
Luca IQ provides a modern, cloud-based tax preparation platform that replaces disconnected desktop tools with an integrated workflow spanning client intake, document collection, tax computation, review, and e-filing. Built on a deterministic tax engine with an API for developers, it enables accounting firms to produce review-ready 1040 returns in minutes while maintaining full auditability. The platform is an authorized IRS e-file provider and supports both in-office and remote client workflows.
- Artificial Intelligence
- AI Agents
- Developer Tools
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
Traditional tax preparation software was built for a desktop era of disconnected systems and manual data entry, forcing accountants to spend hours retyping information and moving data between tools. This fragmented workflow slows down preparation, increases error risk, and contributes to a profession where CPAs are exiting faster than they can be replaced.
Solution
Luca IQ rebuilds tax software from the ground up as an integrated platform that takes a client from intake to a review-ready 1040 in minutes. The platform combines a client portal, document collection, workpapers, review tools, a deterministic tax engine, e-signatures, and delivery in a single system. A human reviewer always examines every return before delivery, and the engine's deterministic math guarantees identical outputs for identical inputs. For developers, Luca IQ offers a single API that submits structured tax data and returns completed returns as JSON, PDF, or IRS MeF XML, allowing firms to build custom workflows or AI agents without building a tax engine themselves.
Target Audience
Primary customers are accounting firms and tax preparation practices, including firm owners and professional preparers, who need to streamline client intake, preparation, and filing workflows. The platform also targets developers and software companies building tax applications who want to leverage a modern tax engine through an API.
Features
- Client portal with smart questionnaires and secure document upload links for remote and in-office workflows
- Deterministic tax engine with auditable field-level traceability back to source documents
- API for developers that takes structured tax data and returns completed returns in JSON, PDF, or IRS MeF XML formats
- Authorized IRS e-file provider with assurance testing passed for Form 1040
- End-to-end encryption for all documents and returns in transit and at rest
- Contractual guarantee that client documents and return data are never used to train underlying models
- Built to handle volume consistently during peak busy season without performance degradation
- US-based customer service staffed by CPAs