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$18,400 in itemized deductions including $12,200 in mortgage interest and $4,800 in state taxes (SALT cap applied). This exceeded the standard deduction by $3,850.
Retirement contributions look strong — combined $41,000 in 401(k) contributions. Consider a backdoor Roth conversion for additional tax-advantaged growth.
Estimated tax payments may need adjusting — Q3 and Q4 payments were $800 short of the safe harbor threshold, which could trigger an underpayment penalty next year.
Example AI-generated summary — shared with client in one click
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Go beyond the numbers. Surface optimization opportunities, flag risks, and provide proactive planning recommendations that demonstrate your expertise.
When clients see a detailed, professional analysis with every return, they understand the value of your work. Stop competing on price.
Walk clients through their return with confidence. The summary becomes a conversation starter for tax planning, estimated payments, and next-year strategies.
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Most firms hand clients a copy of their return and call it done. You'll deliver a branded analysis that keeps clients coming back and referring others.
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In seconds, our AI reads every line, cross-references schedules, and generates a comprehensive summary with key insights.
Review the analysis, make any edits, then share via PDF or a secure link. Your client gets a deliverable that makes your work tangible.
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