Platform and method for preparing a tax return

1. A method for generating a tax return utilizing a data platform, comprising:

obtaining client data for a client, wherein the client data is captured automatically by the data platform in response to creation or change of the user data available from one or more accounts and services;

tokenizing the client data in tokens associated with the client utilizing the data platform, wherein the tokens are blockchain tokens;

automatically aggregating the client data for a client from available sources including the tokens tokenized by the data platform to generate a client profile stored in a digital ledger of the data platform;

determining a relevant tax return strategy based on the tokens and the associated client data;

automatically creating a template tax return based on the relevant tax return strategy and the tokens;

populating the template tax return with the client data to generate the tax return for the client utilizing the tax return strategy, the template tax return with the client data is communicated utilizing at least a user interface populated by the data platform;

performing a review of the tax return utilizing at least machine learning implemented by the data platform, the tax return is available for review utilizing the user interface populated by the data platform; and

filing the tax return with the data platform interfacing with a federal system and one or more state systems as required.

2. The method of claim 1 , wherein the aggregating comprises:

automatically importing the client data from available sources, wherein the available sources include at least accounting software.

3. The method of claim 1 , further comprising:

filtering the client data to remove sensitive data.

4. The method of claim 1 , wherein determining a relevant tax return strategy further comprises:

comparing the client data to data for a plurality of clients to determine a selection of the plurality of clients most similar to the client, wherein the template tax return is generated utilizing the strategy from tax returns of the selection of the plurality of clients.

5. The method of claim 4 , wherein the template tax return is generated utilizing tax return strategies utilized by the selection of the plurality of clients.

6. The method of claim 1 , further comprising:

providing a report regarding the machine learning review of the tax return to ensure compliance with applicable federal and state laws; and

electronically filing the tax return from the data platform.

7. The method of claim 1 , wherein the tax return includes a federal tax return template and one or more state tax return templates.

8. The method of claim 1 , further comprising:

communicating the tax return to one or more professionals for review through the data platform, wherein the tax return is not filed until approval is received through the data platform by a tax professional.

9. The method of claim 1 , further comprising:

communicating an alert in response to finding an issue during the review.

10. The method of claim 1 , wherein the tokens are utilized to create the template tax return, and wherein the tokens are stored in a digital ledger of the data platform.

11. A system for preparing a tax return, comprising:

a plurality of electronic devices executing a data application, the data application is configured to automatically receive and aggregate client data associated with a client and data from a plurality accounts and services; and

a data platform accessible by the plurality of electronic devices executing the data application through one or more networks, wherein the data platform tokenizes the client data in tokens associated with the client, aggregates the client data for the client in a digital ledger of the data platform from available sources including the tokens tokenized by the data platform, determines a relevant tax return strategy based on the tokens and the associated client data, automatically creates a template tax return based on the relevant tax return strategy, populate the template tax return with the client data to generate the tax return for the client, the template tax return with the client data is communicated utilizing at least a user interface populated by the data platform, perform a review of the tax return utilizing at least machine learning, the tax return is available for review utilizing the user interface populated by the data platform, and file the tax return federally and with one or more states, wherein the tokens are blockchain tokens.

12. The system of claim 11 , wherein the data platform imports the client data and the data from the plurality of electronic devices and available sources, wherein the available sources include at least accounting software.

13. The system of claim 11 , wherein the data platform filters the data to deidentify the data.

14. The system of claim 11 , wherein the relevant tax return strategy is determined by comparing the client data to data for a plurality of clients to determine a selection of the plurality of clients most similar to the client, wherein the template tax return is automatically generated utilizing the data from tax returns of the selection of the plurality of clients.

15. The system of claim 14 , wherein the template tax return is generated utilizing tax return strategies utilized by the selection of the plurality of clients, and wherein the tokens are stored in a digital ledger of the data platform.

16. A data platform, comprising:

a processor for executing a set of instructions;

a memory for storing the set of instructions, the memory includes a digital ledger, wherein the set of instructions are executed to:

obtain client data for a client, wherein the client data is captured automatically by the data platform in response to creation or change of the user data from one or more accounts and services, automatically aggregate the client data for a client from available sources associated with the client to generate a client profile utilizing a data platform, tokenize the client data in tokens associated with the client and saved in the digital ledger, determine a relevant tax return strategy based on the tokens and associated client data, automatically create a template tax return based on the relevant tax return strategy, populate the template tax return with the client data to generate the tax return for the client, the template tax return with the client data is communicated utilizing at least a user interface populated by the data platform, and file the tax return federally and with one or more states, wherein the tokens are blockchain tokens.

17. The data platform of claim 16 , wherein the set of instructions import the client data and the data from the plurality of electronic devices and available sources, and wherein the available sources include at least accounting software.

18. The data platform of claim 16 , wherein the relevant tax return strategy is determined by comparing the client data to data for a plurality of clients to determine a selection of the plurality of clients most similar to the client, wherein the template tax return is generated utilizing the data from tax returns of the selection of the plurality of clients.

19. The data platform of claim 16 , wherein the set of instructions are further executed to communicate an alert in response to finding an issue during the review.

20. The data platform of claim 16 , wherein the template tax return is generated by combining tax return strategies utilized by the selection of the plurality of clients, and wherein the template tax return includes a federal tax return template and one or more state tax return templates, and wherein the tokens are stored in a digital ledger of the data platform.