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Summarize Q3 tax liabilities for Acme Corp and flag any anomalies.

Q3 Summary — Acme Corp

Federal liability $84,200
State (CA) $12,450
Payroll taxes $31,875
Anomaly detected: Meals & entertainment deduction is 340% above prior year average. Manual review recommended.
Ask about any client or tax code...
IRC §179 verified
Compliance auto-checked
10×
Faster tax research
300+
IRC codes monitored
$2M+
Client savings found

Your AI partner at every stage

From onboarding a new client to filing the final return, LedgerAI works alongside you.

Upload any financial document

Drop in bank statements, prior returns, invoices, or trial balances. The AI reads, categorizes, and structures everything — no manual data entry required.

Q3_2024_bank_statement.pdf
Bank Statement
847 transactions parsed
acme_corp_1099.pdf
1099-NEC · 2024
Contractor income: $42,000
trial_balance_oct.xlsx
Trial Balance
12 accounts reconciled
Tax Opportunity
Section 199A Deduction
Estimated savings: $18,400 — Qualifies as pass-through
Review Required
Home Office Deduction
Needs client confirmation of exclusive business use
Applied
Bonus Depreciation §168
$24,000 captured automatically from asset schedule

AI surfaces every deduction and risk

The agent cross-references your client's data against 300+ IRC codes, flags savings opportunities, and surfaces issues that need your professional judgment — ranked by dollar impact.

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