1040 with $200K Schedule C: 3.5 hrs → 40 min. Per filing type, on every return.
Plug in three numbers — returns per year, minutes currently spent on deduction review, and your preparer billing rate — and watch the hours, dollars, and surfaced deductions update live. Share the result with partners in one click.
1040 with $200K Schedule C: 3.5 hrs → 40 min
Benchmarks across the seven return types our customer firms prep every year. Pull figures from your own filing mix — use the calculator above for a live estimate.
| Filing type | Manual prep | With Taxerity.AI | Saved / return | $ saved at $250/hr |
|---|---|---|---|---|
1040 + $200K Schedule C Sole proprietor with vendor 1099-NEC stack + a vehicle log + a home office. Deductions scanned: Home office deduction · Vehicle standard mileage · Self-employed health insurance · SEP-IRA contribution · Section 179 equipment expensing | 210 min 3.5 hrs | 40 min 0.7 hrs | 81% faster 170 min / return | $708 illustrative benchmark |
1040 + $200K+ Schedule C Established SP with payroll, equipment purchases, and a QBI-eligible trade. Deductions scanned: Home office deduction · Section 179 equipment expensing · QBI deduction (§199A) · Self-employed health insurance · Solo 401(k) employer contribution · Vehicle standard mileage | 270 min 4.5 hrs | 55 min 0.9 hrs | 80% faster 215 min / return | $896 illustrative benchmark |
1040 + K-1 Individual with partnership or S-corp K-1 + W-2 + interest + dividend stack. Deductions scanned: QBI deduction (§199A) · Self-employed health insurance | 200 min 3.3 hrs | 50 min 0.8 hrs | 75% faster 150 min / return | $625 illustrative benchmark |
1065 partnership Multi-partner partnership with tiered K-1s, guaranteed payments, and §704(b) books. Deductions scanned: QBI deduction (§199A) · R&D tax credit (§41) · Section 179 equipment expensing · Depreciation catch-up (Form 3115) · Bad debt deduction (§166) | 360 min 6 hrs | 75 min 1.3 hrs | 79% faster 285 min / return | $1,188 illustrative benchmark |
1120-S S-corp Owner-employee S-corp with payroll, benefits, and a disregarded LLC roll-up. Deductions scanned: Section 179 equipment expensing · QBI deduction (§199A) · Self-employed health insurance · Depreciation catch-up (Form 3115) · Vehicle standard mileage | 320 min 5.3 hrs | 65 min 1.1 hrs | 80% faster 255 min / return | $1,063 illustrative benchmark |
1120 C-corp Operating C-corp with engineering payroll, R&D project ledger, and §174 capitalization. Deductions scanned: R&D tax credit (§41) · Section 179 equipment expensing · Depreciation catch-up (Form 3115) · Bad debt deduction (§166) | 480 min 8 hrs | 110 min 1.8 hrs | 77% faster 370 min / return | $1,542 illustrative benchmark |
990 nonprofit Mid-size 501(c)(3) with Form 990 prep including Schedule O narrative and functional expenses. Deductions scanned: Bad debt deduction (§166) · Depreciation catch-up (Form 3115) | 280 min 4.7 hrs | 60 min 1 hrs | 79% faster 220 min / return | $917 illustrative benchmark |
Illustrative benchmarks — your actual mix will differ. Use the calculator above to model the hours and dollars on your own book of business. Dollar value assumes an internal preparer rate of $250/hr.
Three surfaces from the real product
The same engines running in your scanner today — surfaced here so sales calls spec real product behavior, not stock AI copy.
- Home office (%-use, simplified-method fallback)
- Section 179 + bonus depreciation stacking
- SE health insurance with §162(l) earned-income cap
- SEP-IRA / Solo 401(k) anti-discrimination check
- QBI §199A W-2 wage + UBIA limit
- W-2, 1099 (NEC / MISC / INT / DIV), K-1 auto-parsed
- Schedule C profit & loss line items reconciled YoY
- IRS notices queued for partner attention
- Portal-time deliverable SLA logged per client
- 20% income variant → LOW severity
- 30% income variant → MEDIUM severity
- 50% income variant → HIGH severity
- Missing 1099 / K-1 payer across years → MEDIUM
- New 1099 / K-1 / W-2 payer this year → HIGH
How many individual or business returns your firm completes annually
Average time a preparer manually reviews deductions today
Your effective internal rate for senior review time
Hours saved / year
30
Reduction in deduction-review time across your firm
Dollar value of time saved
$4,500
30 reclaimed hours × $150/hr
Additional deductions surfaced
$85,000
100 returns × $850 avg
Estimated annual benefit
$89,500
Estimate assumes ~60% reduction in deduction-review time and $850 avg additional deductions per return from typical Schedule C / 1099 scans. Your actual results will vary by client mix and review depth.
Opens your mail client with the snapshot prefilled. We don't send on your behalf.
Per-return prep, side by side
What three preparation paths cost on the same return, for the same filing mix — manual prep, spreadsheet-only, and the Taxerity.AI scanner.
| Filing type | Manual prep | Spreadsheet-only | With Taxerity.AI |
|---|---|---|---|
1040 + $200K Schedule C Manual $250/hr · Spreadsheet $200/hr illustrative | $875 | $700 | $1,272 Seat + flat share, annualized |
1040 + $200K+ Schedule C Manual $250/hr · Spreadsheet $200/hr illustrative | $1,125 | $900 | $1,272 Seat + flat share, annualized |
1040 + K-1 Manual $250/hr · Spreadsheet $200/hr illustrative | $833 | $667 | $1,272 Seat + flat share, annualized |
1065 partnership Manual $250/hr · Spreadsheet $200/hr illustrative | $1,500 | $1,200 | $1,272 Seat + flat share, annualized |
1120-S S-corp Manual $250/hr · Spreadsheet $200/hr illustrative | $1,333 | $1,067 | $1,272 Seat + flat share, annualized |
1120 C-corp Manual $250/hr · Spreadsheet $200/hr illustrative | $2,000 | $1,600 | $1,272 Seat + flat share, annualized |
990 nonprofit Manual $250/hr · Spreadsheet $200/hr illustrative | $1,167 | $933 | $1,272 Seat + flat share, annualized |
Mix total (50 returns / yr) Sum across all seven filing types, illustrative | $8,833 | $7,067 | $8,904 |
Manual = $250/hr × manual minutes. Spreadsheet-only = $200/hr × manual minutes (illustrative). Taxerity.AI seat + flat share annualized across the filing mix — figures change with seat count and assignment; substitute your numbers via the calculator above.
See these numbers in your own client returns
Start a free trial to connect your tax software and run the scanner on a real return — or watch a guided demo to see how Taxerity.AI reviews a return end to end. No commitment, no card on file for the trial.
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- Review your first client return with AI in the pilot session
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