Future-Proof Your Firm With Agentic AI Specialized for Tax
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Proven at Scale with a Top 25 Firm-Wide Rollout
Profitability & Efficiency
Working with Solomon, helped CRI reclaim billable hours for higher-value work like strategic planning & advisory.
Quality & Confidence
Return season with Solomon felt easy and helped staff work with greater confidence in their quality.
Employee Retention
Solomon has helped train and retain talent by elevating staff role from prep to review.
File Faster with Greater Confidence
Powered by Agentic AI Built for HNW/UHNW 1040s
Solomon prepares review-ready 1040s with full workpapers and robust audit trails, elevating your team’s role from manual data entry to strategic review.
for Individuals2026
Solomon Handles the Most Complex and Time-Consuming Parts of 1040 Work
K-1/K-3 Footnote Interpretation and Technical Reporting
Complex K-1 and K-3 footnotes are read by Solomon. The tool applies nuanced tax treatments, and initiates preparation of sophisticated filings like Forms 926, 8865, and 8621, etc.
K-1 Multi-State Logic and Nexus
Solomon processes high-volume state K-1 packages using SALT rules to determine state-specific nexus and filing suppression requirements.
Rental Property and Real Estate Investments
Complex reconciliations, property-level book-to-tax adjustments, and fixed asset depreciation are all handled in Solomon.
Brokerage Statement Analysis
Calculates foreign-source income for Form 1116 purposes and U.S. obligations/municipal bond income across high-volume brokerage statements.
Revolutionize your Workflow with Agentic AI
Replace both legacy software, like SurePrep and K1x, and the manual labor built around it. Solomon represents a new category of agentic intelligence for modern firms.
The Legacy Operation Model
- Hours of manual data entry
- Days of Waiting
- 7216 Friction
- Constant Retraining for Internal or Offshore Teams
- Inconsistent Quality
The Solomon AI Model
Fully-Automated Data Entry- Immediate Turnaround
- No 7216 Friction
- Decision Intelligence Based on Institutional Knowledge
- Scalability without Quality Compromise
A New Category of Software in the Age of AI
Empower the Structural Evolution:
From Production to Advisory
Reclaim billable hours for the high-value strategic planning & advisory services your team provides and work on maintaining proactive relationships that truly drive firm growth.
Solomon AI in Action Today
While reviewing the returns, I noticed a significant improvement in their quality compared to prior years.
Curious about Solomon’s efficiency, I checked a random return's history and found out we slashed prep time by 90%.
Our team was noticeably less stressed this tax season compared to previous years thanks to Solomon.
Solomon makes tax prep so easy I can prepare some returns myself when staff is unavailable and jump straight to review.
While reviewing the returns, I noticed a significant improvement in their quality compared to prior years.
Security & Compliance
SOC 2 Type II
Solomon AI partners with a top-tier auditor for SOC 2 Type II and penetration tests. Reports are available upon request.
Full Isolation
Strict data segregation between customers with role-based access control.
No Model Training
We do not use your inputs, outputs, or documents to train underlying models.
No Selling or Sharing
We do not sell or share information about your firm or clients with third parties.
US-only Hosting
All customer data is stored in the United States.
Hardened Infrastructure
Secure cloud environments with enterprise-grade providers, network segmentation, and strict key management.