A specialized tax analysis tool that ingests users' tax documents (W-2s, 1099-Bs, K-1s, etc.), automatically detects misclassifications and reporting anomalies, and models multiple filing scenarios side-by-side. It would flag issues like ISOs incorrectly reported as W-2 income, calculate AMT exposure with quarterly estimate breakdowns, and reconcile discrepancies between different tax software outputs—giving users clear, actionable recommendations before they file.

Tax complexity is increasing as more workers hold equity compensation (ISOs/RSUs), invest in ETFs, and operate pass-through entities like S-corps. Meanwhile, IRS enforcement is ramping up with new funding, making accurate reporting more critical than ever. Advances in document parsing and AI reasoning make it newly feasible to automate the expert-level analysis that previously required a costly CPA^?.