Step 1:

Speak with one of our Certified Financial Planner ^TM specialists to identify and red flags and potential tax saving opportunities.

Step 2:

Upload a copy of your U.S. Individual Tax Return (Form 1040) to our secure planning portal.

Step 3:

Using advanced Optical Character Recognition (OCR) technology, our software will read your tax return and instantly create a summarized report that highlights red flags and tax-saving opportunities.

Step 4:

We will use this analysis to build out scenarios to immediately identify key income breakpoints for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more.