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One System From Return to Verified Result
TaxVeriq is built around how tax professionals actually plan: understand the client, find what is worth doing, model it properly, decide, present, implement and verify.
- Fact
- Rule
- Model
- Advisor
- Plan
- Evidence
Client
Jordan Brooks
2026 planning year · synthetic
7
Opportunities
3
Modeled
2
Needs info
- Fact
- Rule
- Model
- Advisor
- Plan
- Evidence
Illustration only. Synthetic values shown to describe the workflow — no client information.
Tax profile
The Client, Structured
Income, businesses, compensation, real estate, retirement, entities, states and planning assumptions live in one profile — with filed history visibly separate from current-year projections.
Synthetic example. Last year's return informs the plan. It does not silently become this year's assumption.
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.
Opportunities
Prioritized, Not Cataloged
Each opportunity carries a clear state so your team knows exactly what to do next.
Whole-plan modeling
Stop Adding Strategy Savings Together
A retirement contribution can affect QBI. An S corporation election can affect compensation, payroll taxes, retirement contributions and the rest of the plan. Tax strategies interact. TaxVeriq models the combined scenario instead of blindly summing individual tax-savings estimates.
Strategy A
Modeled alone
Strategy B
Modeled alone
Baseline projection
$103,851
Combined plan
$83,526
Modeled reduction
$20,325
Planning funding
$54,500
Selected strategies are modeled together in one scenario, so overlapping effects, offsetting interactions and downstream consequences are reflected in the plan the client actually sees. Synthetic values.
Because tax strategies interact, your plan should be modeled as a plan — not as a stack of savings estimates.
Verification
Planning Should End With Evidence, Not Assumptions
A recommendation is not a result. TaxVeriq carries each approved strategy through implementation and year-end closeout, so the engagement finishes with a record of what was actually done.
Planning recommendation
Advisor-approved strategy with modeled impact and assumptions.
Implementation evidence
Owner, due date, supporting documentation and completion record.
- Verified
Year-end result
What actually occurred, compared against what was planned.
Synthetic example. The verified state appears only once evidence and result requirements are satisfied.
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