Douglas & Vanessa
Tax Preparation 2025
DEMO — DATOS FINANCIEROS FICTICIOS
Featured client · Married household
Douglas & Vanessa — Tax Preparation 2025
Douglas Guncet · Vanessa Romero
Married — Filing Status Pending CPA Confirmation
Companies: Solid Plus Solutions (S-Corp) · Agelportal LLC
2025 tax history → 2026 AI tax preparation
SIMULADO — Esta demostración usa documentos y cifras fiscales ficticias. El CPA es responsable de la revisión profesional.
Federal 1040 (2025)
Presentada / Filed
1120-S Solid Plus (2025)
Presentada / Filed
Agelportal LLC
Tratamiento pendiente del CPA
Douglas & Vanessa — 2025 Household Taxes
- Completed federal returnSource: SYN-1040-2025.pdfFiled
- State return (if applicable)Needs CPA Review
- Supporting schedulesSource: SYN-1040-2025.pdf p.4–9Received
- Income documentsSource: SYN-W2-1099-2025.pdfReceived
- DeductionsSource: SYN-1040-2025.pdf p.5Received
- CreditsNeeds CPA Review
- Estimated paymentsSource: SYN-1040ES-2025.pdfReceived
Solid Plus Solutions — 2025 (S-Corporation)
- Completed business return (1120-S)Source: SYN-1120S-2025.pdfFiled
- Schedule K-1 (if applicable)Source: SYN-1120S-2025.pdf p.12Received
- Profit and lossSource: SYN-PL-SPS-2025.pdfReceived
- Balance sheetSource: SYN-BS-SPS-2025.pdfReceived
- Payroll documentationMissing
- Business deductionsSource: SYN-1120S-2025.pdf p.1Received
- Depreciation recordsSource: SYN-4562-SPS-2025.pdfNeeds CPA Review
Agelportal LLC — 2025 (classification pending CPA)
- Entity return, if any (CPA to confirm)Needs CPA Review
- Rental incomeSource: SYN-RENTLEDGER-2025.xlsxReceived
- Operating expensesSource: SYN-RENTLEDGER-2025.xlsxReceived
- RepairsSource: SYN-REPAIRS-2025.pdfReceived
- ImprovementsSource: SYN-IMPROV-2025.pdfNeeds CPA Review
- Property schedulesSource: SYN-1040-2025.pdf p.10Received
- DepreciationNeeds CPA Review
Real Estate Portfolio — 2025
- Property-by-property recordsSource: SYN-PROPERTY-FILES-2025Received
- Property taxesSource: SYN-PTAX-2025.pdfReceived
- InsuranceSource: SYN-INS-2025.pdfReceived
- Mortgage interest (1098)Source: SYN-1098-2025.pdfReceived
- Capital improvementsNeeds CPA Review
- Depreciation schedulesMissing
Extracted 2025 figures (simulated) with source references
| Field | Entity | 2025 | Source | Review |
|---|---|---|---|---|
| Household wages | Douglas y Vanessa | $118,400 | SYN-1040-2025.pdf, p.1, Line 1z | Verified |
| S-Corp K-1 income | Douglas y Vanessa | $64,200 | SYN-1120S-2025.pdf, p.12, K-1 Box 1 | Verified |
| Estimated tax payments | Douglas y Vanessa | $14,000 | SYN-1040ES-2025.pdf, p.1, Vouchers 1–4 | Verified |
| Business revenue | Solid Plus Solutions | $286,500 | SYN-1120S-2025.pdf, p.1, Line 1a | Verified |
| Business expenses | Solid Plus Solutions | $222,300 | SYN-1120S-2025.pdf, p.1, Line 20 | Verified |
| Depreciation | Solid Plus Solutions | $6,800 | SYN-4562-SPS-2025.pdf, p.1, Line 22 | Pending CPA |
| Rental income | Agelportal LLC | $71,400 | SYN-1040-2025.pdf, p.10, Sch. E Line 3 | Verified |
| Property expenses | Agelportal LLC | $38,950 | SYN-1040-2025.pdf, p.10, Sch. E Line 20 | Verified |
| Rental depreciation | Agelportal LLC | $12,100 | SYN-1040-2025.pdf, p.10, Sch. E Line 18 | Pending CPA |
Importación segura de documentos
Subida de documentos reales: DESACTIVADA en la demostración pública
Así podrá un cliente autorizado subir sus declaraciones completadas cuando se cumplan los requisitos de seguridad de producción.
Requisitos antes de habilitar subidas reales:
- Acceso autenticado de clientes y personal
- Autorización del lado del servidor y aislamiento por entidad
- Almacenamiento privado y cifrado de documentos
- Protecciones para información de contribuyentes
- Registro de auditoría
- Controles de retención y eliminación
- Procesamiento seguro de identificadores fiscales
- Autorización y consentimiento explícitos
- Revisión del manejo de datos del proveedor de IA
- Validación de seguridad de producción
Los registros fiscales confidenciales nunca se envían a prompts públicos de IA, registros del navegador ni servicios externos no aprobados.
Análisis IA de historial fiscal (simulado)
- Identificar año fiscal y tipo de declaración: 2025 · Formulario 1040 + 1120-S
- Extraer campos soportados (9 campos con fuente)
- Asociar anexos al hogar o a la entidad correcta
- Detectar páginas o adjuntos faltantes: calendario de depreciación por propiedad
- Identificar categorías de documentos del año anterior
- Sugerir documentos posiblemente recurrentes para 2026
- Generar preguntas para la revisión del CPA
- Mostrar referencias de fuente de cada valor
Personal & household documents
Douglas
3/5- Personal income documents
- 1099 forms (if applicable)
- Investment records
- Estimated tax payments
- Prior-year returns
Vanessa
2/4- Personal income documents
- 1099 forms (if applicable)
- Investment records
- Estimated tax payments
- Prior-year returns
Shared Household
1/5- Mortgage interest (1098)
- Property taxes
- Charitable contributions
- Health insurance tax forms (if applicable)
- Dependent-related documents (if applicable)
- Joint return documents (if applicable)
Solid Plus Solutions
S-Corporation · IT consulting, cloud solutions, AI software development and technology services.
Solid Plus Solutions — S-Corporation
3/8- Business income
- Profit and loss statement
- Balance sheet
- Business expenses
- Payroll and compensation documents
- Business tax returns
- Estimated tax payments
- Accountant review checklist
Agelportal LLC
Real estate operations and property management · Federal tax classification pending CPA confirmation.
Agelportal LLC — Real Estate
3/9- Rental income
- Operating expenses
- Repairs and maintenance
- Mortgage interest
- Property taxes
- Insurance
- Capital improvements
- Depreciation records
- Property-level accounting summaries
Agelportal LLC — Property portfolio
Propiedad A — Dúplex (ficticia)
CPA: Under Review- Income
- $38,400
- Expenses
- $9,200
- Repairs
- $2,850
- Capital improvements
- $6,500
- Mortgage interest
- $11,200
- Property taxes
- $4,100
- Insurance
- $1,650
- Leases & rent roll
- Expense & repair receipts
- Mortgage statement (1098)
- Insurance declaration
Propiedad B — Casa unifamiliar (ficticia)
CPA: Missing- Income
- $26,400
- Expenses
- $6,100
- Repairs
- $4,300
- Capital improvements
- $0
- Mortgage interest
- $8,700
- Property taxes
- $3,250
- Insurance
- $1,380
- Leases & rent roll
- Expense & repair receipts
- Mortgage statement (1098)
- Insurance declaration
Propiedad C — Local comercial (ficticia)
CPA: Received- Income
- $31,200
- Expenses
- $7,800
- Repairs
- $1,200
- Capital improvements
- $12,000
- Mortgage interest
- $9,900
- Property taxes
- $5,200
- Insurance
- $2,100
- Leases & rent roll
- Expense & repair receipts
- Mortgage statement (1098)
- Insurance declaration
No real tax files are uploaded in this demo.