OK Tax
OK Tax is a source-code package and API service for preparing personal tax returns through a local terminal-agent workflow.
What OK Tax is
OK Tax is a source-code package and API service for preparing personal tax returns through a local terminal-agent workflow. Customers download a tar.gz package, keep files in a working folder and run it with agents named by the maker, including Codex, Claude Code, Cursor and OpenClaw. The package contains agent instructions, tax logic, blank IRS forms and a long-lived API key. Its federal-first scope covers W-2 income, interest and dividends, basic stock sales, crypto activity, freelance and Schedule C income, basic rental real estate and selected Form 1040-NR cases. State filing support is described as coming soon. Computations are described as inspectable and deterministic, with readable and modifiable source code. The maker says files stay on the user’s machine during local processing, while the privacy policy describes a shared OCR and PDF backend that may receive documents and related data. OK Tax does not file returns without a separate written agreement. Starter costs $4.90, paid once for 100 PDF pages; Unlimited costs $9.90, paid once for up to 2,000 pages.
Good
- Local workflow keeps files on the user’s machine
- Inspectible, deterministic computations and readable source
- Supports several common income types
- Works with multiple named terminal agents
- One-time plans include defined PDF page limits
Watch out
- No free plan or trial is listed
- State filing support is still described as coming soon
- Complex business and multi-state cases are excluded
- OK Tax does not file returns for users
Who it suits
OK Tax suits individuals with supported federal tax situations who are comfortable running source code through a terminal agent. It is less suited to complex business, multi-state or excluded reporting cases.
Verdict
OK Tax offers a code-first, federal-focused preparation workflow with inspectable logic and one-time pricing. Users must handle the local agent process and confirm their tax situation fits the stated scope.
Plans and prices
From OK Tax's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $4.90, paid once | 100 included PDF pages · full source code and agent instructions · Not stated |
| Unlimited | $9.90, paid once | Up to 2,000 included PDF pages · full source code and agent instructions · Not stated |
The facts
Each one read from OK Tax's own pages, with the date it was checked.
What it does
- Agent compatibility
- The maker names Codex, Claude Code, Cursor, and OpenClaw as agents that can run the workflow.checked 9 Oct 2026
- Backend data
- The privacy policy says the service includes a shared OCR and PDF-processing backend and may receive submitted documents, extracts, logs, artifacts, and payloads.checked 9 Oct 2026
- Computation
- The homepage says computations are inspectable and deterministic, and that the source code can be read and modified.checked 9 Oct 2026
- Exclusions
- Out-of-scope cases include entity returns, payroll or businesses with employees, complex FBAR or FATCA reporting, complex derivatives or tax elections, major multi-state complexity, and irreconcilable records.checked 9 Oct 2026
- Federal scope
- The current workflow is federal-first, and state filing support is described as coming soon.checked 9 Oct 2026
- Local workflow
- Customers download a source code tar.gz package, keep their files in a local working folder, and run the workflow with a terminal agent.checked 9 Oct 2026
- No filing service
- The terms say OK Tax does not prepare, sign, submit, transmit, e-file, mail, or file returns on a user's behalf absent a separate written agreement.checked 9 Oct 2026
- Package contents
- The downloadable package includes agent instructions, tax logic, and blank IRS forms, with a long-lived API key for backend access.checked 9 Oct 2026
- Privacy
- The maker says files stay on the user's machine during the local workflow and return data is not retained after the local run.checked 9 Oct 2026
- Product
- OK Tax is a source code package and API service that an agent uses to prepare a tax return locally with review checkpoints before filing.checked 9 Oct 2026
- Security
- The privacy policy says the company uses administrative, technical, and organizational measures intended to protect information, but does not guarantee perfect security or confidentiality.checked 9 Oct 2026
- Support
- The site lists [email protected] for help and privacy questions.checked 9 Oct 2026
- Supported income
- Supported scope includes W-2 income, interest and dividends, basic stock sales, crypto activity, freelance and Schedule C income, basic rental real estate, and selected Form 1040-NR cases.checked 9 Oct 2026
