Launch Your Amendment Division
In Minutes, Not Hours
My Tax Retriever turns a 15-hour amendment process into 2 minutes with the first and only Agentic AI team for your accounting practice— uncovering missed refunds, delivering complete amendments, and letting you set your own pricing. Your first amendment is on us!
Trusted Nationwide
From solo CPAs to regional powerhouses, firms trust My Tax Retriever to power their Amendment Division — and unlock new revenue and client loyalty, faster.
Most Firms Stop at Filing — Leaving Refunds (and Client Loyalty) Behind
12 million amended returns are filed every year, and the IRS says over $1 billion in refunds go unclaimed — all because most firms don’t go back to review because it takes too much time which is why you need an Agentic AI team that is built for your practice.
My Tax Retriever lets you launch an Amendment Division instantly — so you can find every missed opportunity and deliver maximum value to your clients.
Your New Amendment Division — Up and Running in Minutes
Traditionally, amending returns takes 15 hours of staff time, from reviewing returns to preparing forms and client communication. My Tax Retriever does it all in 2 minutes with your very own Agentic AI team:
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Upload up to 10 years of prior returns
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Get a Refund Opportunity Report that flags every missed credit and deduction
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Receive a completed amendment packet and an intelligent explanation report for your client
You decide how much to charge — we give you the amendment engine to make it happen.
Show Clients What’s Possible
Every scan delivers a branded Refund Opportunity Report showing what was missed and why it matters. Clients see the value clearly — and trust you to make it right.
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Complete, branded summary
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IRS-compliant explanations
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Ready for client conversations and audits
Built for Every Type of Firm
Solo CPAs and Micro-Firms
Gain enterprise-grade amendment capabilities and uncover hidden value in every client file — without hiring.
Boutique and Mid-Market Firms
Deploy across teams to generate year-round revenue from post-filing opportunities and advisory upgrades.
Enterprise and National Firms
Integrate seamlessly with systems and perform scalable audit-layer reviews using autonomous agents.
See the Value — On Us
We’re so confident you’ll see how powerful My Tax Retriever is that we’re giving you your first amendment free. Use it to:
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Find missed refunds
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Deliver a complete amendment
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Build a client relationship that lasts a lifetime
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What is My Tax Retriever?My Tax Retriever is an autonomous amendment engine designed specifically for accounting firms. It reviews up to 10 years of personal or business tax returns per client, uncovers missed refunds, and prepares signature-ready amendments — all in minutes, not hours.
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Is My Tax Retriever a tax preparer or e-filing service?No. My Tax Retriever does not prepare or file taxes. It is a tool licensed to accounting firms to help them identify missed opportunities and generate amendment packets. The firm remains the responsible party for all filings and client communications.
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What is “Agentic AI” and how does My Tax Retriever use it?Agentic AI refers to autonomous systems that act independently to complete multi-step tasks with minimal input. My Tax Retriever is powered by Agentic AI — which means it doesn’t just “analyze” returns; it reviews, identifies issues, explains refund opportunities, and generates completed forms without requiring step-by-step guidance from the user. Put simply: it’s like hiring a senior tax analyst that completes tasks which would take hours in only a few seconds.
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Is taxpayer data safe with My Tax Retriever?Yes. My Tax Retriever was built with data minimization and security at its core: Taxpayer data is never stored long-term Personally identifiable information (PII) like SSNs and banking info is never required All uploads are used solely for amendment generation and deleted after processing
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Can I use this for both clients and prospects?Absolutely. My Tax Retriever is a powerful prospecting tool — helping you impress potential clients by uncovering missed refunds in their previous returns. You can also use it to run amendments on long-time clients and increase lifetime value.
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What tax forms does My Tax Retriever generate?We currently support: Form 1040-X (Individual) Each amendment includes: ✔ A completed amendment form ✔ An Intelligent Explanation Report
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How long does it take to get a completed amendment?Typically under 2 minutes. The platform scans, analyzes, and builds your deliverables autonomously — so you can deliver fast, accurate value without slowing down your team.
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Can I charge my clients for this?Yes. You can price this service however you like. Most firms charge $1,00 to $2,500 per amendment, depending on client complexity and refund size. Some firms offer it for free as part of onboarding — it’s up to you.
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What’s included in the Free Trial?Your Free Trial includes 1 Credit, which allows you to run one amendment completely free — from return upload to refund report to finished 1040-X. No commitment. Just pure proof of value.
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Do I need to train my team to use it?No training needed. If you can upload a PDF, you can use My Tax Retriever. That said, we provide: A full onboarding manual Email + social media templates Scripts to talk to clients Launch-ready marketing assets to brand your Amendment Division
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Who is responsible for the final filing?You are. My Tax Retriever provides a complete amendment package — but the actual filing remains in your hands (or your client’s). This keeps you in full control of compliance and ensures we are not acting as a tax preparer.
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Is My Tax Retriever subject to IRS regulatory oversight?No. My Tax Retriever is not a tax software, tax preparer, or filing platform. It is a B2B analysis engine that supports licensed accounting professionals in their work. The final preparation, review, and filing is done by the firm — not us.