The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Nov. 16, 2021

Filed:

Aug. 27, 2015
Applicant:

Hrb Innovations, Inc., Las Vegas, NV (US);

Inventor:

Mark Ciaramitaro, Leawood, KS (US);

Assignee:

HRB Innovations, Inc., Las Vegas, NV (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/123 (2013.12);
Abstract

A method, system, and computer program for presenting a tax interview in preparation for preparing a tax return and, more particularly, to an advanced tax interview engine that integrates with third-party data sources including social networking sites, professional networking sites, credit reports, data aggregators, and other sources so as to minimize the burden on a user. One or more profiles for the taxpayer are retrieved from their respective third-party data sources so as to pre-populate responses to the tax interview, present additional portions of the tax interview, or determine discrepancies with user-entered information.


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