VERIFIED...powered by TaxExact

You don't have time to be doing detailed reviews on 1040 returns.

Verified by TaxExact removes that firm bottleneck and gives you time back to invest in higher value conversations with clients.

Our clients enjoy time and peace of mind. Time that can be re-invested in more profitable advisory services. Peace of mind - and proof- that 1040 returns have been verified for accuracy.

Move 1040 reviews off your plate.

You need a way to remove the review bottleneck from your firm and focus on more profitable work.

Let us handle the detailed review.

Our team of reviewers (onshore and offshore) use our patent pending technology, TaxExact™, to verify the totals on the return, isolating errors with notes linked to specific areas where any discrepancy has been identified.

Be empowered with time and peace of mind.

You get a deliverable that can be finalized in a fraction of the time it takes the 'old school' way of reviewing 1040s. That same deliverable can be used for client delivery meetings and for demonstrating various scenarios to clients.

"If I could just find reviewers..."

"I can't go through another tax season like the last 2."

"How do I find time to focus on advisory services when clients wait til the last minute to get everything to us?"

We see beyond 1040 preparation automation. We believe in revolutionizing the 1040 review so firms can provide the proactive services clients need.

You deserve a partner who knows how to review 1040s and can provide proof of an accurate review. From simple returns to the most complex, our team has helped partners gain the time they need to proactively advise and consult. Isn't that more fun than reviewing 1040s anyway?

Let's get started. Easy as...

Schedule a Demo

Book your demo and consultation. We want to learn about your firm and understand your goals.

Outsource your 1040 reviews

Together, we'll build a plan that includes the number and complexity of 1040 returns you want to outsource to us for review- either onshore or offshore.

Advise and Consult

With detailed technical reviews off your plate, you can finally focus time on providing the high value, proactive services clients need- and will pay for.