What problem does it solve?
It helps users review their tax returns to find commonly missed deductions and strategies that can reduce tax liability, translating a messy return into a clearer action plan.
Core Features & Use Cases
- Return review for missed savings: Flags likely missed deductions and tax-advantaged moves based on common filing patterns.
- Planning guidance and prioritization: Suggests year-round options (e.g., retirement accounts, HSAs, self-employment deductions) and provides a prioritized account strategy.
- Checklists for common forms: Guides users to verify presence and correctness of key items like QBI (Form 8995), Schedule 1 adjustments, and standard-vs-itemized outcomes.
Quick Start
Ask the tax-reviewer skill to review your tax return for commonly missed deductions and provide a prioritized list of potential savings while clearly separating confirmed items from items to investigate.