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
Upload the return
Drop in the completed 1040 or corporate return.
AI builds the narrative
Key figures and changes are translated into clear prose.
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
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.