TaxVeriq

How it works

Return → Tax Profile → Opportunities → Model → Plan → Present → Implement → Verify

The full TaxVeriq walkthrough, stage by stage. Every stage produces something the next stage can use — and a record of what was decided.

  1. Fact
  2. Rule
  3. Model
  4. Advisor
  5. Plan
  6. Evidence
Deterministic modelingAdvisor controlledWhole-plan analysisFirm-scoped accessImplementation trackingResult verification

The path

How Information Moves Through TaxVeriq

  1. Understand

    Returns and client facts become one structured tax profile.

  2. Identify

    Relevant planning decisions surface, with what is still missing.

  3. Model

    Strategies are modeled with tax-aware logic, alone and together.

  4. Plan

    The advisor decides what belongs in the plan, and why.

  5. Present

    A client-ready planning experience with documented decisions.

  6. Implement

    Approved work gets owners, dates, evidence and status.

  7. Verify

    Planned, implemented and actual compared at year-end.

  1. Understand

    Upload & Understand

    Upload prior returns and organize the information that matters into a structured tax profile. Return intelligence, historical facts, current-year planning facts, documents and intake all feed one picture of the client.

    • Return intelligence
    • Historical facts kept separate
    • Documents and intake in one place
    TaxVeriq · Tax profileIllustrative
    AreaHistorical (filed)Current-year
    IncomeW-2 + Schedule CProjectedCurrent-year
    Businesses1 activeConfirmedCurrent-year
    CompensationOwner drawUnder reviewIn review
    Real estate1 rentalConfirmedCurrent-year
    RetirementNone recordedNeeds informationNeeds info
    StatesSingle stateConfirmedCurrent-year
    EntitiesSole proprietorUnder reviewIn review
    Planning assumptions—Advisor enteredCurrent-year

    Synthetic example. Last year's return informs the plan. It does not silently become this year's assumption.

  2. Identify

    Find Opportunities

    TaxVeriq evaluates the strategy library against the client's actual circumstances and surfaces the planning decisions that deserve advisor attention — along with the information still missing.

    • Relevant opportunities
    • Missing information
    • Eligibility questions
    • Items needing review
    TaxVeriq · OpportunitiesIllustrative

    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.

  3. Model

    Model the Impact

    Model strategies with tax-aware calculation logic. Because tax strategies interact, your plan should be modeled as a plan — not as a stack of independent savings estimates.

    • Deterministic modeling
    • Assumptions kept explicit
    • Combined scenario modeling

    Stage output

    Model produces a recorded result the next stage builds on — assumptions, decisions and evidence stay attached to the work.

  4. Plan

    Build the Plan

    The advisor reviews the modeling and decides what belongs in the client's plan, with rationale, modeled impact, supporting tax authority, assumptions and next steps recorded alongside each strategy.

    • Advisor selection
    • Supporting authority
    • Documented assumptions

    Stage output

    Plan produces a recorded result the next stage builds on — assumptions, decisions and evidence stay attached to the work.

  5. Present

    Present

    Turn the analysis into a client-ready planning experience: clear recommendations, scenario comparison, the advisor-selected plan and a record of what was decided.

    • Client-ready presentation
    • Scenario comparison
    • Documented decisions

    Stage output

    Present produces a recorded result the next stage builds on — assumptions, decisions and evidence stay attached to the work.

  6. Implement

    Implement

    Approved strategies become actionable work with owners, due dates, supporting documentation and implementation status you can actually track.

    • Owners and due dates
    • Evidence and documentation
    • Implementation status

    Stage output

    Implement produces a recorded result the next stage builds on — assumptions, decisions and evidence stay attached to the work.

  7. Verify

    Verify

    Close the loop. Compare what was planned, what was implemented and what actually occurred, so the engagement ends with evidence rather than assumptions.

    • Planned vs implemented
    • Recorded outcomes
    • Year-end closeout

    Stage output

    Verify produces a recorded result the next stage builds on — assumptions, decisions and evidence stay attached to the work.

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.

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  1. Fact
  2. Rule
  3. Model
  4. Advisor
  5. Plan
  6. Evidence