Tax Intake Agent
Builds the structural picture — entities, ownership, elections — that every downstream planning module depends on.
- Tax
- Formation — Business Formation & Entity Selection
- Tax STAR
- 12 AI Agents
- Gathers returns, entities, and documents into one structured planning file.
- 01
Collects returns, K-1s, entity documents, and ownership records.
- 02
Maps the current entity and ownership structure with elections in force.
- 03
Flags structural issues worth revisiting before planning begins.
- Prior-year returns and K-1s
- Entity and ownership documents
- Client goals and expected changes
- A structured planning file
- An entity and ownership map
- Initial structural observations
Part of Tax STAR.
Business Formation & Entity Selection
Get structure right at the start — and revisit it as the business changes rather than after it becomes expensive.
A 12-module Tax Operating System that turns episodic tax planning into an ongoing advisory process.
Explore The SystemPlanning Opportunity Agent
Scans client data against your playbook and surfaces planning ideas.
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.