9/10Editor score
Visit OK Tax
OK Tax5.9 Visit OK Tax

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

OK Tax is a local-first AI tax preparation workflow for technical DIY filers who want to run tax work in their own environment. It provides downloadable source code, agent instructions, tax logic, blank IRS forms, OCR and PDF processing through an API backend, and draft federal forms and schedules. Its personal-focused workflow covers W-2 income, interest, dividends, brokerage activity, crypto, freelance Schedule C income, basic rental real estate, and selected Form 1040-NR cases.

Pricing is straightforward. The Starter plan costs $10 as a one-time payment and includes the full source code, agent instructions, and 100 pages on the PDF OCR service. It is aimed at combinations involving W-2 income, brokerage activity, crypto, and freelance work. Unlimited costs $20 one time and raises the included OCR allowance to up to 2,000 pages, with a focus on active traders, crypto-heavy portfolios, and bulk statements. Both plans retain the local workflow and source-code approach, while Unlimited is the more suitable option for document-heavy returns.

The product's standout feature is the combination of local execution, terminal-agent instructions, document OCR, tax logic, and review checkpoints before filing. Users can import tax documents, generate draft forms and supporting artifacts, and inspect the results rather than treating the output as a filing service. That makes OK Tax a fit for technically comfortable filers who want control over the workflow and have federal-only needs. It is less suitable for people seeking guided consumer software, state returns, or a provider that submits returns on their behalf.

OK Tax pros and cons

  • Where it wins
    • $10 one-time Starter plan with local execution and source code
    • Supports W-2, brokerage, crypto, freelance, and basic rental workflows
    • Review checkpoints and artifact inspection before federal filing
  • Where it doesn't
    • Federal filing only; state filing support is coming soon
    • Requires a local environment and terminal-agent workflow
    • The company does not file returns on a user's behalf

OK Tax fact sheet, pricing and score →

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated · How we research and update