A Letter to Accountants

Something happened to tax preparation. What used to be strategic advisory work became receipt-chasing drudgery. You spend countless hours each season emailing clients asking for missing documentation, organizing shoebox receipts, and playing detective to reconstruct deductible expenses.

You became a data entry clerk instead of a strategic advisor.

I built Find Your Deductions because I believe you deserve better. Your clients deserve better. And frankly, the tax profession deserves better.

Think about your last tax season. How many hours did you spend going back and forth with clients about missing receipts? How many deductions were missed because a client forgot about a charitable donation or business meal? How much strategic planning got pushed aside because you were buried in paperwork?

What if that could change?

Find Your Deductions uses our Smart Analyzer to automatically analyze your clients' financial transactions and identify potential tax deductions they might have missed. It connects securely to their bank accounts and credit cards, or they can upload CSV files from any financial institution.

The Smart Analyzer categorizes transactions into six key deduction areas: charitable donations, business expenses, medical costs, educational expenses, home office deductions, and other qualifying expenses. Each potential deduction comes with a confidence score, so you know which ones to prioritize.

Here's what this means for your practice:

• More complete returns: Clients won't miss deductions because they forgot about them or lost receipts
• Less back-and-forth: Organized, categorized transaction data from day one
• Higher value conversations: Spend time on tax strategy instead of data collection
• Better client experience: Clients feel confident they're getting every deduction they deserve
• Increased efficiency: Faster prep work means more capacity for growth

I'm not trying to replace you. I'm trying to give you superpowers. The kind that let you focus on what you do best: strategic tax planning, business advisory, and building relationships with clients who see real value in your expertise.

I'd like to partner with you.

When you recommend Find Your Deductions to your clients, you're not just giving them a tool—you're giving them peace of mind and yourself the gift of more strategic work. Below, you'll find everything you need to introduce this to your clients, including a ready-to-send email template.

The future of tax preparation isn't about better spreadsheets or faster data entry. It's about leveraging technology so you can do what humans do best: think strategically, build relationships, and provide insights that actually move the needle for your clients.

Let's build that future together.

Getting started is simple:

Below you'll find everything you need to introduce Find Your Deductions to your clients. I've included a ready-to-send email template, social media sharing options to announce our partnership, and brand assets you can download for your own marketing materials.