AI Tax Reviews
A fresh look at your tax return.
Get a free, AI-powered review of your most recent tax return to identify potential missed savings. A Pease Bell tax partner walks you through the findings and what they could mean for you.
No obligation. No need to switch accounting firms.
Examples of what we look for
Deductions & depreciation
Potential missed deductions and opportunities in how equipment and property costs are treated.
Tax credits
Credits worth exploring based on your business’s activities and investments.
Business & ownership structure
How your business, its owners, and related entities are taxed.
State & local taxes
Filing obligations, income allocation, and elections worth reviewing.
How it works
- Step 1
Start with a conversation
We learn about your situation and explain how to share your return securely.
- Step 2
We review your return
Our team uses AI to identify potential opportunities, with findings reviewed by a tax partner.
- Step 3
Walk through the findings
Within one business day of receiving your return, a tax partner explains what we found and possible next steps.
We do not use client data to train AI models.
Meet your team
Kuno S. Bell, CPA, J.D.
Managing Partner
Yisroel Segal, CPA
Partner
Kathleen Moran, CPA, MBA, MT
Partner
Jennifer A. Barnes, CPA, MT
Partner
Sherri Blackwelder, CPA
Partner
Matthew Migal, CPA, MBA
Director
Start with a conversation
Schedule a 15-minute call to see whether an AI Tax Review would be useful for you.