You're mid-season.
Half your clients have uploaded their W-2s, a few still haven't sent their 1099s, and one just asked whether their home battery system qualifies for the new energy storage credit.
You've got five browser tabs open, one for the IRS, one for last year's notes, one for your tax software, one for a client email chain, and one for a Google search you already regret.
This is what modern tax prep feels like: not a lack of knowledge, but a lack of time to apply it.
Where the Hours Really Go
Tax pros lose the most time not in complex calculations, but in the handoffs, between scanning PDFs, retyping data, verifying numbers, double-checking eligibility, and researching what changed since last season.
Even small inefficiencies add up:
- Re-reading a familiar credit rule because it shifted again this year.
- Manually validating dependent info that could be flagged automatically.
- Typing the same W-2 data twice — once for OCR, once for review.
None of it is wasted effort, exactly. But it's time that doesn't move the return forward.
What Margen Does Differently
Margen was built around a simple idea:
If a tax pro's workflow is mostly reasoning over structured data, then AI should handle everything that isn't reasoning.
That means:
- Extracting and verifying W-2s, 1099s, and other forms automatically.
- Catching mismatches (like a box 12 code that doesn't match the employer type).
- Highlighting when IRS rules change between tax years.
- Letting you ask a question "Does this dependent still qualify?" and get a sourced, citation-backed answer.
It's not replacing expertise. It's clearing the path for it.
A Workflow That Stays in Motion
When each document upload, validation, and question happens in one connected flow, you stop context-switching.
The time you used to spend digging through notes or PDFs turns into time spent reviewing, explaining, and advising.
That's the real advantage, not "AI" for its own sake, but flow: keeping you in one continuous motion from document to decision.
Why It Matters
Tax law is accelerating. Guidance shifts mid-season. Clients expect clarity faster than ever.
The professionals who adapt, who can deliver accuracy and confidence without hours of manual cross-checking, are the ones who stay ahead.
Margen just helps with the heavy lifting.
Curious?
If you want to see how it fits into your current workflow, try it on a question you had a great deal of trouble on.
Ask a real question, and see how fast it surfaces what you need — with sources attached.
No hype, no magic wand — just faster, cleaner tax prep.