Every line of your return, verified
Instead’s agent checks your return against the workpaper that built it, the source documents that fed it, and the IRS rules that govern it. So nothing is overstated, nothing is understated, and nothing slips through.
Built into every return review
Checks every line
Every box, every code, every calculation — cross-checked against your workpaper and your source documents.
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Sources every claim
Every number on your return ties back to where it came from. No mystery numbers, no unsupported deductions.
Explains every finding
Plain English, not "see Form 8606 line 14." What changed, what's missing, and what to do about it.
Multi-check review
Your return was checked against the workpaper that built it. The workpaper was checked against your source documents. The source documents were checked against your situation. If any one of those disagrees, the agent flags it before you file — not after the IRS does.
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Nothing slips by
The deduction nobody asked you about. The credit you qualified for but didn't claim. The math error in box 23. The agent checks every line, every time — without getting tired, distracted, or assuming the obvious got covered.
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Findings you can actually use
Every flag is explained in plain language. What changed, what was missed, what needs your attention — and what to do about it. So you can fix it yourself, send it to your accountant, or decide it doesn't matter.
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How a return gets reviewed
Three steps to a verified return
Upload your return
Drag in your completed return — whether the agent prepared it or someone else did.
The agent checks it line by line
Every box, every code, every calculation cross-checked against the workpaper, your source documents, and IRS rules.
Get findings you can act on
Errors to fix. Deductions to add. Risks to flag. All explained in plain English.
However your return was prepared
Have Instead prepare your return and the agent self-checks before it touches the IRS. Upload a return your accountant did and the agent reviews their work the same way. Either way, you see what's right, what's missing, and what's worth a second look.
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Reviewed across every return type
Federal and multi-state, across every entity.
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