Tax Return Review for Small Business Tax Preparers
The Problem
Senior reviewers spend hours tick-and-tying Small Business Tax returns against source documents and prior year — and small-dollar variances still slip through into partner review.
What We Build
AI reconciles each line of the return against source docs in UltraTax CS and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
Tools & Integrations
How It Works
Discovery Call
We map your current tax return review process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate tax return review?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.