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.
Tax Paperwork
Self-file packets for IRS forms that mainstream tax software skips
Start with a browser-local Form 709 workflow for simple cash and public securities gifts made in 2025. The app validates scope, fills the paper return, adds review pages, and avoids server-side tax-return storage.
Current tool
Form 709 Self-File Packet
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.
For professionals
A future channel for CPA, EA, and tax attorney visibility
Users hit unsupported cases
GST transfers, split gifts, trusts, real estate, tax-due cases, and entity classification advice should route to qualified professionals instead of ordinary support.
Ads before marketplace
The first professional product can be sponsored visibility and educational placement, before any reviewed-return or referral workflow is launched.
Strict data boundary
Professional discovery should not send taxpayer return data to third parties without explicit customer consent and a reviewed engagement model.
Roadmap
Built to become a multi-form paperwork platform
Form 709
Gift tax return packet for narrow simple gift cases.
Open toolForm 2553
S corporation election packet with deadline and consent checks.
View roadmapForm 8832
Entity classification election routing and mailing workflow.
View roadmap