Taxes & bookkeeping
Cleanup, penalties, deductions, credits.
Clean up a year of messy books before tax time
Export the year, have AI categorize to Schedule C lines with an 'uncertain' flag, reconcile to statements, and produce a summary for your preparer.
Savings: Illustrative: catching $3,000 of missed deductible expenses saves a freelancer in a ~30% combined bracket ~$900, and a cleaner file can lowe…
Request IRS first-time penalty abatement
AI checks whether you meet FTA criteria from your transcript and writes a call script and backup letter.
Savings: Illustrative: failure-to-file/pay penalties can be hundreds to thousands; First-Time Abatement removes penalties (not interest on tax) if yo…
Find missed credits and amend the last 3 years
Upload past returns (redacted); AI lists credits/deductions you might have missed given your situation, for your preparer to confirm and amend via Form 1040-X.
Savings: Illustrative: commonly missed items (Saver's Credit, energy credits, education credits, home-office for self-employed) range from a few hund…
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