This year ends two ways. $18,400 apart.
April is too late. December is not. An S-corp election, a retirement contribution, the timing of a purchase — each one priced on your own file before the window closes. Your CPA signs every number.
Illustrative: an S-corp election and a retirement contribution, priced on one file. A difference between two endings — not a saving. Your CPA sets every number and signs.
For CPAs & tax firms
Every client on one line, then one client's cash: alerts, AP & AR aging, and one approved client note. Narrated, about two minutes; recorded from the product, sample data is fictitious.
For business owners
The owner's side — what a late quarter costs, and what your CPA actually needs from you.
It sorts. It never decides anything about your return.
Sent back before it reached anyone
Nothing passed on
That file covers Jan–Dec 2025. They asked for the 2026 year-end statement.
Nothing was passed on. Send the right one and this clears itself — your accountant never sees the wrong copy.
Whether a filing is required, and the signature, stay with your CPA or EA. This end of it is just getting the paper right.
Asked three times for the same file.
You already sent that. It's somewhere in an email thread from February. Now it's March and they're asking again.
Another portal, another password. A login you use twice a year, for the twenty minutes it takes to upload four files.
Wrong one, three weeks later. You sent what you had. Nobody looked at it until it mattered, and by then it was the wrong year.
The window is closing
Illustrative. Your CPA sets every number and signs.
Built for how the business actually makes money
A hardware company's books don't behave like a seller's, neither behaves like a family with accounts in two countries, and none of them behave like a rental portfolio. Each vertical carries its own account mapping, KPIs, filing calendar — and where the positions are statutory, the tests that govern them.
E-commerce sellers
A 12-state economic-nexus check with the statute cited per state, marketplace-collected sales kept separate, and seller KPIs computed from your real chart of accounts.
See what it tracks →Hardware & robotics
Inventory and margin KPIs mapped to hardware-specific account lines, and an industry filing calendar layered onto your entity's own deadlines — every one priced where a penalty formula exists.
See what it tracks →Cross-border individuals
FBAR and Form 8938 checked from your own statements, a draft 8938 and FBAR worksheet with every unconfirmed field flagged — and the whole chase runs in English or Chinese.
See what it tracks →Real estate
§469(c)(7) hours tested per spouse, then material participation as a separate gate; PTE elections with the deadline that voids them; cost segregation held at a basis range, never priced as a benefit.
See what it tracks →── Your end of it
Get the paper right. That's all this asks of you.
Send it, once
One link from your accountant. No account, no password, nothing to install, and you can come back to it whenever the next statement turns up.
See your own position, if you want to
You can run the same check on your own documents before anyone asks — which thresholds your balances cross, and on what date. It comes out as an organized file with its sources attached.
Every deadline carries its dollar figure
Overdue estimated tax shows the interest already accrued and what it grows per day — $3.84/day on a $20,000 shortfall, at the federal §6621 rate. Statute-computed, never modelled.
Your accountant's sign-off, visible
Nothing lands on your list until your accountant reviews and releases it — each line shows who released it and when.
It never tells you what to do about your taxes.
Nothing here asks you to understand a form or decide anything. Your CPA or EA reviews what comes out of it, and signs.
Every run becomes memory
Calls, documents and decisions logged — nothing lives only in someone's head.
Last year drafts this year
Last year's filings become this year's expected checklist, flagged early.
You approve what goes out
Nothing leaves under your name until you have read it.
Nothing here is tax advice
It organizes documents, checks them against the list, and turns them into one sourced file. That is where it stops.
No advice
It never says what to file.
No decisions
No filing decision is made for you.
Never signs or files
It does not prepare, sign, or submit any return.
Whose call it is
Whether and how to file is your CPA's or EA's — judgment and signature.
── Simple pricing
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See it on one real file.
Bring one file and see what the draft looks like. No card required to start.
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