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FEDERAL TAX PLANNING

Save Money on Federal Taxes

Corvee analyzes your specific tax scenario against our database of federal tax planning strategies to produce a customized plan with estimated tax savings.

FEDERAL TAX PLANNING

Save Money on Federal Taxes

Save Money on Federal Taxes

Corvee analyzes your specific tax scenario against our database of federal tax planning strategies to produce a customized plan with estimated tax savings.

Corvee analyzes your specific tax scenario against our database of federal tax planning strategies to produce a customized plan with estimated tax savings.

Calculate Federal Taxes

Calculate
Federal Taxes

Calculate Federal Taxes

Estimate taxes owed

Choose
Federal Strategies

Choose
Federal Strategies

Choose Federal Strategies

Specific to each scenario

Save
Money on Taxes

Save
Money on Taxes

Save Money on Taxes

Choose strategies to save

Calculate and Project Tax Before the Year Is Over

Corvee uses a combination of smart questionnaires, scanned tax returns and first-party data to calculate estimated taxes for current and future years.

Our team of tax experts continually updates our software with current and proposed tax law, allowing insight into how business decisions affect quarterly payments and final taxes due.

Calculate and Project Tax Before the Year Is Over

Calculate and Project Tax
Before the Year Is Over

Calculate and Project Tax Before the Year Is Over

Corvee uses a combination of smart questionnaires, scanned tax returns and first-
party data to calculate estimated taxes for current and future years.

Corvee uses a combination of smart questionnaires, scanned tax returns and first-party data to calculate estimated taxes for current and future years.

Our team of tax experts continually updates our software with current and proposed
tax law, allowing insight into how business decisions affect quarterly payments and
final taxes due.

Our team of tax experts continually updates our software with current and proposed tax law, allowing insight into how business decisions affect quarterly payments and final taxes due.

Calculate and Project Tax Before the Year Is Over

Tax Planning Strategies to Save Money on Taxes

Our solutions include tax planning strategies designed to achieve lower taxes based on your client’s situation and current law. Each strategy includes a calculation of your estimated tax savings and detailed information explaining the strategy, as well as IRS and court case references. We’ve scoured the tax code for the most effective tax planning strategies. Examples include:

Tax Planning Strategies
to Save Money on Taxes

Tax Planning Strategies to Save Money on Taxes

Our solutions include tax planning strategies designed to achieve lower taxes based
on your client’s situation and current law. Each strategy includes a calculation of
your estimated tax savings and detailed information explaining the strategy, as well
as IRS and court case references. We’ve scoured the tax code for the most effective
tax planning strategies. Examples include:

Our solutions include tax planning strategies designed to achieve lower taxes based on your client’s situation and current law. Each strategy includes a calculation of your estimated tax savings and detailed information explaining the strategy, as well as IRS and court case references. We’ve scoured the tax code for the most effective tax planning strategies. Examples include:

  • Maximize deductions
  • Legal entity structure
  • Retirement planning
  • Insurance and asset protection
  • Niche-specific strategies
  • Advanced strategies
  • Tax Cuts and Jobs Act (TJCA)
  • Families First Coronavirus Response Act (FFCRA)
  • Coronavirus Aid, Relief, and Economic Security Act (CARES)
  • International asset and gift freeze
  • Tax-advantaged wealth management
  • Exit and capital gains
  • Current law vs. Biden’s tax proposals
  • Maximize deductions
  • Legal entity structure
  • Retirement planning
  • Insurance and asset protection
  • Niche-specific strategies
  • Advanced strategies
  • Tax Cuts and Jobs Act (TJCA)
  • Families First Coronavirus Response Act (FFCRA)
  • Coronavirus Aid, Relief, and Economic Security Act (CARES)
  • International asset and gift freeze
  • Tax-advantaged wealth management
  • Exit and capital gains
  • Current law vs. Biden’s tax proposals

Reports and Diagnostics to Understand Tax Decisions

Almost every change in income and expenses means a change in the taxes your client owes. Our tax return diagnostics reporting can help you understand how business decisions affect taxes and take action with your clients.

Reports and Diagnostics to Understand Tax Decisions

Reports and Diagnostics to
Understand Tax Decisions

Reports and Diagnostics to Understand Tax Decisions

Almost every change in income and expenses means a change in the taxes your
client owes. Our tax return diagnostics reporting can help you understand how
business decisions affect taxes and take action with your clients.

Almost every change in income and expenses means a change in the taxes your client owes. Our tax return diagnostics reporting can help you understand how business decisions affect taxes and take action with your clients.

Reports and Diagnostics to Understand Tax Decisions
Collect Data in Personalized, User-friendly Questionnaires

Collect Data in Personalized, User-friendly Questionnaires

No one likes filling out long forms. Smart forms gather the information you need — without wasting time collecting information you don’t.

Corvee’s questionnaires react to your inputs, delving deeper when needed to maximize tax savings while omitting unnecessary questions.

Whether your client owns multiple properties or businesses or undergoes a significant life change, such as selling a home, having kids or getting married, our questionnaires will gather the necessary inputs to calculate the tax implications and uncover strategies to help lower taxes.

Collect Data in Personalized,
User-friendly Questionnaires

Collect Data in Personalized, User-friendly Questionnaires

No one likes filling out long forms. Smart forms gather the information you need —
without wasting time collecting information you don’t.

No one likes filling out long forms. Smart forms gather the information you need — without wasting time collecting information you don’t.

Corvee’s questionnaires react to your inputs, delving deeper when needed to
maximize tax savings while omitting unnecessary questions.

Corvee’s questionnaires react to your inputs, delving deeper when needed to maximize tax savings while omitting unnecessary questions.

Whether your client owns multiple properties or businesses or undergoes a
significant life change, such as selling a home, having kids or getting married, our
questionnaires will gather the necessary inputs to calculate the tax implications and
uncover strategies to help lower taxes.

Whether your client owns multiple properties or businesses or undergoes a significant life change, such as selling a home, having kids or getting married, our questionnaires will gather the necessary inputs to calculate the tax implications and uncover strategies to help lower taxes.

Collect Data in Personalized, User-friendly Questionnaires

Compare Compensation Scenarios to Save More

Shifting income is one of the most common ways to significantly change taxes owed. We’ll show how each type of income is taxed, what shifts you can make, deductions available to lower income and credits to reduce taxes owed across:

Compare Compensation
Scenarios to Save More

Compare Compensation Scenarios to Save More

Shifting income is one of the most common ways to significantly change taxes owed.
We’ll show how each type of income is taxed, what shifts you can make, deductions
available to lower income and credits to reduce taxes owed across:

Shifting income is one of the most common ways to significantly change taxes owed. We’ll show how each type of income is taxed, what shifts you can make, deductions available to lower income and credits to reduce taxes owed across:

Compare Compensation Scenarios to save More
  • Wages and salaries
  • Dividends and interest
  • Gain from the sale of property
  • Stocks and bonds
  • Stock options
  • Pension 
  • Annuity distributions
  • Traditional IRA distributions
  • Rental income
  • Business income
  • Partnership and S corporation income
  • Royalties
  • And dozens of other income types
Support to Gain Confidence in Your Tax Planning Decisions

Support to Gain Confidence in Your Tax Planning Decisions

Corvee is built by certified public accountants, tax attorneys, enrolled agents and industry experts. Our team is available through:

  • In-app help & knowledge base
  • Live chat 
  • Email support 
  • Phone support
  • Facebook community
  • Daily Q&A with Tax Experts
  • A dedicated client success manager
  • Wages and salaries
  • Dividends and interest
  • Gain from the sale of property
  • Stocks and bonds
  • Stock options
  • Pension 
  • Annuity distributions
  • Traditional IRA distributions
  • Rental income
  • Business income
  • Partnership and S corporation income
  • Royalties
  • And dozens of other income types
  • Wages and salaries
  • Dividends and interest
  • Gain from the sale of property
  • Stocks and bonds
  • Stock options
  • Pension 
  • Annuity distributions
  • Traditional IRA distributions
  • Rental income
  • Business income
  • Partnership and S corporation income
  • Royalties
  • And dozens of other income types

Support to Gain Confidence in
Your Tax Planning Decisions

Support to Gain Confidence in Your Tax Planning Decisions

Corvee is built by certified public accountants, tax attorneys, enrolled agents and
industry experts. Our team is available through:

Corvee is built by certified public accountants, tax attorneys, enrolled agents and industry experts. Our team is available through:

  • In-app help & knowledge base
  • Live chat 
  • Email support 
  • Phone support
  • Facebook community
  • Daily Q&A with Tax Experts
  • A dedicated client success manager
  • In-app help & knowledge base
  • Live chat 
  • Email support 
  • Phone support
  • Facebook community
  • Daily Q&A with Tax Experts
  • A dedicated client success manager
Support to Gain Confidence in Your 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.

Ready to Save Clients Money on Taxes?

Get started with federal tax planning software now.

Ready to Save
Clients Money on
Taxes?

Ready to Save Clients Money on Taxes?

Get started with federal tax
planning software now.

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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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