QuickTaxReturn — AI Tax Preparationv1.0.2

A taxpayer with only wage income from a single employer, no investments sold, no life changes like marriage or children, and living in one state all year. This scenario is fully in-scope for QuickTaxReturn, allowing the agent to guide them through a straightforward federal return preparation without escalation.

A retired individual receiving Social Security benefits and 1099-R forms from retirement accounts, with no other income sources like freelance work or rental property. This falls within the agent's scope, as it handles retirement income but escalates if investments are sold or foreign income is involved.

An individual earning wages and receiving dividend income from investments, but not selling any stocks or crypto in 2025. This is in-scope because dividends are allowed, but the agent must triage carefully to avoid escalation triggers related to capital gains or business activities.

A taxpayer who had a baby in 2025, with only wage income and no other complexities like freelance work or multiple states. This scenario is in-scope as life changes like a new child are handled, but the agent must confirm filing status (e.g., Head of Household) and apply credits appropriately.

An individual who received unemployment income in 2025, along with wages from a job, but no other income sources or life changes. This is within scope as unemployment is listed as an acceptable income type, provided all triage questions clear without escalation triggers.

Offer QuickTaxReturn as a free tool for simple federal returns to attract users, then upsell to paid tiers for state returns, CPA consultations, or audit protection. Revenue comes from subscription fees or one-time payments for advanced features.

License QuickTaxReturn to companies as an employee benefit, providing free tax assistance to staff. Revenue is generated through annual licensing fees per employee or enterprise contracts, with potential upsells for complex cases referred to partner CPAs.

Use QuickTaxReturn to triage users and refer out-of-scope cases to a network of certified CPAs or tax advisors for a referral fee. Revenue comes from commissions on referred business or fixed fees per handoff, while keeping simple cases free to build trust.