Features
Everything the Planning Lifecycle Actually Needs
TaxVeriq is built for the work tax professionals already do — structured, modeled and verifiable instead of scattered across tools.
- Fact
- Rule
- Model
- Advisor
- Plan
- Evidence
Intelligence
Return Intelligence
Upload prior returns and organize the information for advisor review. Approved historical facts become planning context without silently becoming current-year assumptions.
Structured Tax Profile
Filing status, income, businesses, compensation, retirement, real estate, investments, entities, states and planning assumptions in one working profile.
Opportunity Intelligence
The strategy library is evaluated against the client's facts, so advisors see the decisions that matter and the information still missing.
Strategy Library
Planning concepts connected to eligibility considerations, required information, modeling and supporting tax authority.
Prioritized for advisor attention
5 surfaced- Entity structure reviewModeledIn advisor review
- Business retirement planReady to ReviewComparison prepared
- Accountable planNeeds Information2 questions open
- Vehicle & mileageNeeds InformationCurrent-year facts
- Home officeIn PlanAdvisor selected
Synthetic example. Prioritization, not a strategy catalog.
Modeling
Individual Strategy Modeling
Deterministic, tax-aware modeling of a single strategy, with assumptions recorded separately from client facts.
Whole-Plan Modeling
Selected strategies are modeled together in one scenario so interactions are reflected instead of summed.
Scenario Comparison
Compare modeled scenarios side by side before the advisor commits to a plan.
Advisory
Advisor Review
Nothing enters the plan without advisor judgment. Assumptions, rationale and authority stay attached.
Tax Plan
The advisor selects what belongs in the plan. Rationale, modeled impact, supporting tax authority, assumptions and next steps travel with each strategy.
Client Presentation
Turn the analysis into a client-ready planning experience with clear recommendations, scenario comparison and documented decisions.
Execution
Implementation Workflow
Approved strategies become tracked work with owners, due dates, documentation and status.
Evidence
Supporting documentation is captured against the strategy it belongs to, not scattered across email.
Result Verification
Compare what was planned with what was implemented and what actually occurred at year-end closeout.
Practice
Clients
A working roster with planning status, assignments and the next action for each client.
Documents & Meetings
Keep supporting documents, intake responses and planning meetings connected to the engagement they belong to.
Firm Workspaces
Firm membership, advisor roles, client assignments, firm-level settings and a client portal, inside each firm's own authorized environment.
Planning areas
Specialized Planning Coverage
The strategy library connects planning concepts with eligibility considerations, required information, modeling and supporting tax authority. It does not claim to contain every possible strategy.
Business Owner Planning
Entity considerations, owner compensation, retirement plans, business expenses and other owner-level planning opportunities.
Real Estate
Rental activity, depreciation, property transactions and real-estate-specific planning considerations.
Healthcare Professionals
High-income compensation, side business activity, retirement planning and complex income structures.
Athletes & NIL
NIL income, business activity, multi-state duty-day issues and specialized athlete planning.
Retirement Planning
Compare retirement plan alternatives for the client's situation and model the tax impact of each.
S Corporation Planning
Model Schedule C versus S corporation considerations, including compensation assumptions and interactions with the rest of the plan.
QBI (§199A)
Evaluate qualified business income considerations as part of the broader tax model rather than in isolation.
Business Expenses
Evaluate expense categories and deduction treatment once, without double counting the same economic benefit.
Founding advisor beta
Bring Tax Intelligence Into Your Advisory Practice
TaxVeriq is preparing for a controlled advisor beta with tax professionals and firms. Tell us about your practice and we will follow up about fit and timing.
- Fact
- Rule
- Model
- Advisor
- Plan
- Evidence