Financial Advisor Tax Planning Software

Financial advising should start with reducing the amount your clients owe in taxes. The more money they save, the more they have to invest.

With Corvee, you can analyze your client’s tax scenario, create customized recommendations and export client-ready plans that could save your clients thousands of dollars in minutes. The best part is you don’t need tax planning expertise—the software does the calculations for you and helps you learn tax planning along the way.

Financial Advisor Tax Planning

Not an accountant or CPA? We have already scoured the tax code so you don’t have to. Our tax planning software gives financial advisors all of the most common and effective tax 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. Biden’s tax proposals

Maximize 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. Biden’s tax proposals

Tax Planning Could Be Your Next Client Acquisition Strategy

Corvee tax planning software for financial advisors helps you save clients tens to hundreds of thousands of dollars in taxes every single year. With tax rates and policies continuing to increase the amount of taxes many people could owe, there is no shortage of businesses and individuals looking for legal ways to pay less money to the IRS. Financial advisors who specialize in tax planning will be in great demand.

How Tax Planning Software for Financial Advisors Works

Our financial advisor tax planning software formulates a tax savings calculation in minutes, enabling you to be the complete financial expert your clients seek. Send out our smart questionnaires to easily gather tax planning information from clients about themselves and each business entity they own. These questionnaires help you get every single data point you need from clients to determine prior year estimated overpayment, as well as current year and future year savings. The vast majority of CPAs don’t offer this, so it is a great way to grow your client base as a financial advisor.

Compare Strategies Using Current Tax Law Versus New Proposals

Tax laws change frequently, so we allow you to compare strategies using current tax law versus tax proposals. This gives you the information you need to build the best, most comprehensive tax plans possible.

Tax Planning Transparency

Our tax software allows you to see exactly how each tax planning strategy is calculated, plus it gives you the ability to adjust your final inputs. If all that weren’t enough, financial advisors can select which strategies they want to recommend in their final tax plan. You’ll be able to easily calculate deductions, credits, phase-outs, tax rates and savings per strategy and entity!

Financial advisor tax planning software on a laptop

Looking for a New Way to Grow Your Client Base as a Financial Advisor? Go Beyond Your Competitors With Tax Planning

Go Above and Beyond Your Competitors by Creating Professional Tax Plans

Gain clients as a financial advisor by offering a service many other firms neglect: tax planning. Corvee tax planning software for financial advisors compiles your customized tax planning strategy and recommendations into a ready-to-send PDF file that contains the following:

Cover page
Table of contents
Customizable strategy letter
Current year estimated savings
Future year estimated savings
Detailed listing of strategies with supporting documents
Estimated savings per strategy

These custom tax plans will benefit both your clients and your firm. Find your niche market with Corvee tax planning software for financial advisors.

Haven’t Done Tax Planning Before?
No Problem.

If you haven’t been helping your financial advising clients save money on taxes—or you have been but are not getting paid for it—our tax planning software is for you. It not only allows you to create tax plans in minutes, but it also helps educate you on tax planning strategies and how to apply them to your clients. You can also estimate how much you can save a client in taxes and recommend investment and insurance products as tax planning strategies. Tax planning has proven to be a key client acquisition strategy for many financial advising firms.

Drive Revenue Growth With Tax Planning Software

Financial Advisor Tax Planning Software