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Innovation-Driven
Tax Solutions

TaxWealth strategically protects wealth by reducing or eliminating unnecessary income and capital gains tax through experience-driven, AI-assisted tax solutions that leverage hidden economic incentives in the tax code.

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Leverage the Tax Code

Congress has enacted laws that provide significant tax incentives to stimulate economic activity, but these opportunities often remain hidden within the intricacies of the tax code.

TaxWealth is a tax analysis and solutions research firm that combines decades of experience and client success with AI-driven technology and an extensive network of hand-picked tax professionals to continuously discover, validate, curate, and execute unique strategies that leverage these hidden opportunities in the tax code.

When harnessed, our robust, tax code compliant catalog of strategies for past, present, or future tax scenarios enables our partners and clients to significantly reduce or even eliminate income and capital gains taxes.

Services
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Grow Your Practice

As a partner, TaxWealth empowers CPA/EAs, attorneys and other financial, real estate & business brokerage professionals with cutting-edge strategies, tools, and technology and acts as your firms execution partner.  We help you add strategic tax planning, without the overhead, to your practice with minimal learning curve and maximum impact for your clients.

  • Strategy Access: Access a continuously curated library of powerful tax strategies and supporting education materials (data sheets, slides, etc.).
  • Referral Submission and Tracking: Submit referrals for TaxWealth strategies, with attractive commission splits, and track their progress in our partner portal.
  • Partner Portal: One-stop location for members to access all materials, information, tools, more as well as register and track referrals.
  • TaxWealth AI: Powerful AI chat that provides instant answers on the US tax code, affiliated law, TaxWealth strategies, tax planning and more.
  • Analysis Engine: Advanced, client-specific tax planning comparison report compares multiple strategies to find the best solution in less than a minute.
  • TaxWealth Professional Community: Fulfill your continuing education requirements and expand your knowledge base.
  • TaxWealthU: Fulfill your continuing education requirements and expand your knowledge base. (Coming soon)

Join our partnership programs – TaxWealth Network, TaxWealth Alliance, and TaxWealth Accelerator – to elevate your practice, increase client value and retention, and drive growth. Discover how TaxWealth can transform your practice!

Partnerships
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Case Studies

TaxWealth’s innovative, IRS-compliant strategies create the right solution for any tax challenge enabling you to maximize the bottom line by leveraging US tax law.

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