Your Tax Strategy, Engineered

Uncover Hidden Provisions

The tax code contains thousands of provisions. Most taxpayers use a fraction of what's available to them. Our engine surfaces strategies matched to your specific income type, assets, and filing status — from well-known deductions to overlooked opportunities.

See the Long-Term Impact

Small tax savings compound dramatically over time. A $50K annual reduction growing at 8% becomes over $3.6M across 30 years. Our projection engine shows exactly what strategic planning could mean for your family's long-term wealth.

AI-Powered Analysis

Get instant, personalized insights on your tax situation. Our AI advisor analyzes your profile across 27 strategies and highlights the highest-impact opportunities — in plain language. It's like having a research team at your fingertips.

Instant Tax Calculator

Enter your income, state, and filing status. Get a full tax breakdown in milliseconds — calculated client-side with 2026 OBBBA brackets. No waiting, no server round-trips.

AI Tax Advisor

Chat with an AI that understands your tax profile. Get structured analysis, strategy recommendations, and plain-language explanations — streamed in real time.

27 Tax Strategies

From 401(k) optimization to Opportunity Zones, QSBS exclusions to cost segregation. Eight categories spanning conservative to aggressive — matched to your situation.

10 to 30-Year Projections

See how annual tax savings compound into generational wealth. Our projection engine models growth at realistic rates across 10, 20, and 30-year horizons.

Advisor Marketplace

Connect with vetted CPAs and tax attorneys who specialize in the strategies that match your profile. Consent-first, privacy-focused matchmaking.

Portfolio-Aware

Model strategies against your actual asset mix — W-2 income, business revenue, capital gains, carried interest. Entity-level analysis for LLCs, S-Corps, and trusts.

Enter Your Details

Income, filing status, state of residence, and net worth. Takes about 60 seconds — or load a pre-built scenario to explore instantly.

Explore Strategies

We calculate potential savings across 27 strategies using real 2026 brackets. Toggle each one on or off to model your ideal scenario.

Analyze & Act

Get AI-powered analysis of your tax situation. View 10 to 30-year projections. Save scenarios to your dashboard and revisit anytime.

Pre-tax 401(k) contributions reduce taxable income dollar-for-dollar and grow tax-deferred. The 2026 employee limit is $23,500 ($31,000 if age 50–59 or 64+, $34,750 if age 60–63 via SECURE 2.0 super catch-up).

After-tax 401(k) contributions (up to $43,500 beyond the employee limit) converted immediately to Roth for permanent tax-free growth. Over 20 years at 8%, each $43,500 could grow to ~$2M tax-free.

Business owners can contribute $200K–$330K+ annually to a defined benefit or cash balance plan, receiving an immediate deduction at their marginal rate. Ideal for high-income professionals ages 50+ looking to accelerate retirement savings.

Health Savings Accounts offer a rare triple tax advantage: pre-tax contributions, tax-free growth, and tax-free qualified withdrawals. 2026 family limit is $8,550. After 65, unused funds can be withdrawn for any purpose at ordinary income rates.

Free

Explore the basics

• ✓Basic tax calculator
• ✓3 strategy previews
• ✓Single scenario
• ✓2026 OBBBA brackets
• —AI advisor
• —Save analyses
• —Projections
• —Advisor matching

Pro

For the proactive planner

• ✓All 27 strategies
• ✓AI chat (50 msgs/mo)
• ✓25 saved analyses
• ✓10/20/30-year projections
• —Multi-entity support
• —Plaid linking
• —CPA-ready export

Premium

For serious optimizers

• ✓Everything in Pro
• ✓Unlimited AI chat
• ✓Unlimited saved runs
• ✓Bank account linking
• ✓Benchmarking
• ✓Advisor matching
• ✓CPA-ready export

Family Office

Multi-entity, full access

• ✓Everything in Premium
• ✓5 entities (LLC, S-Corp, trust)
• ✓Priority advisor queue
• ✓API access
• ✓Dedicated support