Day in the Life
$12,180 in one return.
How Marcus Chen's solo CPA practice finds every legitimate deduction — without sacrificing audit readiness.
Marcus Chen, CPA
Solo preparer · San Francisco, CA
12 years in practice. 60+ client returns per season. Specialty: independent contractors and small business owners who need a preparer who pays attention.
Today's client
Jade Ramirez, sole proprietor (web design). $84,000 Schedule C income. No employees. Home office, business vehicle, SEP-IRA contribution, self-employed health insurance.
The workflow
Marcus opens Jade's prior-year return in Intuit ProConnect. He clicks Run Scan in the Taxerity.AI panel. The system pulls the current-year data and queues it for analysis. No duplicate data entry. No exports.
In under 60 seconds, Taxerity.AI surfaces findings across 5 rule categories. Each entry shows the IRS citation, the flagged amount, and a confidence level — High or Medium.
| Category | Amount | Confidence | Outcome |
|---|---|---|---|
| Home Office Deduction | $3,780 | HIGH | Accepted |
| Business Meals (50%) | $1,260 | HIGH | Accepted |
| Vehicle / Mileage | $2,100 | MEDIUM | Accepted |
| IRA / SEP-IRA | $7,000 | HIGH | Adjusted — client had existing SEP-IRA at $4K; topped up to $7K max |
| Self-Employed Health Insurance | $5,040 | HIGH | Accepted |
Each item is pending Marcus's explicit sign-off. He accepts four entries outright. On the SEP-IRA entry, he adjusts the amount — Jade already has a SEP-IRA contribution of $4,000 from earlier in the year; the scan flagged the max and Marcus applies the correct net amount. Every action is timestamped and attributed to his preparer ID.
$12,180
total deductions identified
3 min
of active preparer review
5 / 5
entries with full audit trail
Built for firms who demand accuracy — and refuse to leave deductions on the table.
Taxerity.AI · 500+ early access firms · 99.7% compliance accuracy