Plan
Reads the engagement, the client's prior-year return and the firm's checklist, then proposes the steps before touching anything.
AI Agents
AI Agents to accelerate
your tax workflows
Purpose-built agents pull the firm's own precedent into a draft memo, response or checklist. Every claim carries its source, and every draft waits for a person to approve.
Run complex tax return workflows
from start to finish
Execute
Works through source documents, prior-year files and workpapers step by step, splitting off subagents where the work runs in parallel.
Review
Reads its own draft against the return and last year's review comments, rewrites what does not hold up, and marks it ready for a person.
Deliver
Leaves workpapers, emails and briefs in the client's space as drafts. Nothing is filed or sent until a person approves it.
Multi-agent AI workflows
to accelerate your work
Document chaser
Tracks what has arrived against what was asked for, and drafts the chase when something is late. It never sends one.
Workpaper builder
Takes each of the firm's templates, fills in everything that carries from last year, and leaves blank anything that needs a decision.
Review checkpoint
Reads an uploaded return and runs six layers over it: complete, adds up, honours last year, would the IRS reject it, last year's comments, and what is new.
Draft return
Builds a first draft of the return from the trial balance, the ledger and last year's filing. Every line shows where its number came from, and any line without a source is left for a person to fill.
Signer brief
Writes the five-minute summary a signer reads before signing. It waits until the return is far enough along to be worth reading.
Eight tasks a season is made of
01
Draft the organizer request list
From last year’s return and what has already arrived.
02
Reconcile K-1s to the 1065
Line by line, with the differences named.
03
Pull last year’s basis workpaper
And show what changed since it was signed.
04
Roll forward estimates
With the assumptions carried and flagged.
05
Sweep for law changes
Against the positions this client actually takes.
06
Build the pre-review checklist
From every comment this return has ever drawn.
07
Chase outstanding documents
A draft email per client, ready to send.
08
Summarize the engagement
What is in, what is out, and who is waiting on whom.
Agentic Memory Intelligence
to provide better context
Space setup· Harborline Capital
- Connected SharePoint folder
- Read 212 files from 2023–2025
- Matched 38 review comments
- Confirm what Pernee remembers
Memory generated7 of 38 shown
The Section 754 election has been in force since 2023. Carry it forward.From the 2023 return · Statement 4Confirmed
Tie to Section 4.2 of the partnership agreement before sign-off.Review comment · J. Okafor · 2024
Guaranteed payments to the GP are reported on line 4, not line 1.Review comment · M. Reyes · 2025Confirmed
Section 704(c) remedial method for the 2022 contributed building. Book-tax difference of $1.84M allocated to Partner B.From the 2024 workpaper · 704(c) schedule
Nonrecourse deductions follow the 60/40 split in Section 5.3. Minimum gain chargeback triggered when the loan was refinanced.Review comment · S. Parker · 2025Confirmed
Tax basis capital reported on K-1 item L. The transactional method since 2020; do not switch to modified outside basis.Review comment · J. Okafor · 2025
Section 743(b) step-up for the 2024 transferee partner. Amortise over 39 years on Statement 7 and carry to the partner only.From the 2024 return · Statement 7Confirmed
FAQs
No. Every agent produces a draft. Filing, sending and signing stay with a person, and Pernee never writes back into your tax software.
From the client's space: this year's documents, prior-year returns, workpapers and the review comments the team left. Every claim cites the source it came from.
Document chaser, Workpaper builder, Review checkpoint, Draft return and Signer brief. Each has one job and runs on the same review memory.
Yes. Agents follow the firm's own templates and checklists, so changing the checklist changes what the agent looks for.
