What problem does it solve? Taxpayers routinely overpay because they miss deductions like QBI, self-employed health insurance, or HSA contributions, and spotting these gaps requires deep knowledge of IRS forms and annually changing limits. ## Core Features & Use Cases - Return Review Checklist: Systematically checks filing status, standard vs. itemized deductions, Form 8995 (QBI), Schedule 1 adjustments, and carryforwards. - Missed Deduction Detection: Flags commonly overlooked deductions for W-2 employees, self-employed filers, investors, and homeowners, with quantified savings estimates. - Tax-Advantaged Strategy Guidance: Prioritizes HSA, 401(k), Roth/backdoor Roth, and 529 contributions based on the filer's bracket and situation. - Use Case: A self-employed consultant shares last year's return; the review finds no Form 8995 despite Schedule C income, identifying a missed QBI deduction worth roughly $4,200 and an amendable refund. ## Quick Start Review my attached tax return and list any missed deductions with estimated savings for each finding.
