Grove
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AI Prep

Grove preps the return. Your CPA signs off.

Like your most senior preparer: every document read, every schedule built, every call explained.

See it on your own returnFollow one return
ProConnect direct · Lacerte & Drake export · UltraTax CS & CCH coming soon
01 · The client file

Maya and Daniel send their file.

A questionnaire, last year's return, and every form they received, arriving in batches. Grove files each one as it lands.

Client file · 12 itemsMaya & Daniel R.
Questionnaire · 11 answers2024 returnW-2 · Northwind Labs1099-NEC · Fernway1099-NEC · Pell & Co1099-B · RSU sale1099-R · conversion1099-INTHSA statement1098 · mortgageRental ledgerDivorce agreement
02 · Read

It starts by reading everything.

Answers, documents, prior year and your notes, together, so every number has context.

What Grove learned before entering a numberMaya & Daniel R.
  • Moved Portland → Sacramento on July 1. Two part-year states.
  • New business: Maya freelances since March. Schedule C.
  • Rental: the Portland condo, from July 1.
  • Backdoor Roth again; 2024 basis on file.
  • Leo is claimed by his mother in odd years.
  • Carryover: $3,000 capital loss from 2024.
03 · Prepare

Then it builds the return.

Every form entered, every carryover tied out, every schedule drafted.

app.grove.tax / returns / maya-daniel-r / 2025 / prep
Maya & Daniel R. · MFJ · 2025Moved OR → CA July 1 · Portland condo now a rental
Illustrative example Return ready for review

Client file

  • Questionnaire11 answers
  • 2024 returnPrior year
  • W-2Northwind Labs
  • 1099-NEC ×2Fernway · Pell
  • 1099-BRSU sale
  • 1099-RRoth conversion
  • 1099-INTHarbor CU
  • HSA statementFamily plan
  • 1098Mortgage
  • Rental ledgerPortland condo
  • Divorce agreement2021

Grove is preparing

  • Read 11 questionnaire answers
  • Pulled 2024 carryovers: capital loss, 8606 basis, rental history
  • Matched RSU and ESPP income on the brokerage 1099 to wages, line 1a
  • Moved HSA code W contributions to Form 8889
  • Built Schedule C from two 1099-NECs, $44,600
  • Computed self-employment tax on Schedule SE
  • Tied $11,000 RSU income to 1099-B basis on Form 8949
  • Carried forward $3,000 capital loss from 2024
  • Filed Form 8606, backdoor Roth taxable $0
  • Entered 1099-INT on Schedule B
  • Built Schedule E for the Portland condo from July 1
  • Suspended $9,400 passive loss on Form 8582
  • Applied the divorce agreement: Leo not claimed for 2025
  • Asked client about estimates: $16,000 confirmed
  • Entered mortgage interest; standard deduction still higher
  • Added Schedule C net profit to Schedule 1
  • Split wages and income for Oregon and California
  • Drafted California part-year return
  • Computed AGI and tax, tied out every schedule
  • Return ready for review · pushed to ProConnect

Form 1040 · draft

Form 1040 TY 2025 · MFJ
  • 1aWages186,400
  • 2bTaxable interest640
  • 4bIRA distributions, taxable0
  • 7Capital gain or (loss)(2,760)
  • 8Additional income, Sch 143,412
  • 10Adjustments to income(3,066)
  • 11Adjusted gross income224,626
  • 26Estimated tax payments16,000
1040Sch 1Sch BSch CSch DSch ESch SE8949860685828889OR-40-PCA 540NR
Return ready for review. Pushed to ProConnect.

Synthetic client and figures, 2025 rules.

Every form it builds, start to finish.

1040The return itself, every line tied to a source.
Schedule 1Business income, HSA earnings, adjustments.
Schedule BInterest and dividends.
Schedule CFreelance income and expenses.
Schedule DGains, losses and carryovers.
Schedule ERentals, placed in service mid-year.
Schedule SESelf-employment tax.
Form 8949Sales with basis adjustments.
Form 8606Nondeductible IRAs and conversions.
Form 8582Passive loss limits and carryforwards.
Form 8889HSA contributions and limits.
OR-40-P · CA 540NRPart-year state returns.
04 · Clear the facts

When a fact is missing, it asks the client.

It keeps preparing everything else, asks Maya once, and picks back up the moment she answers. Nobody re-learns the file.

Grove ↔ Maya · client portalMaya & Daniel R.
Your questionnaire says you paid estimates every quarter. Could you upload the confirmations?
Done, all four are attached.
Thanks. Your brokerage 1099 shows ESPP shares sold. Can you upload the Form 3922 from the 2023 purchase?
Found it, attached.
$16,000 of estimates credited · ESPP basis confirmed · HSA excess returned · move date confirmed
05 · Decide

Where judgment is needed, it decides like your most senior preparer.

Each call written down with its reason and source. Tap to see why.

RSU basis set to $11,000, not the $0 on the 1099-BBasis

The shares were taxed as $11,000 of wages at vest. Form 8949 code B leaves a $240 gain.

1099-B W-2 box 14
$7,000 Roth conversion on Form 8606, $0 taxable8606

Nondeductible contribution, then converted. No other IRAs, so no pro-rata.

1099-R 2024 Form 8606
$9,400 rental loss suspended on Form 8582Passive

MAGI is over $150K, so the $25K allowance is gone. It carries forward.

Rental ledger 1098
Leo not claimed as a dependent for 2025Dependent

The divorce agreement gives his mother odd years.

Divorce agreement §7 2024 return
Two 1099-NECs on one Schedule C, $44,600Sch C

Ongoing freelance design work since March, so it's a business.

1099-NEC ×2 Questionnaire
06 · Hand off

What's left for your CPA: four decisions.

Not data to re-check. Four judgment calls, each with Grove's recommendation.

For your CPA · 4 decisionsMaya & Daniel R.
  • $2,600 of expenses without receiptsGrove: deduct the documented $1,200 only.Risk
  • RSU income, Oregon vs. CaliforniaGrove: source by workdays, credit the overlap.Method
  • $3,100 overpaymentGrove: apply to 2026 at the 110% safe harbor.Planning
  • SEP-IRA before filingGrove: about $8,000 for 2025.Election
07 · Done

Signed, and in ProConnect.

Your CPA approves, the return lands in your tax software, and you e-file as always.

2025 return · MFJMaya & Daniel R.
Reviewed and signed by your CPA
In ProConnect, ready to e-file from your software
1040 · Sch 1 · B · C · D · E · SE · 8949 · 8606 · 8582 · 8889 · OR-40-P · CA 540NR
Caught along the way in Maya's return
$7,000Backdoor Roth kept out of income.
~$11,000Phantom RSU gain avoided.
$16,000Estimates confirmed, not owed.

Priced per prepped return.

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$50Standard
$100Advanced
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  • ProConnect Direct
  • Lacerte Export
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  • UltraTax CS Coming soon
  • CCH Coming soon
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Questions

Does Grove actually prepare the return?

Yes. It enters every document, ties out carryovers, builds every schedule and computes the return. Your firm reviews and signs.

Does it file?

No. It pushes to ProConnect (or exports to Lacerte and Drake) and you e-file from there.

Is client data secure?

Encrypted in transit and at rest, hosted in the U.S. See our security page.