AI Tax Return Summaries - Explain Any Return in Plain English
Convert a finished 1040 or corporate return into a clear, client-ready summary of what changed and why.
Plain-English summaries for 1040 and corporate returns
2025 Return Summary - J. Doe
Your refund increased $1,240 year over year, driven mainly by a higher QBI deduction and updated withholding.
Taxable income fell 4% even as gross income rose, thanks to retirement contributions and itemized deductions.
How it works
- 01
Upload the return
Drop in the completed 1040 or corporate return.
- 02
AI builds the narrative
Key figures and changes are translated into clear prose.
- 03
Review and send
Edit the draft, then deliver it to your client.
Why firms use it
Plain-English output
Clients understand their return without a tax dictionary.
Year-over-year context
Highlight what moved versus last year and the reasons behind it.
Brandable format
Export summaries that match your firm's voice and style.
Minutes, not hours
Generate a polished summary the moment the return is done.
Built for real workflows
Individual 1040 summaries
Corporate return recaps
Client review meetings
Start today
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.