For CPA firms and tax practices with gambling clients

Start with the IRS transcript. Not the document pile.

The easiest, quickest, most accurate way to reconcile a gambling client: every W-2G the IRS holds, tied to the casino's own win/loss statement, in a workpaper you can sign.

  • Add the client
  • Send them one link
  • Review and sign

No sign-up to look: the sample file is the real product on a fictional client. Your own client's file takes a free firm account, and that first client is on us.

W2gMatch in one minute: how players and their CPAs get gambling records straight. General information, not tax advice.

Jordan Avery · TY2026

Slots and sportsbooks · 3 states

Sample file
IRS transcript read: 20 W-2Gs, $83,500 reported
3 win/loss statements in, each tied to its W-2Gs
2 statements still out, with the dollars riding on each
Taxed on $83,500 without the statements · $12,825 with
3 findings to clear, then the workpaper is yours to sign

Taxable gambling income

$12,825

Of which phantom (90% loss limit)

$10,125

A fictional client, run through the real reconciler. Open this file →

You are the one with the stack of W-2Gs?

The easiest, quickest, most accurate way to track and reconcile your gambling winnings, statements and sessions, built for today's gamblers with AI that does the typing. Free: say it, pick the place, snap your W-2G and the assistant reads it and files it to the right year; export any time.

New for 2026 returns: only 90% of gambling losses are deductible. Run your numbers. Playing this year? Keep the free session tracker: say what happened, it fills itself in, export it any time.

Free on every account

The easiest way to track your gambling: say it, snap it, hand it off

  • Say it

    Speak or type the night. The AI box fills the entry.

  • Pick the place

    One tap finds the casino near you and your players card.

  • Snap the W-2G

    It reads the form and files it to the right tax year.

Your sessions, places and W-2Gs are filed as you go. At tax time, hand it off: the assistant reconciles them with your casino statements and IRS transcript in one file.

Start the free trackerSee how it works

How it works

Four steps. One needs a CPA.

  1. 01

    Add the client

    Name, email, tax year.

    You1 min
  2. 02

    Send them one link

    They drop the IRS transcript, statements and W-2Gs. No login. Or upload the transcript you pulled yourself.

    Youone click
  3. 03

    Everything is read and matched

    Each W-2G tied to the statement that answers it. What is missing is listed, with the dollars riding on it.

    W2gMatchautomatic
  4. 04

    Review and sign

    One workpaper, a document behind every figure.

    Youyour call

Why firms say no to gamblers

It is a paperwork problem, not a tax problem.

Today

  • A shoebox of W-2Gs and statements from six casinos that do not tie
  • Senior time on clerical work before anything chargeable starts
  • The 90% loss cap re-derived by hand, per client
  • A missing W-2G found by a CP2000, eighteen months later
  • An engagement nobody can price

With W2gMatch

  • Every source read, classified and tied to the transcript line it answers
  • Reconciliation done before a preparer opens the file
  • The rule for the tax year applied the same way on every client
  • What the IRS holds, on day one, against what the client sent
  • One flat fee per season, two casinos or fifteen

The deliverable

What lands on your desk

One package per client per season. The first action is review, not assembly.

Open the sample fileRead the sample workpaper (PDF, 4 pages)

Audit-ready delivery package

  • A workpaper PDF: numbered pages, form lines, a line to sign
  • Every source document, filed by type
  • Each casino's W-2G total tied to that casino's own win/loss statement
  • The transcript cross-check: what the IRS holds versus what the client sent
  • Findings: duplicates, outliers, missing months, wins with no form
  • Final figures under the rule for the year, taxable and phantom separated
  • A trail from every figure to the page it came from
Ready now

The Statement Concierge is ready.

We attempt to collect win/loss statements for every client, so your staff do not.

We offer services to do so.

  1. 1One client signatureCovers every operator's request form.
  2. 2Requests every missing statementBy email where the operator takes it; a signed packet, ready to fax or mail, where it does not.
  3. 3Files what comes backEach statement lands against the right client.
  4. 4Tells you what is still outAnd follows up with the operator, so nobody on your staff has to.

Before you hand over a client's documents

Automation stops where judgment starts

Firm plans

One flat fee for the season

Per firm, per tax season. Not per gambler, not per hour.

Full pricing

Starter

$499

per season

Up to 10 clients

Growth

$899

per season

Up to 20 clients

Scale

$1,499

per season

Unlimited clients

Your next gambling client does not have to be a loss leader

Open the sample file now, or start with one of your own clients: the first file is on us.

Create firm account

Get your win/loss statement: Caesars Rewards · MGM Rewards · Hard Rock Bet · theScore Bet · BetMGM · Mohegan Sun · Carnival Cruise Line · DraftKings · FanDuel · bet365 · Golden Nugget Online Gaming · Wynn Las Vegas · PENN Entertainment · Bally's Casino · Boyd Gaming · Do I need a players card?