Upload a tax return. Three specialized agents — Inspector, Strategist, Auditor — run in sequence inside one case chat. Every finding is cited to the IRC, IRS publications, or your state's DOR rulings.
Each agent is a specialist that reads the previous agent's output before it writes a single word. Inspector builds the record. Strategist monetizes it. Auditor defends it. All inside one case chat — so you can see their reasoning and challenge any of them in real time.
Reads the return line by line against the Internal Revenue Code, Treasury regulations, IRS publications, and the state DOR rulebook for the client's resident state. Treats silence as a flag.
You receive: A numbered list of findings, each citing the specific IRC section, Treasury reg, or IRS publication. Severity flagged: Error · Warning · Opportunity.
Takes Inspector's compliance record and the client's full financial profile, then surfaces every legitimate planning move — with a dollar estimate for each. Every strategy is cited; nothing invented.
You receive: Prioritized strategies with estimated savings, legal authority, and implementation steps. High / Medium / Low effort tagged for each.
Reads Inspector and Strategist side by side, recomputes every number, challenges every citation, and scores audit risk before your client sees a single word. The last line of defense before delivery.
You receive: A verdict on each Inspector finding and Strategist recommendation — Confirmed ✓, Corrected ⚠, or Withdraw ✗ — plus an overall audit-risk score (Low / Moderate / High).
Found 3 items requiring attention. (1) Schedule C vehicle deduction of $18,400 lacks mileage log documentation — full deduction at risk under §274(d). (2) QBI deduction on $185K pass-through income: W-2 wage limitation not applied, overstated by $4,620. (3) No Form 8606 filed despite non-deductible IRA contribution in 2023.
Three opportunities at this income level: (1) Solo 401(k) — $46,000 employee + employer contribution room unused, saving ~$14,720 in federal tax. (2) Cost segregation study on the rental property would accelerate ~$38,000 in depreciation into 2024. (3) FL domicile established — no state income tax, no action needed.
Inspector confirmed. Strategist item (2) corrected: cost segregation benefit is $28,200, not $38,000 — land value (non-depreciable) must be excluded. Solo 401(k) savings verified. Audit risk: Moderate — Schedule C vehicle flag is the primary exposure.
Can we fix the QBI deduction and still file before the deadline?
Yes. File an amended return (1040-X) or, if the original hasn't been filed yet, correct Schedule QBI before submission. The correction increases taxable income by $4,620 — additional tax owed is approximately $1,710. Recommend extension if needed to address the vehicle documentation first.
The entire pipeline runs automatically. You only step in when you want to ask a question or push back on a finding.
Enter name, filing status, and resident state. The system pulls the right state DOR ruleset automatically.
Drop the 1040, W-2s, 1099s, K-1s, schedules. Auto-classified by type. OCR handles scanned PDFs.
Inspector → Strategist → Auditor run in sequence, streaming into one chat thread. Watch it think in real time.
Ask follow-up questions in the same chat. The right agent responds — with citations. Every answer is on the record.
One click generates a co-branded PDF with your firm's logo. Full audit log attached. Signed with your name.
All plans include all three agents, PDF reports, and the full 50-state knowledge base. Upgrade anytime, cancel anytime.
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