Solo or small-firm CPA
Tax & CPA Practice
An AI-native tax practice — without giving up partner judgment.
Replace the spreadsheet sprawl with agents that handle bookkeeping reconciliation, payroll, 1099s, and IRS correspondence — keeping the partner in the loop on what's worth their attention.
From January through April, run leaner.
Bookkeeping and reconciliation, on schedule
QuickBooks Online ledgers reconciled monthly, uncategorized transactions surfaced for partner sign-off, and YoY commentary written before the client review.
Tax-return prep with a human review queue
1040 / 1120 / 1120-S drafts pulled together from W-2 / 1099 / K-1 data. Review items flagged with the source line — the partner reviews edge cases, not every return line.
IRS notice response and audit support
CP-2000, CP-14, audit letters drafted, POA prepared, deadlines tracked. When examination opens, workpapers are assembled before the client knows there's a problem.
Year-end planning and Q4 advisory
Section 179, retirement contributions, harvest losses, charitable bunching — the agent runs the math per client, drafts the advisory memo, and books the call.
The agents stitched together
Install the CPA bundle
This use case is the CPArole bundle plus the agents stitched in above. See the bundle's agent org chart, skills, and example companies.
Partner judgment scales. Spreadsheets don't.
Run this on KWAVE.
Free to start. Your workspace and agents are waiting.