2025OK Tax

Local-first tax workflow

Run your 2025 tax prep with your agent.

OK Tax is a source code package and API service your agent uses to prepare your return locally, with review checkpoints before you file.

Buy and downloadSee how it works

Pricing

Standard federal returns

Starter

$4.90$10.00

100 included PDF pages

  • Full source code and agent instructions
  • 100 included pages on the PDF OCR service
  • Best for W-2, brokerage, crypto, and freelance combinations

Best for

  • Individual return with a few W-2s, brokerage, or freelance forms
  • Freelancer or investor with a straightforward records

For large document sets

Unlimited

$9.90$20.00

Up to 2,000 included PDF pages

  • Full source code and agent instructions
  • Up to 2,000 included pages on the PDF OCR service
  • Built for active traders, crypto-heavy portfolios, and bulk statements

Best for

  • Power users with bulk statements and mixed records
  • Anyone who doesn't want to think about page limits

How it works

Fast, local, and private by default.

Your agent runs the workflow on your machine. We ship the package and API access, but we do not store your tax return data.

01

Download the package and save your API key

Start with the source code tar.gz package and the API key you receive after checkout. You work locally, not inside a vendor website.

02

Keep your files on your machine

Extract the package locally and point your agent at your own docs and working folder so the workflow stays in your environment.

03

Run the quick-start and hand it to your agent

Use the included quick-start command, then ask Codex, Claude Code, Cursor, OpenClaw, or any agent to run the workflow.

04

Review artifacts before filing

Review the outputs, PDFs, and support boundaries yourself. We do not retain your return data after the local run.

Supported scope

  • W-2 income, interest, and dividends
  • Basic stock sales and brokerage gain/loss reporting
  • Crypto sales, swaps, transfers, staking, mining
  • Freelancer and Schedule C income
  • Basic rental real estate
  • Selected Form 1040-NR cases

Coming soon

  • State filing support

Out of scope

  • Entity returns: S corps, partnerships, C corps, trusts, and estates
  • Payroll or businesses with employees
  • Complex foreign reporting such as FBAR or FATCA
  • Complex derivatives, tax elections (Section 475, wash sale elections, etc.)
  • Major multi-state complexity
  • Cases with missing or irreconcilable records

Comparison

Cheaper and more flexible than TurboTax.

OK Tax
Traditional Software
Starting price
$4.90
$69 and up, depending on edition and filing extras
Workflow model
Local, agent-driven workflow in your own folder
Hosted interview flow inside a vendor website
Customization
Editable prompts, instructions, and source
No customization; fixed vendor workflow
Privacy posture
Runs on your machine by default; we do not retain your data
Data is collected and retained by the vendor
Reviewability
Inspect artifacts, PDFs, and support boundaries before filing
Trust the vendor's output without artifact inspection