Jump into the future of tax planning
Combine AI and human intelligence to plan with confidence!
What is tax planning?
Tax planning is the process of analyzing and organizing your financial situation to ensure you pay the lowest amount of taxes possible, legally and efficiently.
How it works
Tax Plan Creation
A one-time process for the initial design of your Tax Plan based on your current tax situation.
Tax profile
Tax profile
Your Tax Journey Begins Here! We start by understanding your current tax situation to establish a baseline.
We'll ask about your previous taxes, family structure, expenses, jobs, and businesses to get a clear picture.
Financial goals
Financial goals
Discover Your Financial Goals and Desires: We know that one size doesn't fit all. We'll dive into your financial goals, priorities, and resources to craft a personalized tax plan that suits your unique situation.
Proposal
Proposal
Profile Review and Proposal: A human tax expert will review your tax profile and financial goals to ensure we have all the necessary information.
You'll get an estimate of your potential tax savings and a quote for your Tax Plan. Once you accept the proposal, we'll move forward to the next exciting stage of your tax journey.
Design tax plan
Design tax plan
The Fun Part Begins! Our AI technology will explore various scenarios and tax-saving strategies tailored to your financial goals.
A human tax expert will then review each strategy to ensure they comply with current tax laws and regulations.
Receive tax plan
Receive tax plan
Receive Your Personalized Tax Plan: After your Tax Plan is designed, reviewed, and confirmed by our expert, you'll receive your personalized Tax Plan.
You'll also have a meeting with the tax expert, who will walk you through the plan and answer any questions you may have.
Tax Plan Implementaion
After you receive your initial Tax Plan, add additional services to help you implement and maintain your Tax Plan.
- Tax advisor
- Get year-round tax support with implementation assistance and plan around changes in your tax circumstances.