Think of TaxRecon as your smartest junior associate — one that reads every W-2, every 1099, and every line of the return, then tells you exactly what doesn't tie. No missed boxes. No transposed numbers slipping through.
More confidence in every return you sign. At a fraction of the cost of another staff member.
TaxRecon AI was founded by a licensed CPA — someone subject to Circular 230, state board ethics rules, and the same professional standards you follow. This isn't a tech company guessing at compliance. The architecture was designed around your obligations from day one.
The moment analysis completes, every uploaded PDF is permanently deleted from our servers. We never store your clients' tax returns or workpapers. Only the reconciliation numbers remain — no SSNs, no W-2 images, no source files.
Your client data is processed once to generate reconciliation results — then it's gone. It is never stored in any dataset, never used to fine-tune models, and never shared with any third party for training purposes.
All data is encrypted in transit and at rest. Every firm operates in a completely separate data silo — no shared workspace, no cross-firm access, no way for another user to see your clients' cases.
Questions about how we handle data? Email us directly or read our Privacy Policy
Upload the documents, click Analyze, and see every line cross-referenced. This is what your AI associate does on every single return.
Except this one never gets tired, never skips a line, and costs a fraction of what you'd pay a staff member.
Upload the 1040 and all the workpapers — W-2s, 1099s, 1098s, K-1s. TaxRecon figures out which is which by reading the actual content, not the filename.
TaxRecon reads wages, interest, dividends, withholding, capital gains, retirement — every key field — and cross-references them against the return. Multiple W-2s or 1099s? It sums them and verifies the totals.
Every line is marked match, mismatch, or missing — with notes explaining exactly what's off. You know where to look and what to fix before you sign and file.
Built by a CPA who knows the reconciliation process inside out. TaxRecon gives you the confidence that every number has been verified — faster and at a fraction of the cost.
Every W-2, 1099, and source document is read and cross-referenced against the 1040. You sign knowing an AI associate has verified the numbers — not just your tired eyes at 10 PM.
Tired staff skip lines. Transposed numbers slip through. TaxRecon checks every line mechanically — wages, interest, dividends, withholding, capital gains, retirement, Social Security — and flags every discrepancy.
Clients send files named "scan001.pdf" or "taxes final FINAL.pdf". TaxRecon reads the document content to classify — not the filename. Upload what you have and it figures out the rest.
Client has three W-2s and five 1099s? TaxRecon identifies each one, sums the totals by category, and reconciles the aggregate against the return — automatically.
Source documents are deleted the moment analysis completes. No SSNs sitting in a cloud bucket. No W-2 images retained. Only the reconciliation numbers stay — and those belong to your firm alone.
A junior associate costs $50K+ a year. TaxRecon gives you the same second set of eyes on every return for $49/month — covering your entire firm with unlimited reconciliations.
One plan. Unlimited reconciliations. No per-return fees.