AI tax-return review · private beta

Catch every issue before you file.

TaxSquid reviews 1040s, 1065s, and corporate returns line by line — flagging risks, reconciling every number, and writing the review memo in minutes, not hours.

Set up in minutes Your data stays private Built by reviewers
Acme Holdings LLC
Form 1065 · Tax year 2025
Review complete
Reviewing 142 checkpoints100%
Schedule M-1 out of balance
Sch M-1 · Line 9
Guaranteed payments mismatch
Sch K · Line 4
Partner capital rounding
Sch L · Line 21
Reviews every return your firm files
Form 1040Form 1065 Form 1120Form 1120-S Form 990Schedule C Schedule ESchedule K-1 Form 1041Form 8949 Form 4562 Form 1040Form 1065 Form 1120Form 1120-S Form 990Schedule C Schedule ESchedule K-1 Form 1041Form 8949 Form 4562
142+
checks per return
98%
of issues caught pre-file
9 min
average review time
40K+
returns reviewed
Why firms switch

A second set of eyes that never gets tired

Every return gets the same rigorous, schedule-by-schedule review — at 2pm or 2am, on return one or return five hundred.

Sees what tired eyes miss

Cross-checks every schedule, tie-out, and carryforward against the source documents — the kind of mismatch that slips through at the end of a long day.

Reviews schedule by schedule

Walks M-1, M-2, L, K and every K-1 the way a senior reviewer would — with the reasoning shown, not just a red flag.

Writes the memo for you

Delivers a clean, plain-English review memo with every issue, severity, and reference — ready to drop into your workpapers.

How it works

Deep review, not surface scanning

Reconciliation

Every number, tied out

TaxSquid pulls totals from the return and the underlying ledgers and reconciles them automatically, surfacing the exact line where things drift.

  • Book-to-tax differences explained, not just flagged
  • Balance sheet and M-1 cross-checked to the penny
  • Prior-year carryforwards verified
Net income per books$1,284,300
Schedule M-1 line 1$1,284,300
Taxable income (computed)$1,212,900
Reconciliation confidence
Risk ranking

Issues ranked by what matters

Not every flag is worth your time. TaxSquid sorts findings by severity and exposure so you start with what actually moves the return.

  • High / medium / low with dollar impact
  • Audit-risk signals by industry (NAICS)
  • One-click sign-off as you clear each one
HIGHM-1 out of balance$71.4K
MEDGuaranteed payments$12.0K
MEDMeals 100% deducted$4.8K
LOWCapital rounding$120
Review memo

The write-up, done

Close the loop with a partner-ready memo that documents what was reviewed, what was found, and how it was resolved.

  • Plain-English, firm-branded output
  • Exports to PDF or your document system
  • Defensible audit trail on every return
Review Memorandum

"It's like handing every return to our most thorough senior — except it comes back in ten minutes with the memo already written."

DA
Dana Albright, CPA Partner · Level Advisors
Pricing

Simple, per-return pricing

No seats, no annual contracts. Pay only for what you review. Volume discounts available for firms reviewing 100+ returns per year.

Starter

Up to 25 returns/year
$29/return
Billed per submission
Get started
MOST POPULAR

Firm

26–200 returns/year
$19/return
Billed per submission
Get started

Enterprise

200+ returns/year
Custom
Volume pricing + SLA
Contact us

Stop dreading review season.

See TaxSquid review a real return, end to end, in under two minutes.

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