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MULTI-ENTITY TAX PLANNING

Lower Taxes With
Multi-Entity Tax Planning

Corvee’s platform gives you an unprecedented view your clients’ taxes for every entity, in every jurisdiction, along with taxes owed and tax savings for both current and future years, visible in one multi-entity consolidated tax calculation. With this complete view of a client’s tax scenario, tax management is easier than ever.

MULTI-ENTITY TAX PLANNING

Lower Taxes With
Multi-Entity Tax Planning

Lower Taxes With
Multi-Entity Tax Planning

Corvee’s platform gives you an unprecedented view of your clients’ taxes for every entity, in every jurisdiction, along with taxes owed and tax savings for both current and future years, visible in one multi-entity consolidated tax calculation. With this complete view of a client’s tax scenario, tax management is easier than ever.

Corvee’s platform gives you an unprecedented view of your clients’ taxes for every entity, in every jurisdiction, along with taxes owed and tax savings for both current and future years, visible in one multi-entity consolidated tax calculation. With this complete view of a client’s tax scenario, tax management is easier than ever.

Get a Full View of a Client’s Tax
Scenario, Not Just One Form at a Time

Get a Full View of a Client’s
Tax Scenario, Not Just One
Form at a Time

Get a Full View of a Client’s Tax Scenario, Not Just One Form at a Time

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.

Get a Full View of a Client’s Tax Scenario, Not Just One Form at a Time

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.

Get a Full View of a Client’s Tax Scenario, Not Just One Form at a Time
Get a Full View of a Client’s Tax Scenario, Not Just One Form at a Time

Income Optimization for Tax Management

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.

Income Optimization for Tax Management

Income Optimization for
Tax Management

Income Optimization for Tax Management

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.

Income Optimization for Tax Management

Form Inputs to Build the Full 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.

Form Inputs to Build the Full Scenario

Form Inputs to Build
the Full Scenario

Form Inputs to Build
the Full 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.

Form Inputs to Build the Full Scenario
Uniform Questionnaire

Uniform Questionnaire

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.

Uniform Questionnaire

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.

Uniform Questionnaire

Supported Entities and Jurisdictions for Tax Plans

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:

  • C Corporation
  • S Corporation
  • Partnership
  • Schedule C
  • Schedule E
  • Schedule F
  • Farm Rental
  • Individual

Supported Entities and
Jurisdictions for Tax Plans

Supported Entities and Jurisdictions for Tax Plans

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:

  • C Corporation
  • S Corporation
  • Partnership
  • Schedule C
  • Schedule E
  • Schedule F
  • Farm Rental
  • Individual
  • C Corporation
  • S Corporation
  • Partnership
  • Schedule C
  • Schedule E
  • Schedule F
  • Farm Rental
  • Individual

First-Ever Entity Comparison 

First-Ever Entity Comparison 

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.

First-ever Entity Comparison 

Our Clients Say It Best

Hear from tax firm owners who are
proactively saving their clients
thousands per year in taxes.

Our Clients Say It Best

Our Clients
Say It Best

Hear from tax firm
owners who are
proactively saving their
clients thousands per
year in taxes.

Hear from tax firm owners who are
proactively saving their clients thousands per
year in taxes.

Create Tax Plans Across Entities With Corvee

Let us show you how today.

Create Tax Plans
Across Entities
With Corvee

Create Tax Plans Across Entities With Corvee

Let us show you
how today.

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Schedule a Free Test Drive with Q&A

Schedule a Free
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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