Byron
AI agents that automate business tax prep (1065, 1120, 1120-S) for CPA firms.
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About Byron
Byron is an AI agent platform that automates business tax preparation for CPA firms, built for 1065, 1120 and 1120-S returns, the complex business filings most tax AI has avoided.
Each stage, book-to-tax adjustments, depreciation schedules, state apportionments and partnership allocations, is handled by a specialised agent, and it automatically rolls prior-year returns and workpapers forward into a current-year workbook. It processes complex documents like K-1s with over 97% extraction accuracy, is SOC 2 Type II compliant with US data hosting, and does not use customer data to train models.
Founded in San Francisco by a team from Amazon's AGI group and Deloitte, it raised a $6.5M seed led by Square Peg.
Key Features
- Automates 1065, 1120 and 1120-S returns
- Rolls forward prior-year returns and workpapers
- Book-to-tax adjustments, depreciation and apportionment
- K-1 processing with 97%+ extraction accuracy
Our in-depth review
Byron is an AI platform that automates business tax preparation, and it stands out for tackling the hard returns, 1065, 1120 and 1120-S, that most tax AI has avoided in favour of simpler 1040 work. It is aimed at CPA firms and comes from a team drawn from Amazon's AGI group and Deloitte, with a $6.5M seed led by Square Peg.
What it does well, on the evidence so far: it targets the genuinely complex parts of business tax, book-to-tax adjustments, depreciation, state apportionment and partnership allocations, each handled by a specialised agent, and automatically rolls prior-year returns and workpapers forward. It processes tricky documents like K-1s and reports over 97% extraction accuracy across federal, state, K-3 and footnotes, and it is SOC 2 Type II compliant with US hosting and no model training on customer data.
Where to be cautious: it launched in May 2026, so independent preparer reviews are still limited, and business tax is high-stakes, so the accuracy claims should be validated on returns you can check. It integrates with existing systems, but confirm the fit with your tax software.
Best for: CPA firms that prepare business returns and want to automate the heavy preparation and workpaper rebuild.
Verdict: one of the more credible new entrants in business tax AI, precisely because it goes after the complex returns rather than the easy ones. Pilot it on known returns, keep preparer review in place, and it could remove a lot of the manual grind from business tax season.
At a glance
- Category
- Tax prep
- Best for
- 2–10 practice
- Editor's score
- 4.4 / 5
- Pricing
- No published pricing. Demo-led sales process; contact the vendor for a quote.
- Last verified
- 2026-08-25
One of the more credible new entrants in business tax AI; pilot it on known returns and keep preparer review in place.
Integrations
- Standalone platform
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