Unparalleled Capabilities
As a TaxWealth Alliance member, you gain elite access to a smarter, more efficient approach to helping your clients minimize their taxes and protect their wealth. Our program empowers direct and related tax professionals with unique strategies, tools, AI-based technology, and expert support so you can simultaneously leverage the tax code to optimize client returns and increase your practice revenue.
Partner Portal and Dashboard
The Alliance portal is the central hub where professionals can refer, track, and engage on deals, interact with TaxWealth’s experts, and access unique features such as the TaxWealth AI and Tax Analysis Engine.
Strategy Access
Provides personalized financial and tax strategies. Users can explore and apply recommended strategies to optimize tax savings and wealth management.
TaxWealth AI
An AI-driven chat tool that analyzes user data to offer insights and recommendations for improving financial planning. Input your financial details to receive tailored suggestions.
Deal Registration and Tracking
Tailored financial and tax strategies that minimize tax burdens and increase wealth creation and protection. When you identify a client who could benefit from these strategies, simply register the deal and track its progress in real-time through your dashboard.
Tax Analysis Wizard
A step-by-step guide for analyzing tax liabilities and potential deductions. Follow the prompts to input tax-related information for a comprehensive analysis.
Expert Access and Support
Allows users to book a consultation with a TaxWealth expert. Select a date and time to connect with a specialist for personalized advice. Offers access to help resources, including FAQs and customer support contact options. Use this section to resolve any technical or account-related issues.
Exclusive Community of Tax Professionals
A forum for connecting with other users to discuss tax strategies, financial planning, and common challenges. Join conversations or ask questions within the community.
TaxWealthU (Coming Soon!)
Ongoing education portal with unique content to help advance your tax knowledge and earn continuing education credits.
Learn More or Apply Now!
TaxWealth offers multiple options to help you advance your business. Learn more or apply now!