Workspace

Adaptive fact intake and rationale trail

Client workflow

The interview adapts to the taxpayer instead of forcing a generic checklist

Each answer controls which branches open next, why the question matters, and what evidence the advisor should gather before any scenario or recommendation is treated as reliable.

Completion

36%

4 of 11 visible questions answered

Entity compensation and QBIRental activity and documentationMulti-state residency review

Tax year

Which tax year are you planning for right now?

Captured

Taxpayer identity

Which taxpayer profile best matches this case?

Captured

Filing posture

What filing status and household structure will govern the return?

Next up

Income architecture

Which income sources are actually in play for this year?

Captured

Entity structure

Which legal or tax entity structure drives the active business income?

Dependents and credits

Which household support facts or dependent-related costs apply?

Jurisdiction

What state-residency or multi-state filing complexity exists?

Captured

Expense substantiation

Is there a home office or workspace used regularly and exclusively for business?

Expense substantiation

Does the case involve business or rental vehicle use that could affect deductions?

Real estate

What kind of rental activity exists in the current fact pattern?

Assets and depreciation

Were material business or rental assets purchased, placed in service, or planned for year-end?

LLM-assisted intake support

Suggested clarifying prompts stay bounded by the deterministic interview

These prompts are generated only to deepen facts. They do not decide eligibility or override the rules engine.

Planning output

Baseline filed as facts currently stand

This baseline keeps the current facts largely unchanged. It is useful as the control case because every other scenario can be compared back to this posture before recommendations are accepted.

$0

Optimized current-year execution

This scenario focuses on the most valuable current-year moves that still look supportable under the active rule set. It creates the largest modeled savings, but it assumes the records and timing discipline are actually completed.

$21,300

Conservative filing posture

This scenario keeps the strongest-supported positions and intentionally leaves aggressive moves on the table. It is designed for fact patterns where evidence is still incomplete or state-side sensitivity remains high.

$10,300

Next-year architecture planning

This scenario is less about immediate filing adjustments and more about structural choices that benefit from lead time. It works best when the client wants a quarter-by-quarter plan rather than a year-end scramble.

$14,300

Governance

Rebalance compensation and entity distributions to preserve QBI efficiency

The current fact pattern suggests the taxpayer may preserve more qualified business income by revisiting wage and distribution mix before year-end closes.

Accelerate eligible equipment purchases only when business-use evidence is complete

Immediate expensing may improve the current-year result, but the rule path requires strong business-use support and listed-property discipline.