Make complex returns routine
Prepare 1040 and 1041 work around your tax engine, keeping source documents, calculations, issues, and client information connected for review
From client documents to completed return
Get the right information from every client
Requests, reminders, documents, and e-signatures stay connected to the return
Turn source documents into a prepared return
Interpret documents, populate workpapers, handle complex K-1 activity, and flag what needs attention
Start with the work that needs your judgment
See prepared values, open issues, changes, and supporting work together without reviewing the return from scratch
Move approved work into your tax engine
Keep your existing tax engine authoritative while the completed engagement and client delivery stay connected
Fast to draft, built to defend
Notice ready
All IRS and state notices with automatic remediation suggestions
Context aware
Customized tax strategies and analysis, down to how each K-1 is treated
Tax engine sync
Roll forward and sync from your tax engine
Full control
See and approve agent changes
Trace to source
Every figure traced to its source
From governing instrument to beneficiary K-1
Bring trust documents, tax data, and beneficiary activity together so your team can prepare complex 1041 engagements with the full picture in view
Governing instrument
The highlighted provision, how it’s treated, and where it came from
Trust calculation to K-1
Income, distributions, DNI, and allocation across beneficiaries, carried through to each beneficiary’s K-1
From pilot to production in months
Armanino onboarded hundreds of clients and changed how tax review happens
