Wave B · human organizer recon
Organizer answers vs 8867 prompts — gap list before the return leaves.
Independent preparers: paid human recon of one client organizer against Form 8867 due-diligence prompts. Priced as real recon work ($149–297) — not the empty $49–149 band. Not a tax engine. Not IRS-approved.
1 · What it is
Paid organizer recon — not a tax engine and not IRS-approved software.
A human gap list: organizer answers vs 8867-style diligence prompts. Offer stub. Presentation-complete. Preparer remains responsible for the form.
2 · What it does
Lists holes. Does not compute credits or file.
Paste organizer notes. The blotter flags blanks and contradictions (e.g. “n/a” vs a PDF in the folder). It does not conclude qualifying-child status or auto-complete 8867.
3 · Honest compare · never a SoR replacement
Beside Drake — not instead of it
| On the desk today | What it already does | Honest limit | 8867 recon |
|---|---|---|---|
| Drake / ProSeries / Lacerte | Tax SoR. Returns, e-file, 8867 worksheets. | SoR is not a paid human recon of this organizer vs prompts. | We list holes. We do not replace the engine. |
| Organizer PDFs / checklists | Client intake. | Easy to leave residency blank while a brokerage PDF sits unread. | Contradiction flags only. Not eligibility. |
| 8867 $149–297 | Human recon · REFUSE on empty / thin / PDF binary. | Not IRS-approved. Not credit math. Not $49 theater. | Suite module beside SettleUp or standalone recon. |
5 · Breakable demo · refuse is the feature
Try to break it. The desk should hold.
Empty, thin, and PDF should REFUSE. We do not invent residency, income, or credit eligibility.
6 · Suite / dual-mode
Module beside SettleUp — or standalone recon
8867 recon can sit as a diligence-hygiene module beside Pilot, or as a standalone paid recon. Magnet Stripe HOLD. Human owns the return that leaves the office.
4 · Pricing · ROI soft-framed
Paid organizer recon
$149–297
One organizer + draft 8867 workflow gap list. Human-delivered. Not the empty $49–149 band.
Labeled assumption · not a kill claim
If recon displaces 2.5 hours of preparer time at $100/hr = $250, the $149–297 band sits near time-cost — not below it as $49 theater. A bargain claim only holds if hours are actually recovered. Assumption — not tax savings, not IRS penalty avoided, not a guarantee.
7 · Rails · kill · human owns send
Non-goals
- Not a tax calculation engine or SoR replacement
- Not inventing eligibility or filing as product output
- Not “IRS-approved” claims
- Not auto-completing 8867 as certified diligence
- Not auto-send / e-file — human owns the return
Not tax advice · not legal advice
Educational recon blotter. Preparer remains responsible for Form 8867. No counsel-blessed PDFs invented here.