100+
strategies at launch
NEW: Tax Planning Strategies
Move Beyond 3 Strategies. Surface 100+
AI-powered tax planning built on IRS-sourced Verified Financials — not client-uploaded returns. Hard-coded math, zero hallucinations, and a complete view of every client household.
HOW IT WORKS
No uploads. No friction. Just verified data.
One-Click Client Consent
Send a link. The client logs in with ID.me. No uploads, no forms — done in under 60 seconds.
IRS Data Retrieved Directly
TaxStatus pulls what the client reported and what the IRS received from third parties — across the entire financial household.
Strategies Surface Automatically
Advice.ai evaluates 100+ strategies against the verified dataset — with eligibility, savings estimates, implementation steps, and IRS code references.
WHAT YOU GET
From insight to implementation
Full Eligibility Breakdown
Eligible, potentially eligible, or not — with the specific criteria explained for each strategy provided.
Adjustable Calculations
Change any variable and strategies recalculate instantly. Model real-time scenarios with clients.
Direct IRS Code References
Every strategy links to applicable tax code sections, required forms, and documentation. No guesswork.
Step-by-Step Implementation
Client discussion questions, documentation checklists, and legislative updates — ready to act, not just identify.
Full Household Coverage
LLCs, S-Corps, partnerships, trusts, and estates — every entity, every interaction with the client's tax picture.
Always Updated
Strategies refresh as new IRS data arrives. As a client's picture evolves, so do their opportunities.
500+
on the roadmap
1,000 hrs
of analysis per household
10 yrs
of IRS data retrieved
Strategies across the full spectrum
- SEP IRA & Solo 401(k) Contributions
- Roth Conversions & Backdoor Roth
- 529 to Roth IRA Rollovers
- Email Campaigns
- Donor-Advised Funds & QCDs
- Augusta Rule (Section 280A)
- 1031 Like-Kind Exchanges
- Qualified Opportunity Zone Investments
- Conservation Easements
- GRATs & Estate Planning Vehicles
- Cryptocurrency Tax Loss Harvesting
- ABLE Accounts
- Business Entity Structuring
"There's a big difference between intelligence and knowledge. You can be extremely intelligent and completely uninformed. AI has the intelligence, but without complete, verified data, it doesn't have the knowledge it needs to surface proper opportunities."
Kevin Knull, CFP®
CEO, TaxStatus & Co-Founder, Advice.ai