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Insightful Tax Return Analysis

Advanced computer vision scans personal tax returns with unmatched precision. Our LLM-powered agentic workflow then transforms that data into a clear visual tax summary, dynamic data visualizations, and expert-level observation notes—delivering actionable insights through our Ai Tax Planning Tool at a glance.

Instant Client Ready Report

Generate a client-ready report instantly once strategies are selected. Reports can be updated at any time as facts change. Impress clients after the initial discovery meeting or when navigating complex tax cases. Win more engagements, strengthen client relationships, and grow your high-value advisory services.

In-depth and Personalized Tax Strategies

Based on your client’s uploaded tax returns and intake form, our high-reasoning AI models generate an in-depth, personalized tax plan—complete with actionable strategies, step-by-step implementation guidance, detailed tax savings calculations, relevant citations, and risk assessments with de-risking recommendations.

Proactive, year round Tax Planning and Advice

Your AI Assistant retains the memory of your client’s tax information and is continuously trained on the most current tax strategies—making it your trusted partner for delivering proactive, personalized tax advice all year round

Try the AI Tax Assistant for FREE!

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