Evaluating one form at a time doesn’t give you a full view of a client’s tax scenario — or allow you to be
an effective tax planner. Whether it is flow-through income changing a client’s marginal rate on a 1040
or capital gains affecting how flow-through income and dividends are taxed, complex
interdependencies are lost in the traditional focus on forms.
Evaluating one form at a time doesn’t give you a full view of a client’s tax scenario —
or allow you to be an effective tax planner. Whether it is flow-through income
changing a client’s marginal rate on a 1040 or capital gains affecting how flow-
through income and dividends are taxed, complex interdependencies are lost in the
traditional focus on forms.
Evaluating one form at a time doesn’t give you a full view of a client’s tax scenario — or allow you to be an effective tax planner. Whether it is flow-through income changing a client’s marginal rate on a 1040 or capital gains affecting how flow-through income and dividends are taxed, complex interdependencies are lost in the traditional focus on forms.
Corvee gives you a holistic view of your client’s tax scenario so you can save them more. Using our proprietary multi-entity consolidated tax calculation, you’ll see taxes and savings across all entities, for any client, with every change in their tax scenario, allowing for more effective tax management than ever before.
Corvee gives you a holistic view of your client’s tax scenario so you can save them
more. Using our proprietary multi-entity consolidated tax calculation, you’ll see taxes
and savings across all entities, for any client, with every change in their tax scenario,
allowing for more effective tax management than ever before.
Corvee gives you a holistic view of your client’s tax scenario so you can save them more. Using our proprietary multi-entity consolidated tax calculation, you’ll see taxes and savings across all entities, for any client, with every change in their tax scenario, allowing for more effective tax management than ever before.
Dividends, W-2 wages, flow-through income, management fees and all other types of income play a significant role in tax plans. Corvee’s multi-entity tax calculation allows you to shift income to different categories, in different entities, in different jurisdictions to achieve an optimal mix of income for each client scenario.
Dividends, W-2 wages, flow-through income, management fees and all other types
of income play a significant role in tax plans. Corvee’s multi-entity tax calculation
allows you to shift income to different categories, in different entities, in different
jurisdictions to achieve an optimal mix of income for each client scenario.
Dividends, W-2 wages, flow-through income, management fees and all other types of income play a significant role in tax plans. Corvee’s multi-entity tax calculation allows you to shift income to different categories, in different entities, in different jurisdictions to achieve an optimal mix of income for each client scenario.
Corvee tax planning software doesn’t just allow you to create tax plans — you can also estimate a client’s final tax return and make the right recommendations to help lower taxes. Corvee supports hundreds of federal, state and local forms, and more are added every day.
Corvee tax planning software doesn’t just allow you to create tax plans — you can
also estimate a client’s final tax return and make the right recommendations to help
lower taxes. Corvee supports hundreds of federal, state and local forms, and more
are added every day.
Corvee tax planning software doesn’t just allow you to create tax plans — you can also estimate a client’s final tax return and make the right recommendations to help lower taxes. Corvee supports hundreds of federal, state and local forms, and more are added every day.
Corvee simplifies the client experience with smart questionnaires. Your client can answer the fewest number of questions for their current entity and see how an entity change would affect their situation and potentially lower taxes in minutes.
Corvee simplifies the client experience with smart questionnaires. Your client can
answer the fewest number of questions for their current entity and see how an entity
change would affect their situation and potentially lower taxes in minutes.
Corvee simplifies the client experience with smart questionnaires. Your client can answer the fewest number of questions for their current entity and see how an entity change would affect their situation and potentially lower taxes in minutes.
Corvee supports federal taxes and 52 state and local jurisdictions. The platform covers corporate income tax, individual income tax, franchise tax and excise tax.
In each of those jurisdictions, we support the following planning entities:
Corvee supports federal taxes and 52 state and local jurisdictions. The platform
covers corporate income tax, individual income tax, franchise tax and excise tax.
Corvee supports federal taxes and 52 state and local jurisdictions. The platform covers corporate income tax, individual income tax, franchise tax and excise tax.
In each of those jurisdictions, we support the following planning entities:
Never before has tax software taken every field from a partnership and translated it
to a C corporation. Or moved every field from a Schedule C to an S corporation. Or
every field from a C corporation to an S corporation, for every supporting form, in
every jurisdiction.
Never before has tax software taken every field from a partnership and translated it to a C corporation. Or moved every field from a Schedule C to an S corporation. Or every field from a C corporation to an S corporation, for every supporting form, in every jurisdiction.
Corvee has created a singular data model across all business entity types to allow you to easily run client scenarios across any entity type when creating a tax plan. With one selection, you’ll see thousands of data points transformed into another entity, so you can make the best recommendation for your clients to help lower taxes.
Corvee has created a singular data model across all business entity types to allow
you to easily run client scenarios across any entity type when creating a tax plan.
With one selection, you’ll see thousands of data points transformed into another
entity, so you can make the best recommendation for your clients to help lower taxes.
Corvee has created a singular data model across all business entity types to allow you to easily run client scenarios across any entity type when creating a tax plan. With one selection, you’ll see thousands of data points transformed into another entity, so you can make the best recommendation for your clients to help lower taxes.
Join 10,000+ customers who are already saving money in taxes.
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