Billy Robinson, CPA, says he built Lunar Papers inside his own practice—Boyer Robinson, a boutique CPA firm in Palm Beach County, FL—so every return would have a “second set of eyes on it before I signed.”
“Come January, clients ask one question long before the return exists: what am I going to owe? The preparer is still sorting documents. I built Lunar Papers inside my own practice to close that gap,” Robinson said in an email.
On Nov. 2, Robinson officially launched Lunar Papers, which he describes as “tax engagement software for small CPA firms and tax preparers.”
A firm uploads a client’s prior-year return and the tax documents as they arrive. Before the return is keyed into the firm’s tax software, Lunar Papers returns a provisional estimate of the refund or balance due, Robinson says.
It also organizes the documents into the firm’s folders and builds a source-linked Excel workbook, the open items, and a drafted request for whatever is still missing.
When the return is prepared, the firm uploads it as a PDF and Lunar Papers compares it with the workpapers line by line. Possible differences are flagged for the preparer to evaluate, with guidance on where to look in the firm’s own tax software, he added.
“For years, busy season at my firm meant long nights tying out returns and chasing documents. So I built the process I wanted every return to follow: organize everything first, build workpapers that support every number, ask the client once, and compare the return with the workpapers before it goes out,” Robinson says on Lunar Papers’ website. “Lunar Papers is that process, built as software for other firms.”
Lunar Papers currently handles forms 1040, 1120-S, 1065, and 1120.
Pricing is per engagement, by the size of the return—from $79 per 1040 and from $99 per business return, with return comparisons priced separately. There is no subscription and no seat minimum, and each firm’s first Standard workbook is free, including its first comparison, according to Robinson.
Client documents are stored on an encrypted volume and processed in the U.S., and they are deleted on the firm’s own retention schedule. Tax return information is used only to perform the engagement and is never used to train AI models, he said.
More information about Lunar Papers can be found here. A free Support Checklist turns a client’s prior-year return into this year’s document request list, with no account needed.
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Tags: CPA firms, Lunar Papers, tax preparers, tax software, Taxes, Technology
