Built for solo CPAs — Illinois coverage listed with selected research references and practitioner review.
Taxerity’s state-coded deduction review is built for solo preparers and enrolled agents running a one-person shop across multiple states. IL officially shipped this week, anchored in 35 ILCS 5/203 (base-income / base-income add-back interplay) and 35 ILCS 5/201 (the 4.95% individual rate), with Schedule IL-E + IL-EIC material presented for review. The same four federal anchors — §280A home-office, §274(n) 50% business-meal, §274(d) standard vehicle-mileage, §162(l) SEHI — are presented as research inputs. Verify current state authority and filing treatment before relying on any citation chain.
Selected coverage references — federal + state citation pairs
- NCNorth Carolina·Apr 12, 2026
- NJNew Jersey·May 9, 2026
- MIMichigan·Jun 4, 2026
- TXTexas·Jul 2, 2026
- FLFlorida·Jul 26, 2026
- NENebraska·Jul 26, 2026
- ILIllinois·Jul 26, 2026
Free for 14 days — no card
Start your solo-CPA trial
Drop your details and we’ll reach out within one business day with your IL trial activation and a short overview of the deduction review + inspection-ready evidence trail for your state.
How Taxerity works
Three steps, with you in the seat of judgment.
Supported workflows present research for review. The AI retrieves available context, the CPA reviews and decides, and the configured record captures selected decisions. The technology retrieves; you decide.
- Scanner UI — placeholder for v1
The AI engine ingests client docs.
Taxerity can review supported return and document inputs, then surface candidates from the citation registry for the relevant state. The practitioner verifies the source, facts, and treatment; the output is not a conclusion.
See coverage → - Review dashboard — placeholder for v1
The CPA reviews recommendations.
You open flagged cells in the dashboard, inspect available source context, and accept, edit, or reject. The dashboard is the seat of judgment; the AI is the retrieval aid.
See pricing → - Filing + audit trail — placeholder for v1
Review decisions stay visible.
After the client or owner reviews a draft, the configured workflow can retain decision and source context. Exportability and sufficiency for an examiner require separate review.
Book a walkthrough →
From the blog
Latest from the Taxerity.AI blog.
Two recent posts solo CPAs and enrolled agents read most: the audit-representation file you build before the IRS calls, and the Schedule C deduction checklist that ships with every engagement. Both walk through the IRC pin-cite + §6001 contemporaneous-record posture the scanner carries alongside the practitioner-side review.
- Practice Operations
How solo CPAs price IRS notice-response engagements in 2025
A solo retainer that survives the year-2 IRS notice cycle is a retainer whose engagement letter split notice response out of the base fee before the first CP2000, CP2501, or Letter 2201 landed. How to price the per-engagement scope, where flat-fee vs. hourly each wins, and what Treasury Circular 230 §10.35 requires on every written deliverable.
Read the post → - Practice Operations
Solo CPA retention math: why year-2 IRS notice volume is the real margin lever
CP2000, CP2501, and Letter 2201 arrive in year 2 — and each one absorbs two to four unpriced hours from the base retainer. Here is how to run the retention math on recurring clients, price a notice-response add-on, and keep Circular 230 §10.35 diligence from eroding the practice margin.
Read the post →
How each state reviews today
Seven states, one citation chain.
The same federal four-rule slice — §280A, §274(n), §274(d), §162(l) — meets the constitutional state mirror on each row. Where a state lists a separate franchise-tax review lane (TX, FL), the franchise-tax code is the mirror, not the income-tax code.
- NC
North Carolina
State-coded income-tax deduction review for NC returns — federal §280A home-office, §274(n) 50% business-meal, §274(d) standard vehicle-m….
Live since Apr 12, 2026
- NJ
New Jersey
State-coded income-tax deduction review for NJ returns — the same four-rule slice on §280A / §274(n) / §274(d) / §162(l), tied to NJ Gros….
Live since May 9, 2026
- MI
Michigan
State-coded income-tax deduction review for MI returns — the same four-rule slice on §280A / §274(n) / §274(d) / §162(l), anchored in MI ….
Live since Jun 4, 2026
- TX
Texas
Franchise-tax–coded deduction review for TX entities — §171.101 taxable-margin umbrella plus §171.002 / §171.1032 / §171.001 carve-outs o….
Live since Jul 2, 2026
- FL
Florida
Franchise-tax–coded deduction research for FL entities — the same four-rule slice on §280A / §274(n) / §274(d) / §162(l) is presented wit….
Live since Jul 26, 2026
- NE
Nebraska
State-coded income-tax deduction research for NE returns — the same four-rule slice on §280A / §274(n) / §274(d) / §162(l), anchored in s….
Live since Jul 26, 2026
- IL
Illinois
State-coded income-tax deduction research for IL returns — the same four-rule slice on §280A / §274(n) / §274(d) / §162(l), with selected….
Live since Jul 26, 2026
Why the evidence trail is what an auditor opens first
Built to keep review context visible.
A solo practice’s biggest exposure is documentation, not deduction amount. The scanner can surface citation context for supported catalog entries — federal base section, state mirror, and any available subsection reference. Verify the source and filing treatment; this is not a promise of complete coverage or exam defensibility.
Why the evidence trail is what an auditor opens first.
“Drop-2 pin-cite rows are visually emphasized so CPAs can tell at a glance which authorities ground a recommendation to the subsection level — answers the "why should I trust this AI" objection inline.”
Subsection-level references when available.
“Selected subsection-level references may appear alongside state interpretive material; verify the source and facts for the engagement.”
Inspection-ready evidence trails, not narrative recommendations.
“Ten deductions, ten IRC sections, ten inspection-ready evidence trails.”
Talk to a real human first
Book a 15-min walkthrough.
Skip the trial — if you’d rather see the state-coded deduction review live with one of the founders first, drop your work email and a one-line note about your practice. We’ll reply within one business day with a 15-minute slot, no card or commitment expected.
15 minutes · no card · solo-CPA only
Schedule the call
You’ll hear from us by email with a calendar invite — the walkthrough is the deduction-review workspace end-to-end, scoped to whichever state mix you prepare in.
Who this is for
Solo CPA / Independent Preparer
One-person practices running 1040s + 1120-S / 1065 across multiple states. Need a research references they can inspect without a review department behind them; audit sufficiency remains a professional determination.
Who this is for
Enrolled Agent (EA) Practice
EA practices representing clients before the IRS — the same federal four-rule slice plus the state-side mirror that the IRS examiner will check first.
Review the documented security posture before using real taxpayer data. Trial is email-only — no card, no commitment, owners reply within one business day.
See trial details →