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RoboTax uncovers compliant, audit-protected strategies most taxpayers never see.

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For business owners1099 earnersInvestorsHigh-income W-2 taxpayers

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Connected QuickBooks account

Match to Personalized Tax Strategies. Instantly.

Data-driven analysis from your connected accounts

UP TO
$366k
in potential tax savings identified
⬖
CONSERVATIVE
$146k
BASE
$
$244k
↗
AGGRESSIVE
$366k
Analysis Confidence90%
Based on 39 of 42 sources connected (91%)
STRATEGY BREAKDOWN
$
Cost Segregation Study
$120,000 - $195,000  |  88% confidence
ⓘ $2.4M warehouse × 25% reclassification × 37%
$150,000
$
R&D Tax Credit (Section 41)
$34,720 - $56,420  |  95% confidence
ⓘ $310K QREs × 14% ASC method = $43,400 tax credit
$43,400
$
S-Corp Election for SE Tax Savings
$30,400 - $49,400  |  92% confidence
ⓘ $420K - $130K reasonable comp = $290K × 15.3% FICA
$38,000
$
Section 179 Expensing
$28,120 - $45,695  |  88% confidence
ⓘ $95K equipment × 37% marginal rate
$35,150
$
Qualified Business Income (QBI) Deduction
$24,864 - $40,404  |  90% confidence
ⓘ $420K QBI × 20% × 37% (QBBBA confirmed)
$31,080
$
Open a Solo 401(k)
$20,720 - $33,670  |  90% confidence
ⓘ Solo 401(k) $70K total × 37%
$25,900
Over 2,600 sections of IRC code simplified in one platform.
At no cost.

You've been filing. Others have been optimizing.

435+ strategies. One platform. Zero guesswork.

Form 4562100% first-year write-off

Exotic Car Tax Deduction

Purchase a vehicle over 6,000 lbs GVWR through your business and deduct the full cost in year one using Section 179 and bonus depreciation.

$80K+ Year 1
Form 456239 → 5 yr depreciation

Cost Segregation Study

Reclassify building components into shorter depreciation schedules and unlock massive first-year deductions on commercial real estate.

$612K Year 1
Form 6765R&D · up to 20%

R&D Tax Credit

Claim credits for qualified research activities your business already performs. Offset income or payroll tax for startups under $5M.

$250K+ annual
DeepInventPowered by DeepInvent
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Form 5227Irrevocable trust

Charitable Remainder Trust

Transfer appreciated assets into a trust for lifetime income and an immediate charitable deduction — while avoiding capital gains.

$420K deduction
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Form 8949180-day reinvestment

Qualified Opportunity Zone

Defer and eliminate capital gains by reinvesting into designated Opportunity Zone funds. Hold 10+ years for zero tax on appreciation.

$555K deferred
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Form 8606Tax-free growth

Roth Conversion

Convert Traditional IRA assets to Roth during low-income years. Pay a lower rate now for tax-free withdrawals and no RMDs.

0% forever
Unlock accessClick to join →
Form 1120-PCRisk protection

Captive Insurance

Form a wholly-owned insurance subsidiary to deduct premium payments as a business expense while building tax-advantaged reserves.

$444K annual
Unlock accessClick to join →
Schedule E14 days · $5K/day

Augusta Rule

Rent your home to your business for up to 14 days per year at fair market value. The income is completely tax-free.

$70K/year
Unlock accessClick to join →
Schedule DC-Corp · 5+ yr hold

Section 1202 — QSBS

Exclude up to 100% of capital gains on qualified small business stock. Shelter $10M+ from federal tax entirely.

Up to $10M+

Built for serious tax strategy

Everything you need to identify, validate, and implement tax-saving opportunities.

AI Strategy Engine

Machine learning models match client profiles to the highest-impact strategies from our database of 435+ federal tax strategies.

435+ Federal Strategies

The most comprehensive database of IRS-recognized tax strategies — continuously updated and validated by tax professionals.

Advisor Portal

White-labeled dashboard for wealth advisors, CPAs, and tax attorneys to manage client engagements and track implementation.

Compliance Docs

Every recommended strategy includes IRS-ready compliance documentation, authority citations, and implementation checklists.

E-Sign & Deliver

Generate, sign, and deliver strategy engagement letters and implementation documents — all within the platform.

Secure Data Vault

Bank-grade encryption protects sensitive financial data. SOC 2 Type II certification in process with full audit trails and role-based access.

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