Every quarter you face the same challenge: mapping tax scenarios while coordinating with your CPA. Calculate your complete tax strategy in seconds, with every scenario mapped, so you discuss options with your CPA instead of starting from scratch.
Most growing businesses overpay their taxes every year. Not because of bad accountants, but because nobody is actively watching the tax code in real time. Tax Planning AI monitors legislative changes and surfaces deductions specific to your entity structure and revenue model, automatically, all year long. Try it free for a week.
Most growing businesses overpay every year, not because of bad accountants, but because nobody is actively watching the tax code in real time.
Four steps, mostly self serve. Your CPA stays in the loop on the moves that matter.
Link QuickBooks, Xero, or a CSV export. The model ingests your last 24 months of activity in under ten minutes.
Confirm your structure, state, payroll setup, and major asset categories. Five questions, no accountant required.
Receive a ranked list of deductions, entity moves, and quarterly estimate adjustments, scored by dollar impact and effort.
Export the memo, your accountant signs off, and the always-on monitoring picks up from there. New alerts arrive weekly.
Four buyer profiles where always on tax monitoring pays for itself in the first quarter.
Three things, well. No dashboards you will not open, no AI chat for the sake of it.
The model watches federal and state legislative changes the day they pass, scores them against your books, and tells you what to do before the window closes.
Deductions are filtered by your structure (LLC, S-Corp, C-Corp, sole prop) and revenue model, so you never see suggestions that do not apply to you.
Every scenario exports as a clean memo your accountant can act on, so you keep the human relationship and add the always-on layer underneath.
Connect your books, run a free scan, and see what you have been leaving on the table. If we cannot surface at least one actionable deduction in the first 30 days, you do not pay.
Run a free scanThe Wishdeal Factory scores every idea against 10 Adoptability axes, separate from raw quality. Here are the numbers we surface for this one.
shippable in 4 to 6 weeks. Year-1 ARR mid-case around $108K (estimate). Investment to production around $32K. probability of meaningful success around 16%, by Fermi heuristics.
Everything on this page. The brand, the score, the Fermi math, the audio pitch.
ICP, MVP scope, first 7 build tasks, 30/60/90 launch plan, GTM, email drip, LinkedIn message, objections, risk memo.
Unlock dossierDossier plus the working code starter, brand assets, copy library, and outreach pack.
See adopt scopeHire the team that built this to install, customize, and run launch with you.
See scope