TaxGPT, creator of the industry’s leading AI tax co-pilot, today introduced Agent Andrew, an AI agent that reconciles source documents with the tax return – flagging audit triggers, data-entry errors, and missed deductions in minutes—giving accounting and tax-advisory firms unprecedented speed and accuracy to a critical step in the tax preparation workflow.
“Accountants shouldn’t spend busy-season weekends chasing transposition errors and missed carryovers. After helping thousands of tax professionals and accounting firms streamline their tax research, writing and client communications, we identified return review as another critical bottleneck. ” said Kashif Ali, Founder & CEO of TaxGPT. “Agent Andrew applies AI to the last mile of tax prep, providing a second set of expert eyes so firms can file with confidence and focus on strategic client advice.”
“What makes Agent Andrew truly revolutionary is its ability to compare source documents directly to tax return outputs,” said Isabella Maceda-Ali, CTO and Co-Founder of TaxGPT. “By automatically validating that W-2s, 1099s, and other source documents match what appears on Form 1040 and supporting schedules & forms, we’re eliminating the most error-prone aspect of tax preparation. Our early users report catching critical errors that would have otherwise gone unnoticed until an IRS notice arrived.”
The solution works through a simple four-step process where users upload client tax returns, receive AI-powered analysis, and flag issues for optimal accuracy and savings.
A Complete Vision for Tax Return Workflow Automation
Agent Andrew is being developed as a comprehensive solution for the entire tax return workflow. While today’s release focuses on the review process, TaxGPT’s roadmap includes expanding Agent Andrew’s capabilities to streamline document collection, organization, and validation before the preparation phase even begins.
“Our vision for Agent Andrew extends beyond just review,” added Ali. “We’re building a complete solution that will eventually manage the entire lifecycle from initial client onboarding to final filing, creating a seamless experience for both tax professionals and their clients.”
Disclaimer: Agent Andrew currently supports federal individual returns (Form 1040) using digitally generated source documents. AI results should be reviewed by a licensed tax professional prior to filing.
