“It’s not how much you make, it’s how much you keep.”

~ Robert Kiyosaki, author of “Rich Dad Poor Dad”

Using OCR AI technology, we will scan your tax form 1040 and create a report identifying any problem areas and tax-planning opportunities. Our experienced team will educate you on the impact of investment taxes, including the benefits of year-round active tax management. We will offer customized, actionable ideas and recommendations you can implement and bring to your CPA.

Lower Taxes at your Fingertips.

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FAQ

  • Who should be using your service?

    Individuals and couples that are paying over $50,000 per year in Federal taxes have received the greatest benefit using our service. Small business owners and 1099 contractors have also benefitted.

  • What are the benefits to me?

    Lower your future tax obligations and stay ahead of the law. We can simulate the effects of future legislative changes like the TJIA sunset and adopt proactive strategies. We will ensure that your tax and retirement strategies are tax-smart and tailored to maximize your tax and retirement savings.

  • I already have an accountant, why should I use you?

    We have also found many accountants are not qualified to create a comprehensive plan and/or lack the time and staff to provide necessary planning advice. Our focus is on leveraging AI technology paired with years of financial planning and investment management experience to offer actively managed, tax-saving solutions.

  • Can I keep my CPA?

    Since we do not file taxes, we want you to keep your CPA. We will coordinate with them to implement any recommended planning and investment ideas.

  • What is AI tax software, and how does it?

    We use software that uses advanced OCR technology to read a tax return and create a summarized report complete with relevant observations.

  • Is my personal and financial information secure when using this software?

    All transferred data is encrypted using industry-leading 256 bit encryption.

  • Does this software work with personal or business taxes?

    The software is designed to help people with their personal taxes. However, self-employed people including 1099 contractors will also realize benefits.

  • How much can I save by using this software?

    How much you save depends in a large part on how much you usually pay. We have been able to provide tax savings to over 95% of investors who have submitted their tax returns for review.

  • Do your software offer estate planning advice?

    Not as of yet. However, our wealth managers will work with your accountant and attorney to ensure you are structuring your estate to minimize your lifetime tax liabilities.