RoboTax is the first AI-powered tax strategy platform purpose-built for taxpayers with $250K+ in annual federal liability — delivered through the wealth advisors, CPAs, and tax attorneys they already trust.
Unlock the full universe of 435+ federal tax strategies — from entity restructuring to advanced charitable vehicles — precisely matched to each client's financial profile, entity structure, and risk tolerance.
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Onboard clients in minutes. RoboTax connects to their financial profile, runs AI-powered strategy matching against 435+ federal strategies, and delivers a prioritized action plan — with compliance documentation ready to execute.
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Transfer appreciated assets into a trust for lifetime income and an immediate charitable deduction — while avoiding capital gains.
Reclassify building components into shorter depreciation schedules and unlock massive first-year deductions on commercial real estate.
Defer and eliminate capital gains by reinvesting into designated Opportunity Zone funds. Hold 10+ years to pay zero tax on appreciation.
Convert Traditional IRA assets to Roth during low-income years. Pay a lower rate now to enjoy tax-free withdrawals and eliminate required minimum distributions.
Form a wholly-owned insurance subsidiary to deduct premium payments as a business expense while building tax-advantaged reserves.
Rent your home to your business for up to 14 days per year at fair market value. The income is completely tax-free — and the business deducts it.
Exclude up to 100% of capital gains on qualified small business stock. Founders and investors can shelter $10M+ from federal tax entirely.
Optimize your business across S-Corps, C-Corps, and holding entities to minimize self-employment tax and access the 21% corporate rate.
Machine learning models match client profiles to the highest-impact strategies from our database of 435+ federal tax strategies.
The most comprehensive database of IRS-recognized tax strategies — continuously updated and validated by our team of tax professionals.
White-labeled dashboard for wealth advisors, CPAs, and tax attorneys to manage client engagements and track strategy implementation.
Every recommended strategy comes with IRS-ready compliance documentation, authority citations, and implementation checklists.
Generate, sign, and deliver strategy engagement letters and implementation documents — all within the platform.
Bank-grade encryption protects sensitive financial data. SOC 2 Type II certified with full audit trails and role-based access controls.
Simple, transparent pricing for every practice
High-net-worth individuals and business owners with $250K+ in annual federal tax liability
Move beyond compliance into proactive strategy — identify opportunities your clients don't know exist
Add proactive tax strategy to your AUM practice — deepen client relationships and reduce tax drag
RoboTax is built as a B2B2C platform — we don't go around your advisors, we empower them. Our platform gives wealth managers, CPAs, and tax attorneys the tools to deliver institutional-grade tax strategy intelligence directly to their high-net-worth clients.
Add proactive tax strategy to your AUM practice. Deepen client relationships and reduce tax drag on portfolio returns.
Move beyond compliance into proactive strategy. Identify planning opportunities your clients don't know exist.
IRS-substantiated strategies with full compliance documentation. Reduce risk exposure while maximizing client outcomes.
Designed for high-liability taxpayers, delivered through their trusted advisors, RoboTax