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1040 Automation
Individual returns with support schedules
1065 Automation
Partnership returns with K-1 generation
1120-S Automation
S-corp returns with K-1 flow-through
1120 Automation
C-corp returns with full schedule support
1041 Automation
Estate & trust returns with beneficiary K-1s
990 Automation
Exempt-org returns for nonprofits
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Tax Preparation
Automate tax return data entry
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Two hands editing documents with red pen: one marking text, the other checking off a list.
Why 94% still needs professional review
Line-by-line accuracy is climbing, but the errors that slip through are the ones that require human judgment. Here's what that looks like in practice.
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Past Events

August 28, 2025
NYC

Whiskey Night

An evening of fine whiskey, curated pairings, and conversation—connecting New York’s leading CPAs in a relaxed, private setting

Learn more
May 5, 2025
Las Vegas

The AI Skeptic

The AI Skeptic is a private, invite-only event hosted during the BDO Alliance EVOLVE 2025 conference.

Learn more
October 23
Five Iron Golf

NYC Golf Invitational

A one-day golf showdown in the heart of NYC where top accounting and tax firms compete for cash prizes, bragging rights, and the city’s golfing crown

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