Prep on autopilot.
Add capacity the moment you need it with domestic, on-demand tax prep. K-1s are our specialty of specialties.
Book a Demo
Add capacity the moment you need it with domestic, on-demand tax prep. K-1s are our specialty of specialties.
Book a Demo
When the season spikes, route returns with one click to AI or U.S.-based experts at a pre-set price. Returns come back review-ready. Domestic by design, compliant by default.
Route L-0 to L-2 returns to Filed, Byron, or Magnetic and Truss handles the handoff automatically — the return lands back in your tax software review-ready. If something needs your eyes, the status flips to Action Required or Review Needed and a notification hits your inbox.
Source documents in, tax-ready data out. Scan W-2s, 1099s, K-1s, and brokerage statements and Gruntworx extracts the numbers straight into your tax software.
Send received K-1s to K1x for Federal and State extraction and the clean data comes back tied to the right engagement. Every K-1 an investor has received lives in one place: year over year, entity by entity.
U.S.-based experts for the hard returns. When a return is too complex for AI, route it to a vetted U.S.-based preparer and chat with them directly on the ticket, inside the project, without losing context. Every return comes back quality-reviewed and dropped into your tax software exactly where you'd put it yourself.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
AI Prep returns results in minutes for qualifying returns. U.S. Expert Prep typically delivers in about 72 hours, including two quality reviews. The right choice depends on the complexity of the return and your timeline.
No. All prep work is performed domestically within the United States. Because data never leaves U.S. soil, section 7216 offshore disclosure consent is not required.
Truss Prep is purpose-built for 1040 returns — the highest-volume, most time-sensitive work in your firm. By focusing on individual returns, every prep path is optimized for speed, accuracy, and the nuances that matter most during tax season.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.