Four steps. About 72 hours. Real refund.
From the moment you drop your PDF to the moment your CPA-reviewed report unlocks — here's what happens behind the scenes.
Upload your last 4 returns
Drop your filed 1040s from 2021–2024. PDF only, encrypted at rest, auto-deleted after review.
AI scans line by line
Our engine reads every schedule and cross-references the IRC, Pub 17, and Pub 334 to surface what you may have missed.
CPA reviews each finding
Tony Dixon, CPA, validates every finding against your facts before any number reaches you.
Receive your report
Each finding cites the IRC section, estimates dollar impact, and explains the recommended action in plain English.
Every deduction comes with the receipts.
Title, severity, audit-risk, dollar impact, IRC citation, plain-English explanation, and the next step. This is what every line in your report looks like.
- Cited to IRC, Pub 17, Pub 334, or Circular 230
- Conservative dollar-impact estimate
- Severity flag: low / medium / high
- Audit-risk flag separately scored
- Recommended action — file Form X, attach Form Y
Missed §199A QBI deduction on Schedule C income
Your Schedule C consulting income qualifies for the Qualified Business Income (QBI) deduction, but it was not claimed. For tax year 2024, eligible self-employed taxpayers under the income threshold can deduct up to 20% of qualified business income. Based on the $54,200 of net SE income reported, this is a sizable miss.
Generated by Claude · CPA-reviewed
Why we picked Claude — and why your CPA still signs off.
The IRS is unforgiving. We use the most capable model on the market, then verify every finding against the actual code.
Powered by Anthropic Claude
Findings are generated by Claude, prompted with the IRC, Pub 17, Pub 334, and Circular 230. Each output is constrained to cite a specific section.
Validated by Tony Dixon, CPA
No finding ships to a client without CPA review. Tony or one of his licensed reviewers approves, requests changes, or rejects each one.
Your past tax returns owe you money.
Free scan. No credit card. Findings preview in under 10 minutes.
TaxScan provides analytical insights. We are not a substitute for legal or tax advice. Findings are reviewed by licensed tax professionals before any amended return guidance is issued.