Who We Are
The sharp friend who
actually understands your taxes.
Fast Close AI Inc. was built on a simple premise: you shouldn't need a corporate accounting department to get Big Four quality advice. You should have a CPA who picks up the phone, explains the strategy behind every number, and tells you when you're leaving money on the table.
Our Approach
"The same firepower of a 100-person Big Four department, delivered with the attention and directness of a trusted advisor."
Not a junior preparer. Not a call center. A licensed CPA working directly on your return — reading your IRS notice, available when you call, and thinking about your tax situation year-round.
What makes Fast Close AI different is the technology behind each engagement. Proprietary AI tools scan every document, cross-reference every line item, and flag anomalies before a CPA ever touches the return — so nothing gets missed and every position is defensible.
We're Illinois Licensed, PTIN registered, and serve clients virtually across 15+ states. If your financial life has gotten complex — a business, equity compensation, multiple states, an IRS letter you don't understand — we built this practice for exactly that.
"You're leaving money on the table."What we say when we find missed deductions — which happens in most new engagements
Credentials & Scope
Illinois Licensed CPA
Licensed and regulated
PTIN Registered Tax Preparer
IRS-registered
100+ Clients
In year one
15+ States
Serving clients virtually
Complex Individual Returns
RSU, multi-state, crypto, FBAR
Business Returns
S-Corp, Partnership, LLC
IRS Notice Response
CP2000, CP2501, CP14 and more
International Tax
FBAR, Form 3520, 1040NR
Entity Structuring
S-Corp elections, reasonable comp
Year-Round Advisory
Retainers from $120/month
AI-First
Every document AI-reviewed before CPA sign-off
100+ Clients
In year one, across 15+ states
Year-Round
Advisory relationships, not just filing season
Direct Access
Text, call, or email — not a ticketing system
Our Philosophy
How we think about
this work.
Find money first, then charge.
Every new engagement starts with a free review of your prior returns. We want to show you what we find before you commit to anything. Most clients discover a missed deduction, amendment opportunity, or IRS discrepancy within the first review.
Lead with technology, deliver with judgment.
AI is not a gimmick here — it's the infrastructure that lets one CPA do the work of a department without sacrificing quality. Every return is AI-scanned, then CPA-reviewed. The machine catches what humans miss. The human makes the call on what's defensible.
Be year-round, not seasonal.
Tax planning that only happens in March is not planning — it's filing. Real value comes from quarterly check-ins, proactive elections, and being available when you need to make a decision — not just when a deadline is approaching.
Conservative approach. Aggressive on savings.
We protect you first, then maximize. We won't take risky positions that could create liability two years from now. But we will find every legitimate deduction, credit, and election that most preparers overlook — and document each one.
Be the CPA voice in the room.
The goal is to be your financial quarterback — not just the person who files your return. The CPA who's thinking about your deal structure before you sign, not the one who hears about it after.
Market Positioning
We're not H&R Block.
We're not an 85-year-old CPA who doesn't pick up.
H&R Block / TurboTax
Cheap but misses things
No proactive strategy. No relationship. No follow-up after filing. Works fine if your taxes are simple — creates problems if they're not.
Old-School CPA
Unavailable and outdated
Clients describe prior CPAs who were 85 and unreachable, or who lacked "dedication." Good at what they learned decades ago. Not built for crypto, RSUs, or multi-state gig income.
Fast Close AI Inc.
Year-round, tech-forward, personally responsive
Proactive strategy. Prior-year review at no cost. Handles the complex cases others turn away. You can text anytime. We know your name — and your return.
Let's see if we're a fit.
20 minutes. Free. No pitch — just an honest conversation about your situation.