How It Works
Three steps from raw tax documents to reviewed return
Copy a single install command to add all 16 skills to your AI agent. Then start a conversation with the intake skill, upload your tax documents (bank statements, 1099s, prior year return), and the agent walks you through the full workflow.
Each skill handles one piece: bookkeeping, Schedule C computation, retirement deductions, QBI, estimated tax, and more. The orchestrator assembles everything into a complete federal + California return package.
Your data never leaves your AI conversation. The skills are just instructions — they contain no personal information.
After running the skills, you get a worksheet (the numbers) and a review report (self-checks and flags). Upload both to the platform. Optionally attach the AI conversation for full transparency.
The system validates that all expected sections are present — Schedule C summary, QBI computation, SE tax, estimated payments, and California adjustments. Missing sections are flagged before submission.
We'll connect you with a trusted, verified accountant in our network. They review your outputs against a structured checklist derived from the skills you ran — checking every computation, flagging issues, and leaving detailed comments.
When satisfied, the accountant signs off with a digital attestation — a formal statement that they reviewed your work. You get the full comment trail, the checklist results, and the attestation.
You are still responsible for your tax return. The review is a professional second opinion, not a guarantee.