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.
Patent No.:
Date of Patent:
May. 26, 2009
Filed:
Dec. 29, 2003
Bradley K. Peak, Parkville, MO (US);
Jennifer L. Buckner, Charlotte, NC (US);
Bradley K. Peak, Parkville, MO (US);
Jennifer L. Buckner, Charlotte, NC (US);
H&R Block Tax Services, LLC., Kansas City, MO (US);
Abstract
The present invention is a system and method for generating personalized tax advice documents. An advice protocol is integrated in tax preparation software to provide relevant financial advice statements based on a taxpayer's income tax return data. A set of financial recommendations or statements is developed from which applicable statements may be selected for the tax advice documents. Categories and priorities are associated with each financial statement as well as specific financial triggers and calculations. The triggers are evaluated based on tax return data. If the conditions of a trigger are met, a calculation is performed to determine the actual benefit to the taxpayer. The specific financial recommendation or statement associated with the trigger is then added to a tax advice document. The taxpayer is then provided with a printed copy of the tax advice document comprising the specific statements selected for the taxpayer.