From Upload to Insight: Our Work‑In‑Progress A.I. Review Identifies Retirement Savings, But COVID Skews Some Advice

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Our A.I.-assisted tax return review tool is an evolving part of the AGCPAs experience. Clients and visitors can upload their tax returns—either identified or anonymized—and receive real-time suggestions on key planning opportunities.

Currently, the system excels at flagging:
- Missed retirement savings contributions
- Inconsistent income year-over-year
- Filing status mismatches

However, the system is still a work in progress. COVID-era data, including special relief programs, has led the A.I. to occasionally recommend government assistance programs no longer active. In such cases, the system automatically flags the response for a CPA review.

For complex returns, a CPA-reviewed insight is delivered within 48 hours. This layered model ensures quality while allowing scalable access. Over 90% of our uploads now come from non-clients, showing growing demand for expert review without the wait.

Users can choose to anonymize uploads. If so, a follow-up is not possible unless the documents are re-uploaded with contact details.

Thank you for helping us train the system. Every return strengthens our recommendation engine. Our mission is clear: to blend A.I. speed with CPA expertise—so you get smarter advice, faster.

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Get Clarity, Fast — Then Go Deeper with a CPA

Upload Your Tax Return. Ask Smarter Questions.
Our automated system reviews your past return and flags opportunities, questions, or issues worth discussing with a tax professional. You’ll receive a personalized summary — no login required.

Wondering...

  • Did I use all my tax credits and carryovers?

  • Do I have any unused foreign tax credits?

  • Could I qualify for additional credits next year?

  • Should I expect a tax bill now that my salary has increased?

  • What credit might I get if I purchase an electric vehicle?

Try It Risk-Free. Then Let’s Talk.
We’re currently testing this tool with simpler returns. Most reviews still require a CPA’s analysis — and that’s where AGCPAs comes in. If your return qualifies for AI-only review, you’ll get instant suggestions. If not, we’ll follow up with next steps.

Optional Anonymized Upload
To protect privacy, you may anonymize your upload. Identifying headers (name, SSN, address) are removed during OCR processing.
⚠️ Important: Anonymized uploads cannot receive follow-up advice. If you later decide to engage us, you’ll need to re-upload your original return.

Try the Review Tool Now →
It’s fast, private, and a smarter way to start the conversation.