Tax preparation filing

READY-TO-DEPLOY AI AGENTS

Automate tax preparation and filing with agentic AI

Prepare tax documents, calculate liabilities, and assist with filing automatically. Reduce tax errors by 85% with your AI employee.

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

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Human employees shouldn't be doing manual tax preparation...

Time-Consuming Data Gathering

Stacks of tax documents and receipts

Your team spends weeks gathering tax documents, reconciling transactions, and compiling data from multiple systems for tax preparation.

80-120 hours per tax season

Calculation Errors & Penalties

IRS penalty notice

Manual calculations lead to errors, missed deductions, and potential penalties from incorrect or late filings.

$5,000+ average penalty cost

Last-Minute Tax Season Stress

Stressed accountant during tax season

Rushed year-end preparation creates stress, errors, and potential compliance issues as your team scrambles to meet deadlines.

60-80 hour work weeks during tax season

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Use agentic AI to automate your tax preparation 24/7

This agent is pre-trained to run the entire authorization workflow. Deploy once on your systems, and it continuously processes incoming requests.

Automated tax data collection workflow
Automated tax data collection workflow
Automatically gather and organize tax data

Magical pulls transaction data from your accounting system, categorizes items for tax purposes, and organizes all supporting documentation needed for tax preparation.

Calculate tax liabilities and deductions
Calculate tax liabilities and deductions

Magical automatically calculates estimated tax liabilities, identifies eligible deductions and credits, and tracks tax basis for assets and depreciation schedules.

Tax calculation dashboard
Tax calculation dashboard
Completed tax forms
Completed tax forms
Prepare tax forms and schedules
Prepare tax forms and schedules

Magical populates federal and state tax forms with accurate data, generates required schedules and supporting statements, and ensures consistency across all forms.

Track quarterly estimates and payments
Track quarterly estimates and payments

Magical monitors your tax obligations throughout the year, calculates quarterly estimated payments, sends payment reminders, and maintains payment tracking for year-end reconciliation.

Quarterly tax payment tracker
Quarterly tax payment tracker

Deploy one agent or automate the entire workflow

Deploy one agent or automate the entire workflow

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Step 1: Book a demo

See Magical in action and scope out your current tax preparation processes for automation.

Step 2: Deploy Magical

See Magical in action and scope out your current tax preparation processes for automation.

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Step 2 illustration

Step 3: Automate forever

Let your AI employee gather tax data year-round, calculate liabilities, prepare forms, and track payment obligations automatically.

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Step 3 illustration
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Step 2: Deploy Magical

Connect Magical to your accounting system and configure tax categories, entity structures, and filing requirements.

Measurable results for your tax compliance

85%

Fewer Errors

Eliminate calculation mistakes and data entry errors in tax preparation

70%

Time Savings

Reduce tax preparation time from months to weeks

100%

Audit Readiness

Maintain complete documentation and audit trails for all tax positions

0

Late Filing Penalties

Automated tracking ensures you never miss a filing deadline

Works across your existing healthcare systems

What tax professionals are saying

Magical has revolutionized our tax preparation process. We've eliminated the last-minute scramble and reduced our tax prep time by 70%. The automated data gathering means we're always ready for tax season, and the accuracy has been exceptional.

Tax Director, Multi-State Corporation

Tax Director, Multi-State Corporation

Ready to transform your tax preparation process?

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