Tax Paperwork

Self-file packets for IRS forms that mainstream tax software skips

Start with a browser-local Form 709 workflow for simple 2025 cash and public securities gifts. The app validates scope, fills the paper return, adds review pages, and avoids server-side tax-return storage.

Start Form 709 Check if you need to file

Current tool

Form 709 Self-File Packet

Scope gate first

Unsupported facts are blocked before packet generation, including gift splitting, GST transfers, trusts, real estate, prior Form 709 history, and current gift tax due.

Local packet generation

The return data stays in the browser session while the app fills the IRS PDF and builds support pages for paper filing.

Review and mailing workflow

The generated packet includes taxpayer review confirmations, calculation worksheet, gift disclosures, mailing cover, and recordkeeping notes.

Roadmap

Built to become a multi-form paperwork platform

Available

Form 709

Gift tax return packet for narrow simple gift cases.

Open tool

Form 2553

S corporation election packet with deadline and consent checks.

View roadmap

Form 8832

Entity classification election routing and mailing workflow.

View roadmap