Product System
Each module handles one professional stage on a shared evidence chain. From raw documents to filed returns, every judgment keeps its basis, adjustments, and review record.
AI-guided conversational intake — identity, US residency status, entity type (individual / LLC / C Corp / S Corp), state of formation, multi-tier SPVs. One account manages multiple entities with related-party tracking and deadline reminders.
Broker 1099-B/DIV, W-2, K-1, bank CSVs, contracts and legal files — auto-grouped into income, expenses, asset purchases, equity transactions, dividends, and withholding. Broker and bank API connections are planned.
Automatic capital gains: cost basis, holding period, long/short-term split. Foreign tax credit estimates and state-by-state income allocation. M&A transaction modeling is an enterprise add-on.
Simulates an IRS audit view across your package: 1099 mismatches, unsupported losses, nonresident worldwide-income mistakes, SPV transfer-pricing exposure. Outputs a risk report with code references and remediation advice. High-risk items lock until a licensed professional releases them.
Maps reviewed results to 1040NR, 1065, 1120/1120S, 1099 series and W-8BEN drafts; exports PDF returns and Excel workpaper sets. Add CPA/EA reviewer accounts with annotation permissions; generate tax summary memos for diligence and boards.
Ask questions against IRS federal tax law and state codes — answers cite statutes and rulings with source links.
Connected intelligence
Track document processing, transaction classification, risk flags, and pending reviews in one place — every step with basis and status.
Capability status
1040NR nonresident filing, US equity capital gains, 1099 parsing, basic state tax, risk scanning, workpaper export.
LLC partnership 1065 filing, K-1 handling, R&D credits, ESOP equity incentive tax modeling.
C Corp / S Corp modules, M&A tax modeling, FIRPTA computation, public-company tax note estimates, broker/bank API and IRS e-file integrations (authorization-dependent).
