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How the work actually happens

Tax planning

Scanning returns, identifying opportunities, modeling scenarios, executing strategies, documenting for CPAs.

How the work gets done
Derived automation mix
60% assisted · 40% automated
Automated — runs unattendedAssisted — software drafts, human approves

Scan

OCR the 1040, extract entities, flag opportunities.

  • 1040 scan & entity extraction

    automatedannual

    Drop the PDF return in; parsed lines, schedules, K-1s, and flagged opportunities come back in under a minute.

Model

Multi-year projections, AMT, NIIT, state effects.

  • Multi-year tax projection

    assistedannual

    Projected AGI, marginal bracket, NIIT/AMT/IRMAA exposures across 5–10 years with side-by-side scenario diffs.

  • Charitable bunching & DAF strategy

    assistedannual

    Quantified deduction lift from bunching, DAF, QCDs, or appreciated-stock gifts — tied to the same household projection.

Recommend

Translate scenarios into client decisions.

  • Tax-aware withdrawal sequencing

    assistedannual

    Per-account draw order optimized for lifetime taxes, IRMAA brackets, and survivor scenarios.

Document

Memos for client and CPA, audit trail.

  • CPA handoff & client memo

    automatedannual

    One-click client letter plus CPA-ready memo with citations to the relevant lines and proposed actions.

Practice & explore

Drills, quizzes, vendor matrix, industry map, and reads — all in one place.