Plan before you file.
Find the optimal strategy.
Run side-by-side tax planning scenarios. Adjust income, filing status, deductions, 401(k) contributions, or rental income — and instantly see the impact on tax liability, effective rate, and refund.
CAPABILITIES
Model any tax scenario
Adjust any variable and see the instant impact. Compare unlimited scenarios side-by-side to find the optimal tax strategy for every client.
Side-by-Side Comparison
Compare 2, 3, or more scenarios simultaneously with delta indicators and savings highlights.
- Compare 2, 3, or more scenarios simultaneously
- Delta indicators highlight changes and savings
- Effective tax rate comparison across scenarios
- Save and name scenarios for client presentations
Adjustable Variables
Adjust any tax variable and see how it affects the bottom line instantly.
- Income (W-2, 1099, business, investment)
- Filing status, dependents, and exemptions
- Deductions (standard vs itemized with line items)
- 401(k), IRA, HSA, and other retirement contributions
Instant Calculations
Real-time recalculation as you adjust inputs — no waiting, no manual formulas.
- Real-time recalculation as you adjust inputs
- Federal + state tax computed simultaneously
- AMT impact analysis included
- FICA and self-employment tax calculations
Client-Ready Reports
Generate professional comparison reports for client meetings and presentations.
- PDF comparison reports for client meetings
- Recommendation summaries with action items
- Share scenarios via secure client portal
- Archive for multi-year planning history
USE CASES
Planning for every life event
From retirement to real estate — model the tax impact of every major financial decision.
Retirement Planning
Model 401(k) max-out, Roth conversions, and RMD strategies to minimize lifetime tax burden.
Business Structure
Compare LLC, S-Corp, and C-Corp structures to find the optimal entity for tax efficiency.
Marriage / Divorce Impact
See the tax impact of filing jointly vs separately, or model post-divorce filing changes.
Stock Option Timing
Model ISO vs NSO exercise timing, AMT impact, and optimal sell strategies.
Real Estate Investment
Evaluate rental property purchases with depreciation, mortgage interest, and passive loss rules.
Charitable Giving
Compare direct gifts, donor-advised funds, and QCDs to maximize deduction value.
WHY SWITCH
Spreadsheet guessing vs. instant modeling
Frequently asked questions
Stop guessing. Start modeling.
Show clients exactly what happens when they change jobs, move states, or sell assets — in seconds, not hours.