47
Total Cases
8
Needs Attention
15
In Review
6
Approved Today
| Client | Status | Documents | Submitted | Strategies | Assigned | |
|---|---|---|---|---|---|---|
|
SJ
Sarah Johnson
Sarah's Bakery LLC
|
New |
4 docs
|
Today, 10:30 AM | 3 found | — |
|
|
MT
Michael Torres
Torres Consulting Group
|
Needs Attention |
2 docs
Missing 2
|
Yesterday | 5 found | AC |
|
|
JP
Jennifer Park
Park Design Studio
|
In Review |
6 docs
|
Jan 28 | 4 found | RK |
|
|
DK
David Kim
Kim's Auto Repair
|
Approved |
5 docs
|
Jan 27 | 2 approved | AC |
|
|
LM
Lisa Martinez
Martinez Photography
|
Pending Client |
3 docs
Missing 1
|
Jan 26 | 2 found | RK |
SJ
Sarah Johnson
Sarah's Bakery LLC • Small Business • Retail
Overview
Documents 4
Strategies 3
Messages 2
Notes & Tasks
📄 Documents
View All →
2024_Tax_Return.pdf
✓ Parsed successfully
Schedule_C_2024.pdf
✓ Parsed successfully
1099 Forms
Request from client
💡 AI-Identified Strategies
View All →
Augusta Rule (Section 280A)
🤖 AI Suggested
Rent home to business for meetings, tax-free
Est. Savings
$8,400/yr
Client works from home and hosts quarterly team meetings. Eligible for up to 14 days of tax-free rental income at $600/day fair market rate.
Home Office Deduction
✓ Approved
Deduct portion of home expenses for business use
Est. Savings
$3,200/yr
200 sq ft dedicated office space. Using simplified method at $5/sq ft = $1,000 deduction.
2024_Tax_Return.pdf
✓ Parsed successfully
Schedule_C_2024.pdf
✓ Parsed successfully
Expenses_Q4.xlsx
⏳ Processing...
1099_Contractors.pdf
✓ Parsed successfully
W-2 Forms
Request from client
Bank Statements
Request from client
Augusta Rule (Section 280A)
🤖 AI Suggested
Rent home to business for meetings, tax-free
Est. Savings
$8,400/yr
How it works: Your business pays you rent for using your home for legitimate business meetings. Under IRS Section 280A, up to 14 days of rental income is tax-free to you personally.
Client qualification: Works from home, hosts quarterly team meetings (4-6 per year), home FMV supports $600/day rate.
Implementation: Document meetings with agendas, sign rental agreement, pay via business account.
Client qualification: Works from home, hosts quarterly team meetings (4-6 per year), home FMV supports $600/day rate.
Implementation: Document meetings with agendas, sign rental agreement, pay via business account.
Alex C.2 hours ago
Verified FMV with local rental comparables. $600/day is defensible.
Rachel K.Yesterday
Client confirmed 6 meetings in 2024.
Home Office Deduction
✓ Approved
Deduct portion of home expenses for business use
Est. Savings
$3,200/yr
200 sq ft dedicated office space. Using simplified method at $5/sq ft = $1,000 deduction. Actual expense method may yield higher deduction — client to provide utility bills for comparison.
Approved by Alex Chen on Jan 29, 2026
Vehicle Expense Deduction
🤖 AI Suggested
Deduct business use of personal vehicle
Est. Savings
$2,100/yr
Client uses personal vehicle for supply runs and deliveries. Estimated 3,500 business miles annually. Standard mileage rate: $0.67/mile (2024).
📋 Tasks
Review Augusta Rule documentation
Verify FMV and meeting count
Request 1099 forms from client
Mentioned in chat they have contractor income
✓
Initial document review
Completed by Alex
📝 Notes
Today, 11:30 AM
Client seems very organized. Tax return shows significant growth YoY. Good candidate for retirement planning strategies in addition to current recommendations.
Today, 10:45 AM
We've started reviewing your documents and will have recommendations ready within 24-48 hours. We may reach out if we need any clarification!
Today, 10:32 AM
AI Analysis Complete: 3 strategies identified with combined savings potential of $13,700/year.
Augusta Rule (Section 280A)
Rent your home to your business for meetings — up to 14 days of tax-free rental income annually.
Home Office Deduction
Deduct a portion of home expenses (mortgage, utilities, insurance) for dedicated business space.
Vehicle Expense Deduction
Deduct business use of personal vehicle using standard mileage rate or actual expenses.
SEP-IRA Contribution
Contribute up to 25% of net self-employment income to a SEP-IRA, reducing taxable income.
Self-Employed Health Insurance
Deduct health insurance premiums for yourself, spouse, and dependents above the line.
S-Corp Election
Elect S-Corp status to potentially reduce self-employment taxes through reasonable salary.
Hire Family Members
Employ children or spouse to shift income to lower tax brackets while getting legitimate deductions.
Equipment Depreciation
Deduct or depreciate business equipment, computers, and furniture using Section 179 or bonus depreciation.
Education & Training
Deduct costs of education, courses, and training that maintain or improve business skills.
Generate New Access Token
| Client | Token | Status | Created | Expires | Actions |
|---|---|---|---|---|---|
|
Sarah Johnson
sarah@bakery.com
|
A1B2-C3D4-E5F6 | ● Redeemed | Jan 29, 2026 | — | |
|
Michael Torres
mtorres@consulting.com
|
G7H8-I9J0-K1L2 | ● Redeemed | Jan 28, 2026 | — | |
|
Lisa Chen
lisa@designstudio.com
|
M3N4-O5P6-Q7R8 | ● Pending | Jan 28, 2026 | Feb 27, 2026 | |
|
Robert Williams
robert@autorepair.com
|
S9T0-U1V2-W3X4 | ● Active | Jan 27, 2026 | Feb 26, 2026 |
Alex Chen approved Home Office Deduction strategy for Sarah Johnson
Today, 11:45 AM
System completed AI analysis for Sarah Johnson — 3 strategies identified
Today, 10:35 AM
Sarah Johnson uploaded 4 documents
Today, 10:32 AM
Sarah Johnson redeemed access token A1B2-C3D4-E5F6
Today, 10:28 AM
Rachel Kim sent message to Michael Torres regarding missing documents
Yesterday, 4:20 PM
Alex Chen generated access token for Lisa Chen
Yesterday, 2:15 PM