Planning Opportunity Agent
Makes opportunity identification systematic instead of dependent on which partner happens to look.
- Tax
- Operations — Operational Tax Planning
- Tax STAR
- 12 AI Agents
- Scans client data against your playbook and surfaces planning ideas.
- 01
Runs the client's data against your full planning playbook.
- 02
Ranks candidate opportunities by estimated benefit and effort.
- 03
Documents why each opportunity applies to this client.
- Structured client tax file
- Your planning playbook and criteria
- Current-year activity and projections
- A ranked opportunity list
- Estimated benefit per item
- Supporting rationale for review
Part of Tax STAR.
Operational Tax Planning
Continuous planning around the transactions and decisions the business makes every year.
A 12-module Tax Operating System that turns episodic tax planning into an ongoing advisory process.
Explore The SystemTax Intake Agent
Gathers returns, entities, and documents into one structured planning file.
Agent DetailScenario Modeling Agent
Runs multi-year and entity-structure scenarios for advisor review.
Agent DetailDeliverable Drafting Agent
Produces first-draft planning reports and client-ready summaries.
Agent DetailNotice & Compliance Agent
Tracks filings, deadlines, and notices so nothing slips through.
Agent DetailQuarterly Review Agent
Prepares recurring check-in packages that keep advisory fees in place.
Agent DetailOwner Comp Agent
Owner Compensation Strategy.
Agent DetailMethods Agent
Accounting Method Optimization.
Agent DetailCredits Agent
Tax Credits & Incentives.
Agent DetailHuman Capital Agent
Human Capital Tax Strategy.
Agent DetailProtection Agent
Asset Protection & Risk Structuring.
Agent DetailPost-Sale Agent
Post-Sale Wealth Management.
Agent Detail
Deploy This Agent Inside Your Firm.
We install it in your workflow, with your standards and your review points.