Amarillo, Texas — December 28, 2025 — DynaTax AI, a CPA-led artificial intelligence platform, today announced the launch of DynaTax AI Beta 1, a new AI-powered bookkeeping and tax support solution designed specifically for U.S. small business owners earning under $3 million in annual revenue.

Built for freelancers, gig workers, contractors, realtors, truck drivers, and fast-growing small businesses, DynaTax AI addresses one of the biggest challenges facing entrepreneurs today: staying organized, compliant, and confident without drowning in accounting complexity.

Built for Business Owners Who Want Answers — Not Accounting Software

Unlike traditional bookkeeping tools that require users to learn accounting workflows, DynaTax AI focuses on a “tell me what to do” experience. Users can securely connect their bank accounts, upload documents, and ask plain-English tax questions — all from their phone.

Key Beta 1 features include:

• AI-Driven Bookkeeping: Automatically imports transactions and categorizes expenses using AI.
• Smart Document Upload: Receipts and tax documents are stored, organized, and matched to transactions.
• AI Tax Assistant: Real-time answers to tax questions using U.S. tax logic explained in simple language.
• Financial Visibility: A clear dashboard showing cash flow, profitability, and potential tax savings.

“Our goal is to remove fear and confusion from taxes,” said the Founder & CEO of DynaTax AI, a licensed U.S. CPA. “Small business owners don’t want another complicated tool — they want clarity, reassurance, and confidence that they’re doing things right.”

CPA-Led, Compliance-Focused, and Built in Texas

DynaTax AI was developed by a CPA-led team with real-world tax practice experience, ensuring the platform is grounded in U.S. tax rules and compliance best practices. The company is headquartered in Amarillo, Texas, with engineering and AI development teams supporting the platform globally.

Security and data integrity are core priorities, with bank-level encryption, structured audit trails, and a roadmap that includes licensed professional review workflows for future releases.

What’s Next

The Beta 1 release marks the first phase of the DynaTax AI platform. Upcoming phases will introduce:

• Advanced AI tax research tools for CPAs and EAs
• A professional marketplace connecting business owners with licensed tax experts
• Firm management and workflow tools for accounting professionals

DynaTax AI is currently accepting a limited number of Beta users.

Learn More

To join the beta or learn more, visit https://dynatax.ai