Tax season should be about maximizing refunds, not racing the clock. Yet many firms still leave easy money on the table—niche write-offs, pandemic relief credits, sector-specific allowances—simply because the research window is too tight.
Why hidden deductions get missed
Traditional prep workflows juggle hundreds of forms and changing statutes. As a result, edge-case opportunities—like energy-efficiency credits for small farms or partial home-office deductions for hybrid contractors—slip by unnoticed.
How AI finds the money
1. Industry-specific pattern matching
Algorithms sweep client data and surface sector-tagged write-offs (e.g., seed R&D or SaaS subscription depreciation).
2. Real-time tax-code updates
Juno Preparer ingests daily IRS bulletins so new credits—from EV chargers to pandemic relief—hit your checklist automatically.
3. Historical variance checks
Year-over-year comparisons flag anomalies (e.g., travel expenses doubled while revenue flat). Review and reclaim missed deductions fast.
4. Client-profile triggers
Life events (new child, home purchase) update tax-saving suggestions instantly.
Putting AI into practice
| Step | Action | Juno shortcut | | :--- | :--- | :--- | | 1 | Upload prior returns | Drag-and-drop PDF, OCR auto-tags all fields | | 2 | Run deduction scan | “Find credits” button surfaces gaps in 30s | | 3 | Generate explanation | Click Explain → shareable client memo |
FAQ
How accurate is the AI? Juno’s deduction model tests at 97% recall on 10,000 real returns.
Will it replace my professional judgement? No. It speeds discovery; you decide what to claim.