We build tax-prep workflows that can be checked.

TracePrep Inc. is a software company. TracePrep turns a client's folder of tax documents into cited facts, an entry list for your tax software, and a Reviewer-signed workpaper your Firm owns. It also produces the Reasonable Compensation Study for an S-corporation shareholder-employee.

Why we built it

A finished number reads the same whether it is right or wrong.

That is the problem this product exists to solve. You cannot check a return's inputs by reading the input screens. You can only check them by going back to the pages they came from: which document, which page, who keyed it, and who changed it.

So the trail is built into the workflow rather than left to a folder, a spreadsheet, and somebody remembering.

Source citation is not a feature
Every fact is tied to its source: the page it came from, or the Preparer's written reason. Every entry names the one fact or identity field behind it. The system does not present an entry with neither.
The Reviewer signs off
A Reviewer at the Firm signs only after every entry is read back against the tax software. The record shows who prepared, who changed what, and who signed.
The Firm owns the workpaper
Behind the sign-off sits a workpaper the Firm owns: source documents, facts, entries, readback.

The honesty is the positioning. TracePrep supports professional judgment. It does not promise an outcome, it does not decide the number for you, and it does not stand in for your Reviewer.

What TracePrep is, and what it is not

  • A tax-prep platform for CPA and EA firms

    For CPA, EA, and accounting firms that prepare individual returns on Form 1040. Their Preparers hand off to a designated Reviewer.
  • Not tax software, and not a filing product

    TracePrep does not compute the tax and does not file the return. Your tax software computes. Your people file, sign, and collect payment.
  • Also the Reasonable Compensation Study

    The S-corporation Reasonable Compensation Study runs on the same discipline: traceable evidence, Reviewer sign-off, and workpapers the Firm owns.
  • The TracePrep plugin

    A plugin of tax-prep skills for tax professionals who use Claude Code, Claude Cowork, Codex or ChatGPT, from TracePrep Inc.
  • Not an accounting or tax practice

    TracePrep Inc. is a software company. It does not render tax advice or accounting services. Your engagement letter, your Reviewer, and your professional judgment stay yours.
  • Not a shortcut past review

    The workflow gives a Reviewer more to inspect, not less to do. It is faster because the evidence is already assembled, not because a step was taken out.

Who it is for

Growing CPA, EA, and accounting firms that prepare individual returns. Roughly two to a hundred professionals.

Enough volume that the work repeats, and enough structure that several Preparers hand off to one designated Reviewer.

TracePrep is for practitioners. It has no taxpayer login and never contacts a taxpayer.

That is a working hypothesis, not a finished market study. It is being tested before any commercial commitment, and saying so is better than pretending the question is settled.

Who builds it

TracePrep is built by Bobby Huang, founder of TracePrep Inc.

He has worked in the accounting profession for more than 18 years.

TracePrep started because reasonable-compensation work was still being done by hand almost everywhere, and the tooling had not caught up.

TracePrep Inc.

TracePrep Inc. builds and owns TracePrep. It is a separate company from any accounting or tax practice, with its own liability and its own engagement.

TracePrep Inc. was formed in 2026.

Start with the evidence

Join the waitlist for the TracePrep app and the TracePrep plugin. Working a reasonable compensation file now? Open an account and build a first Study.