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Accounting & Tax Pro Tier

Amy Vlahos, EA — Tax & Accounting Services

A full-service AI-powered tax portal that handles the entire client lifecycle — from document intake to completed returns, with AI classification, e-signatures, and integrated payments.

About the business

Amy Vlahos is an Enrolled Agent specializing in individual and small business tax preparation in the Wantagh, NY area. With a 5.0-star rating on Google and over 23 reviews, her practice is known for personalized service and attention to detail. We built her a custom AI-powered portal so she can manage clients, collect documents, and deliver completed returns — all digitally.

3535 Jerusalem Ave, Wantagh, NY 11793
(516) 744-6244
5.0 stars — 23 Google Reviews
Mon–Fri, 10 AM – 6 PM

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What we built

Client Management Full client database with status tracking, document history, and contact details
AI Document Classification Upload a W-2, 1099, or driver's license — AI identifies and categorizes it instantly
Tax Return Tracking Visual progress pipeline from document gathering through filing completion
E-Signatures Clients sign engagement letters and returns directly in the portal — no paper
Stripe Payments Clients pay invoices online with credit card. Accountant sees payment status in real time
Dual Dashboard Separate portals for the accountant (admin view) and clients (self-service)
2 Apps, end-to-end
100% Client workflow online
0 Developers she had to hire
0 Issues in production
"Pyxeon built my entire client intake app end-to-end — a secure portal where my clients upload tax documents, sign forms, and pay online, plus an AI assistant that handles their questions automatically. What would have cost me tens of thousands in developer fees (and probably never would have gotten built) was live in a few weeks. It's saved me a huge amount of time and money, and my clients love how easy it is."
Amy Vlahos Amy Vlahos, EA — Accounting & Tax Services
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