We built the platform that makes comprehensive tax optimization accessible to every business owner with significant tax liability.
The tax code contains over 70,000 pages. Within those pages are hundreds of legal strategies that can dramatically reduce what you owe. The problem? Most CPAs only use a handful of them.
We built RoboTax to change that. Our platform systematically analyzes every applicable strategy against your financial situation, ensuring nothing gets missed.
We're not here to replace your CPA. We're here to make them more effective.
Former litigator turned tax strategist. Leads business development and partner relationships.
Architect of the RoboTax platform. Designs the systems that power our analysis engine.
Ensures every strategy meets rigorous legal standards. Leads the AuditArmor™ initiative.
Oversees client delivery from M2 through implementation. Coordinates between advisors and CPAs.
Leads strategy analysis and recommendation engine. Deep expertise in IRC code applications.
Builds the infrastructure powering RoboTax. Integrates CRM, automation, and client systems.
Our database covers the full spectrum of IRS-validated tax strategies, from common deductions to sophisticated planning techniques.
Every strategy passes through our 4-gate compliance engine before it reaches you. If it can't survive scrutiny, it's blocked.
We work with your existing advisors, providing them with the analysis and documentation they need to execute with confidence.
Every strategy comes with complete documentation requirements, so you're prepared if questions ever arise.
Start with a Tax Analysis Meeting. Find out exactly where you're leaving money on the table.
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