Tax practice · TaxStrategy Studio
TaxStrategy Studio
A desktop planning engine for tax professionals that turns a client's facts into an optimised strategy plan with defensible numbers and presentation-ready deliverables, entirely on-device.
Assumption shown: client qualifies · estimates, not advice
The problem
Strategy proposals are often built on flat "deduction times rate" guesses. The numbers move between runs, the interactions with QBI, phase-outs, AMT and payroll are missed, and the client sees a figure nobody can defend.
What it does
TaxStrategy Studio recomputes the whole return for every strategy and every combination, against a deterministic baseline. It carries a risk-rated catalogue of strategies, including the ones a professional must recognise and refuse, and it produces the assessment, proposal and implementation plan on the firm's letterhead. Client data never leaves the machine.
Capabilities
What it does, specifically.
Full-return recomputation
Each strategy's benefit is baseline minus mutated return, so QBI, phase-out, AMT and payroll interactions are captured, not guessed.
Deterministic engine
Federal brackets, capital-gains stacking, QBI, AMT, NIIT, self-employment tax and credits, current through the 2025 to 2028 provisions, plus graduated, flat and no-tax states.
Risk-rated catalogue
Hundreds of strategies rated one to five, with a do-not-use section for IRS-listed and abusive schemes that the engine will never recommend.
Auto-model
One click assembles the best combination for the facts and sizes each strategy from the data.
Multi-year and look-back
Missed strategies, amendment deadlines and claw-backs across years.
Document ingestion
W-2, 1099, K-1, Schedules C and E and prior returns, with local OCR and field-level provenance.
Advisory pricing
A value-based fee layer with the client's return on the engagement shown plainly.
Branded deliverables
Assessment, proposal and implementation plan as PDF and PowerPoint, plus an annual implementation tracker.
Controls
Built in, not bolted on.
- Encrypted local database, key in the OS keychain
- Nothing leaves the machine to function
- Assumptions shown next to every figure
- Deferral never counted as permanent saving
- Credits modelled at non-refundable value
Tauri 2 shell · React and TypeScript · Python engine sidecar · encrypted SQLite
macOS and Windows
What we do not claim
- It is a planning tool, not a return preparer, and it does not e-file.
- All outputs are estimates; strategies model full potential assuming the client qualifies, and the assumption is shown.
- Partner firms and client engagements are not named.
Status: v0.7 · in practice use. We would rather you heard it here.
Where it stands
Phases, stated plainly.
- Federal enginecomplete
- Strategy cataloguecomplete
- Deliverables & pricingcomplete
- Document ingestioncomplete
- More states, deterministicin progress
- Multi-seat practicenext
Next step for tax practices.
A working session on your own kind of client, on your machine, with nothing leaving it.
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