TaxBet for CPAs — Session-Method Workpapers for Gambling Clients

The problem walked into your office

Gambling clients used to bring a shoebox or a casino win/loss statement. Now they bring five apps, thousands of transactions, and a stack of W-2Gs that overstate their income — and the win/loss statement, the traditional baseline, is exactly the weak-evidence document the session method exists to replace. Even preparers who've handled gambling income for years have never had tooling for online-era volume, because until now the volume didn't exist.

Three computations, one engagement — the 2027 problem

The same year of client data now demands three separate computations: the federal session method (Chief Counsel Advice AM2008-011; Notice 2015-21), the new 90% loss cap layered on top — a rule no preparer has filed under, because TY2026 is the first year it applies — and state math that follows neither: Pennsylvania's cost-of-wagers netting on Schedule T, New Jersey's netting, Michigan's deduction rules. Reconstructing that by hand from raw exports is hours of low-leverage work — or a client you turn away.

Background: the 90% cap · how PA computes it · the CP2000 wave

What TaxBet hands you

Per-session ledger — calendar, per-operator-per-day sessions, from the client's raw exports
W-2G-to-session reconciliation — which sessions the forms landed in, and what those sessions actually netted
Schedule 1 & A figures — with the 90%-cap worksheet shown, not summarized
A tie-out grid — every filing figure traced to source rows

Your client runs the upload — their files are parsed and computed in their browser, and their report and data file live on their device. You receive numbers you can audit, not numbers you must trust.

Where you stay in charge

TaxBet computes and documents; it does not file, sign, advise, or represent. Filing positions are yours. The workpaper shows its methodology and citations precisely so you can disagree with it.

Two ways to use it

Client-initiatedThey arrive with the workpaper; you file with real substantiation instead of a win/loss PDF.

You-initiatedSend a gambling client to TaxBet the way you'd send them to collect any records — except these arrive reconciled.

How client data reaches you

Your client hands you the data file TaxBet gave them at purchase (TaxBet-Data-year.json) — or their raw operator exports. Drop it into the CPA portal and the workpaper renders on your machine: a client roster, review status, your own sign-off record, and a downloadable workpaper file. Everything is parsed and computed in your browser and stays on your device; nothing is uploaded anywhere.

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We match notice-holders and filers with professionals who know the session method — in their state, at their preferred rates, paid directly to them.

Honest limits. The engine is regression-tested against 480,000+ real transactions across multiple operators' export formats. TaxBet is not tax advice and not a substitute for professional judgment — it's the substantiation under yours.