Tax

The tax workflows we automate

Each workflow below names what your preparers stop doing by hand. Positions, judgment, and signatures stay with your firm.

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The workflows

14 workflows we automate in a tax practice

Return preparation

Today: a preparer opens each K-1 PDF, retypes boxes and codes into the software, reads the footnotes for 199A, 163(j), foreign, at-risk, and 743(b) detail, and tracks state amounts in a side spreadsheet. At 20 to 40 minutes each, a hundred K-1s is more than a full week of staff time.
We automate: every box, code, footnote item, and state amount extracted into one reviewable schedule, composite and PTET detail included, each figure linked to its source page, formatted for import into your tax software.
You keep: footnote interpretation, elections, and approval before import.

Today: a preparer builds M-1 and M-3 adjustments from the trial balance in Excel, rekeying and footing by hand.
We automate: the recurring adjustments built from the imported trial balance: book versus MACRS depreciation, section 263A, accrued compensation against the two and a half month rule, meals limitations, bad debt reserves. Each adjustment tied to its GL account, totals computed in code.
You keep: the positions behind each adjustment.

Today: a preparer adds each addition to the depreciation schedule by hand or in disconnected fixed-asset software, computes section 179 against its taxable-income limitation and bonus depreciation without that constraint, tracks dispositions and recapture, and rebuilds a separate schedule for every state that decouples from federal bonus.
We automate: the schedule built and maintained from invoices and the fixed asset ledger, method and life applied by asset class, section 179 modeled against its limitation and bonus applied without it, state add-back schedules computed for decoupled states, disposals and recapture calculated, every asset traced to its source invoice.
You keep: elections and disposal characterization.

Today: a preparer builds each partner's beginning capital, contributions, distributions, and allocated income by hand from the trial balance and prior-year return, then reconciles it to tax-basis capital for K-1 reporting.
We automate: capital accounts rolled forward per partner from the trial balance and prior-year data, special allocations applied per the agreement, tax-basis capital reconciled to book capital with the difference itemized, ready for K-1 population.
You keep: special allocation interpretation and approval before the K-1s go out.

Today: a preparer maintains stock and debt basis schedules, at-risk amounts, and passive activity loss carryovers by hand across years and across dozens of K-1 activities, because the loss a partner or shareholder can actually deduct depends on all three limitations stacking correctly, and losing track of one is a common source of amended returns.
We automate: basis, at-risk, and passive loss schedules rolled forward per activity per owner from the prior-year return and current-year data, the three limitations applied in order, each carryover traced to the year it originated.
You keep: characterization of activities as passive or non-passive and material participation determinations.

Multi-state and specialty

Today: every client on extension needs a safe-harbor estimate calculated from last year's liability or a current-year projection, tracked against a filing calendar that runs from March through October across the whole client base.
We automate: safe-harbor and current-year estimates computed from the data on file, the extension and estimate calendar maintained across every client with amounts and due dates surfaced client by client.
You keep: which safe harbor to use and any override of the computed estimate.

Representation and research

Today: transcripts pulled and read line by line, notices triaged by hand, and for non-filers, years of income reconstructed from bank statements one deposit at a time.
We automate: transcript retrieval and analysis against the file, notice classification with deadlines extracted, and full bank-data reconstruction into year-by-year income workpapers. Offer-in-compromise support built from documents into the collection information statements.
You keep: representation strategy and everything filed under your POA.

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How it runs

hands off to extract and normalize

hands off to domain work

hands off to verify

hands off to exception

hands off to output

Stage	Agents	What happens
1. Intake	Document Classifier, Bundle Splitter	The 200-page combined scan split into individual documents, each identified
2. Extract and normalize	K-1 Extraction, Footnote Parser, 1099 Extraction, Basis Rollforward, PAL Tracker, Fixed Asset Rollforward, Capital Account Rollforward, State Allocation, Book-to-Tax	Values extracted with page coordinates, footnotes parsed for the detail that lives outside the boxes
3. Domain work	Prior-Year Comparison, Estimate Calculator, Research Citation	Movements flagged, estimates computed, authorities verified
4. Verify	Extraction Verifier, Footing Verifier computed, Consistency Verifier	Every value re-read against its page, every total recomputed, continuity checked against prior year
5. Exception	Exception Router	Ambiguous footnotes, unusual codes, missing basis, state questions, routed with context
6. Output	Workpaper Population, Software Export	Firm-template workpapers and the import file

The boundary

Every position, every deductibility call, and every signature on the return stays with your firm. Judgment items arrive as flagged decisions with the document attached, never as silent assumptions.

One schedule, from the K-1 intake workflow

What extraction actually produces

The reviewable schedule the K-1 intake workflow above describes: every box, code, and footnote item extracted, linked to the page it came from, and either cleared or held for your review.

K-1 item	Detail	Source	Status
Box 1	Ordinary business income, mapped to K-1 input	K-1_Meridian_Partners.pdf · p.1	Accepted
Box 20, code Z	§199A qualified business income detail	K-1_Meridian_Partners.pdf · p.4	Accepted
Box 13, code K	§163(j) business interest limitation carryforward	K-1_Meridian_Partners.pdf · p.4	Flagged
Box 16	Foreign transactions, cross-referenced to Schedule K-3	K-1_Meridian_Partners.pdf · p.6	Accepted
Footnote, §743(b)	Partner-specific basis adjustment	K-1_Meridian_Partners.pdf · p.7	Flagged
State amounts	Composite and PTET detail, CA / NY / TX	K-1_Meridian_Partners.pdf · pp.8–9	Accepted

Illustrative workpaper · not client data

Name the one costing you the most.

45 minutes with the people who would build it. You leave with a written map of where your hours go and an estimate for each, whether or not we work together.

Book a tax workflow assessment

The tax workflows we automate

The workflows

K-1 intakeA preparer opens each K-1 PDFEvery box, code, footnote item, and state amount extracted into one reviewable schedule+

Brokerage and composite 1099 intakeA preparer works through consolidated 1099s page by pageSummary-to-detail reconciliation computed+

Organizer and source document matchingAn admin or preparer checks what the client sent against the organizer and last year's returnEvery inbound document classified and matched against the expected list+

Book-to-tax workpapersA preparer builds M-1 and M-3 adjustments from the trial balance in ExcelBook versus MACRS depreciation, section 263A+

Fixed asset and depreciation schedule maintenanceA preparer adds each addition to the depreciation schedule by hand or in disconnected fixed-asset softwareSection 179 modeled against its limitation and bonus applied without it+

Partner and shareholder capital account rollforwardA preparer builds each partner's beginning capitalCapital accounts rolled forward per partner+

Passive activity loss and basis limitation trackingA preparer maintains stock and debt basis schedulesThe three limitations applied in order+

Prior-year comparison and rollforwardA reviewer eyeballs this year against last and hopes the material movements catch their attentionEvery material movement flagged and explained from the underlying data+

K-2 and K-3 preparationSomeone senior assembles international detail from partnership records into forms that did not exist five years agoSource data assembled and mapped to the parts and boxes+

State apportionmentApportionment lives in side spreadsheets keyed from state instructionsMarket-based sourcing and cost-of-performance treatments applied by state+

Estate, trust, and gift schedulesAsset schedules, basis detail, and fiduciary accounting income assembled by hand from statements and appraisals for 706Date-of-death and alternate valuation values carried side by side+

Extension and estimated tax calculationsEvery client on extension needs a safe-harbor estimate calculated from last year's liability or a current-year projectionSafe-harbor and current-year estimates computed from the data on file+

IRS representation and non-filer reconstructionTranscripts pulled and read line by lineFull bank-data reconstruction into year-by-year income workpapers+

Research citation verificationAI research saves an hour and then costs it backEvery authority verified to exist and support the proposition+

How it runs

The boundary

What extraction actually produces

Name the one costing you the most.