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Built by teams from
app.grove.tax / hartwell-cpa / tax-returns
Tax return · TY 2025

Reyes Martinez

Awaiting documents
Document checklist Workpapers Questionnaire Prior year Delivery
DocumentTypeStatus
Income documents
W-2, Acme Corp W-2 Received Feb 12
1099-INT, Chase Sapphire 1099-INT Received Feb 8
K-1, Reyes Holdings LLC K-1 Awaiting ·
Deductions & credits
Mortgage interest, 1098 1098 Needs review Feb 14
Charitable contributions log Schedule A Awaiting ·
2025_W2_AcmeCorp.pdf
Auto-categorized · 2 pages · OCR complete
Linked
1099-INT_Chase.pdf
Auto-categorized · 1 page · OCR complete
Linked
Mortgage_1098.pdf
Auto-categorized · 1 page · Flagged for review
Needs review
Drop additional files here
PDF, JPG, HEIC · Max 25 MB each
2025_W2_AcmeCorp.pdf Page 1 of 2
Form W-2Tax Year 2025
Employee · Reyes MartinezSSN ***-**-4421
Employer · Acme CorpEIN 12-3456789
Box 1 · Wages$148,200.00
Box 2 · Federal tax withheld$28,140.00
Box 3 · Social Security wages$148,200.00
Box 12 · Code D (401k)$22,500.00
8 of 13 questions answered
Did you have any rental income in 2025?
Yes. Single-family in Austin, TX. Schedule E will be generated.
Any contributions to retirement accounts beyond your 401(k)?
Yes. $7,000 to a backdoor Roth IRA in February.
Did you sell any equity, RSUs, or crypto this year?
Yes No Not sure
Grove found 1099-B from Charles Schwab. We'll pre-fill cost basis.
Did you make any energy-efficient home improvements?
Did you pay estimated taxes during the year?
Tax Year 2024 · filed Apr 9, 2025
Prepared by Hartwell & Co.
AGI
$184,310
+8.2% vs 2023
Federal tax
$32,940
+6.1% vs 2023
Refund
$2,180
Direct deposit
Effective rate
17.9%
Federal only
Carryover: $4,200 capital loss available against 2025 gains.
Watch: Schedule C income jumped 22%. Confirm quarterly estimates this year.
Document: Charitable contributions claimed last year. Gather receipts again.
Return prepared & reviewed
Mar 14, 2026 · 2:14 PM by Maria Chen, EA
Sent to client for e-signature
Mar 14, 2026 · 2:18 PM · Form 8879
Awaiting client signature
Reminder scheduled for Mar 17, 9:00 AM
E-file with IRS
Auto-submits within 1 hour of signature
Confirmation & archive
Final PDF + workpapers stored in client portal

Tabs auto-cycle. Click any tab to pause and explore

70%

Less time per return

From intake to delivery, Grove handles the work that used to take your team hours. AI intake chat. Automated data entry. Smart document organization.

3×

More returns

Those hours aren't just savings. They're capacity. Your team processes 3× more returns without working nights and weekends. Growth without burnout.

95%

Client satisfaction rate

Clients experience faster turnarounds, clearer communication, and the feeling that you actually understand their situation. They return. They refer.

01 · Prior-Year

See what matters before you start.

Income sources, deductions, dependents, properties, business details, all extracted from last year's return and organized in one view.

Scan it in 30 seconds. Reference it during prep. No more digging through last year's file. Grove pulls every detail forward so the new return starts where the old one ended.

  • Income sources, dependents, and entities at a glance
  • Schedule-by-schedule comparison vs. last year
  • Auto-flags new W-2s, missing 1099s, lapsed deductions
Prior year · TY 2024 Reyes Martinez
Filing status
MFJ
2 dependents
AGI
$184,250
▲ 6.2% YoY
Refund
$3,412
Direct deposit
Income sources (4)
  • W-2, Acme Corp $162k
  • 1099-INT, Chase $1.2k
  • Schedule E, Rental $22k
  • K-1, Reyes Holdings N/A
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02 · Collect

Ask only what's needed.

We read last year's return and generate a document request list tailored to each client. Not a generic template, but a checklist that reflects what they actually filed.

Clients see exactly what to provide. They upload from their phone or snap a photo. You get the right documents on the first round.

  • Per-client checklist generated automatically
  • Magic-link invites with no portal setup
  • Mobile photo capture with auto-crop & OCR
9:41
A
Hi Aisha
Hartwell & Co. · TY 2025

Let's wrap up
your tax docs.

60%
6 done 4 left Due Apr 15
Up next
  • 1098, Mortgage interest
    Wells Fargo · needed for Schedule A
    Upload
  • Charitable receipts
    $2,400 logged last year
  • Childcare statement
    Bright Horizons · Form 2441
Already collected
  • W-2, Acme Corp
    Auto-imported · $148,200
  • 1099-INT, Chase
    Pulled from Chase · $312.40
Bank-grade encryption
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03 · Interview

Stop sending tax questionnaires.

The 40-page PDF your clients dread? Retire it. Grove replaces every questionnaire, intake form, and follow-up email with one adaptive conversation that asks only what's relevant, and skips what's not.

The old way A 40-page questionnaire. 60% return rate. Two weeks of follow-ups.
The Grove way A 6-minute chat. 3× the completion rate. Done in a sitting.

Sole proprietor, multi-state filer, new parent. The conversation adapts to every situation. No template to maintain. No version to update. No client wondering whether question 27c applies to them.

Grove · 2025 return
Personalized for Sarah Chen
12 of 18
Reply to Grove…
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04 · Workpapers

All your client documents, in return order.

Bookmarks, annotations, tick marks. No more hunting through folders or jumping between apps. Workpapers organize themselves.

Smart document recognition

Identify, organize, and categorize every document by tax form type as it's uploaded.

Auto-organization

Files renamed to your firm format, split into individual documents, and attached to the correct checklist item.

Annotations & tick marks

Tick, highlight, sticky-note, and cross-reference any document. Annotations travel with the workpaper into review and the final return PDF.

Intelligent flagging

Duplicates, wrong-year forms, and irrelevant uploads are flagged automatically so nothing slips through.

Bulk upload

Drop a single PDF or fifty. The system figures out where everything goes and creates checklist items as needed.

Workpapers · TY 2025 42 docs
  • 1000 · Income
  • 1010 W-2 Acme.pdf ✓
  • 1020 1099-INT Chase.pdf ✓
  • 1030 1099-DIV Vanguard.pdf !
  • 2000 · Deductions
  • 3000 · Credits
  • 4000 · Schedules
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05 · Prepare & Review

A drafted return, ready for your review.

Grove reads the workpapers, drafts the 1040 and every schedule that applies, and runs diagnostics before you open the file. You spend your time reviewing, not entering.

Auto-prepared from workpapers

Every figure on the return is traced back to the source document and the line it came from.

YoY anomaly detection

Flags figures that move outside the expected range, like wages off by 30%, missing dividends, or a vanished K-1.

Missed deduction sweep

Surfaces credits and deductions the client may qualify for, with the supporting evidence already attached.

Calculation & cross-form checks

Schedule totals, AGI math, and form-to-form references are checked before you sign off.

Side-by-side review

Click any line to see the source PDF, prior-year value, and Grove's reasoning. Approve, edit, or override in one click.

Form 1040 Hartwell · TY 2025 · Draft Reading W-2 · Acme Corp
Line 2025 2024
1a Wages, salaries — 182,100
2b Taxable interest — 2,418
3b Ordinary dividends — 14,260
YoY anomaly · dividends -37% Current 1099-DIVs total $8,914 vs. $14,260 last year. Expected Fidelity form is missing.
8 Other income · K-1 pass-through — 3,800
7 Capital gain · 14 lots reconciled — 9,870
Schedule D ties to line 7
10 Adjustments · HSA + SE health — (7,000)
11 Adjusted gross income — 205,448
Estimated refund
$—
—
Saver's Credit applied · Form 8880 AGI under threshold + 401(k) deferrals
+$2,100
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06 · Return delivery

Delivery that makes clients get their taxes.

A personalized video summary. A beautiful, branded presentation. Strategic recommendations for next year. E-signature and payment in the same place.

  • E-signature with KBA identity verification
  • Embedded video walkthroughs you record once
  • Free 7-year document access for clients
Your 2025 Return
Refund$3,412
vs LY+$840
M
Maya
REC
0:42 / 3:18
A personal walkthrough from Maya, your preparer
Federal refund$3,412
State refund$612
Effective rate14.8%
Action required Review & sign
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