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Tax Planning Services

Explore Our Tax Planning Services

Explore Our Tax Planning Services

Unlock Hidden Tax Savings with AI-powered Financial Planning

Traditional financial planning often involves tedious data entry and manual analysis of tax documents. We streamline this process with the power of AI. By securely accessing your tax returns, our advanced technology can instantly analyze the information and identify key income breakpoints. This allows us to uncover tax planning opportunities you might have missed, like maximizing Roth conversions, minimizing tax impact when taking withdrawals, and optimizing charitable giving strategies that benefit both you and your favorite causes.

Additionally, an instant summary and visualization of a client’s tax return providing details on 16 key tax areas including: MAGI tiers, federal and state tax data, Roth analysis, Charitable deductions, QBI analysis as well as pending legislation updates.

Credit to https://fpalpha.com/solutions/#planning-tax-snapshot for the images.

How It Works

Step 1

You receive instructions on how to upload your 1040 tax return.

Step 2

Receive a report with key metrics and planning opportunities.

Step 3

Utilize our robust scenario analysis tools to delve into potential outcomes.

Tax Resources

Do I Need To Start Making Estimated Federal Income Tax Payments

Do I Need To Start Making Estimated Federal Income Tax Payments

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Important Numbers

Important Numbers

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Home Mortgage Deduction

Home Mortgage Deduction

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