Merge & Ross Tax Pro

AI-Powered Tax Platform

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AI-First Tax Office System

Transform Your Tax Office Into An AI-Powered Revenue Machine

Three tiers. One platform. Avalon Calculations Engine, IRS MeF transmission, University Division, and full AI automation — all built for tax professionals.

Solo Preparers

ESSENTIAL

AI-Assist Level

$297per tax season

Reduce prep time by 30–40%

AI-assisted tax data intake
Document OCR parsing (W-2, 1099, 1098)
Basic AI tax question chatbot
Automated client reminders
Return diagnostics & suggestions
Form 1040 + Schedules A/B/C/D
Avalon Calculations Engine(IRC §1)
EITC / CTC / AOTC credits(IRC §32, §24, §25A)

+7 more features...

Solo preparers, startups, seasonal offices

Most Popular

PREMIUM

AI-Automation Level

$99per month

Increase revenue per client

Everything in Essential
Predictive audit risk scoring(IRS Pub. 556)
AI tax strategy suggestions
Revenue forecasting dashboard
Client segmentation analytics
Smart cross-selling (Bookkeeping, Credit Repair)
Unlimited client portal
University Division access

+7 more features...

Growing firms, multi-preparer offices

Enterprise

FULL THROTTLE

AI-Powered Firm Engine

$299per month + onboarding

Turn tax office into AI-powered revenue machine

Everything in Premium
White-label AI assistant
Custom GPT-style client portal
AI marketing automation
Automated follow-up funnels
Multi-preparer performance analytics
API integration with banking + CRM
Real-time refund tracking AI bot

+7 more features...

Multi-office firms, enterprise tax organizations

IRS Pub. 1345 Compliant

Authorized e-file provider

AI-First Platform

Avalon Engine + GPT integration

SOC 2 Aligned

Data encrypted at rest + transit

99.9% Uptime SLA

Full Throttle tier

Launch Strategy

Phase 1

Private Beta

10–25 preparers. Collect workflow feedback. Refine AI prompts.

Phase 2

Public Launch

Webinar rollout. Case studies. Early adopter pricing.

Phase 3

Scale

Paid ads targeting tax preparers. CPA partnerships. AI tax mastermind community.

Risk Mitigation & Compliance Notice

⚠️ AI never files returns autonomously — human review checkpoint is mandatory.

⚠️ Clear liability disclaimers required on all AI-generated suggestions.

⚠️ Data privacy policies enforced — SOC 2 aligned, TLS 1.2+ encryption.

⚠️ EFIN/PTIN credentials AES-256 encrypted, never publicly disclosed.

Ready to Transform Your Tax Office?

Join the AI-powered tax revolution. Start with Essential, scale to Full Throttle.

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