A guided SaaS tool that diagnoses the specific tax form mistake, auto-generates the correct amendment paperwork (1040-X, excess removal forms, CRA waiver letters, state business amendments), and calculates interest, penalties, and income adjustments. Users answer plain-language questions; the tool produces ready-to-file documents and tracks submission status with both IRS and CRA. Includes templates for penalty abatement letters and integrations with major HSA/RRSP custodians.

Rising self-filing rates, complex multi-account tax situations (HSA, TFSA, RRSP, 1099 income), and growing IRS/CRA enforcement make form errors more common and costly, while LLMs finally enable accurate, personalized guidance at scale.