Tax Solutions
Helping advisors, accountants, and tax preparers improve accuracy, efficiency, and client readiness.
Tax Prep Checklist
Personalized, organized tax document checklist so that the taxpayer doesn’t have to try to identify what is needed.
- Identifies the specific documents by source and type
- Based on the individual’s prior tax data
- Designed for even first-time filers
- Logo and color branding
Tax Return History Worksheet
Year-by-year comparison of a client’s historical 1040 tax returns delivering every line from the IRS return transcript in a structured Excel format.
- Quickly analyze trends
- Surface discrepancies
- Enhance tax planning
- Dive deep into tax data with the click of a button
Making verified IRS data more usable, more proactive, and more client-friendly.
EXPERIENCE TAXSTATUS
Try it out
Pull your own Tax Prep Checklist, verify your own financials, and explore the client consent process, reporting, and insights firsthand for free.
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Schedule a Meeting
Have questions or want a deeper walkthrough? Schedule time to meet with Browning E. Mank, Head of Sales.