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TAX PLANNING

Corvee Tax Planning Software for Tax Advisors

Our tax planning software is the first of its kind to offer multi-entity planning, with strategies at the federal and state level to help save your clients money. Whether you’re an accountant, financial advisor or tax attorney, the Corvee platform is your comprehensive solution to help you do tax planning right.

TAX PLANNING

Corvee Tax Planning Software for Tax Advisors

Corvee Tax Planning Software for Tax Advisors

Our tax planning software is the first of its kind to offer multi-entity planning, with strategies at the federal and state level to help save your clients money. Whether you’re an accountant, financial advisor or tax attorney, the Corvee platform is your comprehensive solution to help you do tax planning right.

Our tax planning software is the first of its kind to offer multi-entity planning, with strategies at the federal and state level to help save your clients money. Whether you’re an accountant, financial advisor or tax attorney, the Corvee platform is your comprehensive solution to help you do tax planning right.

The Knowledge of Over 1,500 Strategies in 52 Jurisdictions

Corvee tax planner software calculates estimated tax savings at the federal and state level for over 1,500 strategies. Corvee’s smart questionnaires help you recommend the strategies specific to each of your clients. Every strategy includes a transparent calculation, detailed information and requirements with IRS and court case references. 

With the click of a button, you can generate a professional deliverable to show clients your value as a tax advisor.

The Knowledge of Over 1,500
Strategies in 52 Jurisdictions

The Knowledge of Over 1,500 Strategies in 52 Jurisdictions

Corvee tax planner software calculates estimated tax savings at the federal and
state level for over 1,500 strategies. Corvee’s smart questionnaires help you
recommend the strategies specific to each of your clients. Every strategy includes a
transparent calculation, detailed information and requirements with IRS and court
case references.

Corvee tax planner software calculates estimated tax savings at the federal and state level for over 1,500 strategies. Corvee’s smart questionnaires help you recommend the strategies specific to each of your clients. Every strategy includes a transparent calculation, detailed information and requirements with IRS and court case references.

With the click of a button, you can generate a professional deliverable to show
clients your value as a tax advisor.

With the click of a button, you can generate a professional deliverable to show clients your value as a tax advisor.

Our team of tax planning experts has
scoured the tax code for the most common
and effective tax planning strategies for:

Our team of tax planning experts has scoured the tax code for the
most common and effective tax planning strategies for:

Our team of tax planning experts has scoured the tax code for the most common and effective tax planning strategies for:

  • Maximizing deductions 
  • Legal entity structures 
  • Retirement planning 
  • Insurance and asset protection
  • Tax Cuts and Jobs Act (TCJA) 
  • Families First Coronavirus Response Act (FFCRA)
  • Coronavirus Aid, Relief, and Economic Security Act (CARES)
  • Niche-specific strategies 
  • Advanced strategies 
  • International asset and gift freeze
  • Tax-advantaged wealth management
  • Exit and capital gains 
  • Current law vs. proposed tax policy

  • Maximizing deductions 
  • Legal entity structures 
  • Retirement planning 
  • Insurance and asset protection
  • Tax Cuts and Jobs Act (TCJA)
  • Families First Coronavirus Response Act (FFCRA)
  • Coronavirus Aid, Relief, and Economic Security Act (CARES)
  • Niche-specific strategies 
  • Advanced strategies
  • International asset and gift freeze
  • Tax-advantaged wealth management
  • Exit and capital gains 
  • Current law vs. proposed tax policy

Plan Fast With Return Scanning & Smart Questionnaires

Gathering client data for over a thousand strategies would be difficult without Corvee’s smart questionnaires and tax return scanning. Our scanning technology makes it easy to scan a client’s tax return to gather their prior year tax information.

Then, finish your tax plan by collecting additional data in a smart questionnaire. Our questionnaires react to client inputs, delving deeper when needed while omitting unnecessary questions. 

Plan Fast with Return Scanning & Smart Questionnaires

Plan Fast With Return Scanning
& Smart Questionnaires

Plan Fast With Return Scanning & Smart Questionnaires

Gathering client data for over a thousand strategies would be difficult without
Corvee’s smart questionnaires and tax return scanning. Our scanning technology
makes it easy to scan a client’s tax return to gather their prior year tax information.

Gathering client data for over a thousand strategies would be difficult without Corvee’s smart questionnaires and tax return scanning. Our scanning technology makes it easy to scan a client’s tax return to gather their prior year tax information.

Then, finish your tax plan by collecting additional data in a smart questionnaire. Our
questionnaires react to client inputs, delving deeper when needed while omitting
unnecessary questions.

Then, finish your tax plan by collecting additional data in a smart questionnaire. Our questionnaires react to client inputs, delving deeper when needed while omitting unnecessary questions.

Plan Fast with Return Scanning & Smart Questionnaires
Adjust Your Tax Calculation for Accuracy Based on Hundreds of Form Inputs

Adjust Your Tax Calculation for Accuracy Based on Hundreds of Form Inputs

While most tax preparation and planning tools perform only one calculation, Corvee tax planner software uses six calculations for maximum accuracy. 

Analyze prior year, current year and future year tax scenarios before and after applying tax planning across federal, state and local tax forms. 

Better yet, Corvee allows you to see how a change in one entity affects other entities, making it the first multi-entity tax planning software available.

Adjust Your Tax
Calculation for Accuracy
Based on Hundreds of
Form Inputs

Adjust Your Tax Calculation for Accuracy Based on Hundreds of Form Inputs

While most tax preparation and planning tools perform only one calculation, Corvee
tax planner software uses six calculations for maximum accuracy.

While most tax preparation and planning tools perform only one calculation, Corvee tax planner software uses six calculations for maximum accuracy.

Analyze prior year, current year and future year tax scenarios before and after
applying tax planning across federal, state and local tax forms.

Analyze prior year, current year and future year tax scenarios before and after applying tax planning across federal, state and local tax forms.

Better yet, Corvee allows you to see how a change in one entity affects other
entities, making it the first multi-entity tax planning software available.

Better yet, Corvee allows you to see how a change in one entity affects other entities, making it the first multi-entity tax planning software available.

Adjust Your Tax Calculation for Accuracy Based on Hundreds of Form Inputs

The First of Its Kind Entity Optimization

Most entity optimization tools perform basic calculations that only show possible savings if you were to implement an S corporation structure. Corvee tax planning software shows you what your client’s business would look like if every field in every form switched to another entity for any planning year.  

Whether it’s an entity election or a reorganization, tax planning for entity selection will never be the same.

The First of Its Kind
Entity Optimization

The First of Its Kind Entity Optimization

Most entity optimization tools perform basic calculations that only show possible
savings if you were to implement an S corporation structure. Corvee tax planning
software shows you what your client’s business would look like if every field in every
form switched to another entity for any planning year.

Most entity optimization tools perform basic calculations that only show possible savings if you were to implement an S corporation structure. Corvee tax planning software shows you what your client’s business would look like if every field in every form switched to another entity for any planning year.

Whether it’s an entity election or a reorganization, tax planning for entity selection
will never be the same.

Whether it’s an entity election or a reorganization, tax planning for entity selection will never be the same.

Create Professional Tax Proposals & Plans for Your Clients

Create Professional Tax Proposals & Plans for Your Clients

Corvee tax planner software for accountants compiles your customized tax planning strategy and recommendations into a custom-branded, ready-to-send PDF file that contains the following:

  • Cover page
  • Table of contents
  • Customizable strategy letter
  • Prior year estimated overpayment (optional)
  • Current year estimated savings
  • Future year estimated savings
  • Detailed list of strategies with supporting documents
  • Estimated savings per strategy

Create Professional Tax
Proposals & Plans for
Your Clients

Create Professional Tax Proposals & Plans for Your Clients

Corvee tax planner software for accountants compiles your customized tax planning
strategy and recommendations into a custom-branded, ready-to-send PDF file that
contains the following:

Corvee tax planner software for accountants compiles your customized tax planning strategy and recommendations into a custom-branded, ready-to-send PDF file that contains the following:

  • Cover page
  • Table of contents
  • Customizable strategy letter
  • Prior year estimated overpayment (optional)
  • Current year estimated savings
  • Future year estimated savings
  • Detailed list of strategies with supporting documents
  • Estimated savings per strategy
Create Professional Tax Proposals & Plans for Your Clients

Be Confident in Your Tax Plans With Dedicated Support Resources

Corvee is built by certified public accountants, tax
attorneys, enrolled agents, and other industry experts.
Our team researches strategies, then creates the content,
calculations and software you need to provide your clients
with the best tax planning experience possible.

Our team of experts provides support through:

  • In-app help and knowledge base
  • Live chat
  • Email support
  • Phone support
  • Facebook community
  • Daily Q&A with tax experts
  • A dedicated client success manager

Our team is here to give you the confidence you need to make tax planning decisions.

Be Confident in Your Tax
Plans With Dedicated
Support Resources

Be Confident in Your Tax Plans With Dedicated Support Resources

Corvee is built by certified public accountants, tax attorneys, enrolled agents, and
other industry experts. Our team researches strategies, then creates the content,
calculations and software you need to provide your clients with the best tax
planning experience possible.

Corvee is built by certified public accountants, tax attorneys, enrolled agents, and other industry experts. Our team researches strategies, then creates the content, calculations and software you need to provide your clients with the best tax planning experience possible.

Our team of experts provides support through:

  • In-app help and knowledge base
  • Live chat
  • Email support
  • Phone support
  • Facebook community
  • Daily Q&A with tax experts
  • A dedicated client success manager
  • In-app help and knowledge base
  • Live chat
  • Email support
  • Phone support
  • Facebook community
  • Daily Q&A with tax experts
  • A dedicated client success manager

Our team is here to give you the confidence you
need to make tax planning decisions.

Our team is here to give you the confidence you need to make tax planning decisions.

Our Clients Say It Best

Join 10,000+ customers who are
already saving money in taxes.

Our Clients Say It Best

Our Clients
Say It Best

Join 10,000+ customers who are already saving money in taxes.

Learn How You Can Offer Tax Planning

Grow your firm with Corvee
tax planning software.

Grow your firm with Corvee
tax planning software.

Learn How You Can
Offer Tax Planning

Learn How You Can Offer Tax Planning

Grow your firm with Corvee tax planning software.

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Schedule a Free Test Drive with Q&A

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Test Drive with Q&A

Let us show you how you could save your clients thousands of dollars and make tax planning easier than ever with Corvee.

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