Make smarter tax decisions with comprehensive reports
Access detailed tax analytics, strategy documentation, and implementation guidance in one place—transform complex tax data into actionable intelligence that saves you thousands to millions in taxes.
Save on your individual and businesses taxes
Complete tax management from planning to filing—find savings, track strategies, and optimize your entire tax experience.
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Analyze tax opportunities
Transform raw tax data into visual insights that help you identify your best tax-saving opportunities across all entities.
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Implement tax savings
Track implementation progress, calculate actual savings, and maintain audit-ready records for every strategy.
Quarterly Tax Reports
Calculate accurate quarterly tax payments that reflect all implemented strategies, eliminating guesswork and optimizing cash flow throughout the year.
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Annual Tax Filing Reports
See exactly how each strategy reduced your final tax liability, with full implementation details and savings calculations ready for your return.
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Tax strategy without documentation isn't strategy—it's risk
Generate comprehensive tax reports
Every tax decision deserves proper documentation. Instead system automatically creates detailed reports for each entity and strategy, calculating potential and realized savings while providing implementation guidance tailored to your situation.
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Leverage data-driven tax intelligence
Move beyond generic tax advice with reports that analyze your specific tax profile across individuals and businesses. Each report includes eligibility verification, potential savings calculations, and strategy-specific IRS references.
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Maintain audit-ready documentation
Never worry about substantiating your tax positions again. Our reports include all necessary citations, calculations, and implementation records—providing peace of mind and protection in case of an audit.
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Visual reports to help you decide and save
Tax Return Analysis Reports
Potential savings: $34,700-$181,720
Identify missed opportunities across 150+ tax strategies
Customized recommendations based on your unique tax profile
Automatically scan for eligibility across all entities
Updated with latest IRS regulations
Tax Plan Reports
Track implementation: $45,700 in realized savings
Monitor progress across all entities and strategies
Real-time savings calculations based on implementation
Comprehensive documentation for each implemented strategy
Step-by-step implementation guidance
Strategy-Specific Reports
Detailed strategy overviews with eligibility criteria
Complete IRS citation documentation (IRC, regulations, case law)
Implementation checklists and progress tracking
Actual vs. potential savings calculations
Supporting documentation management
Quarterly Tax Reports
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Calculate savings — Reduce each quarterly payment
Project tax obligations with implemented strategies
Compare before vs. after strategy payment amounts
Generate accurate payment vouchers for each entity
Optimize cash flow while maintaining compliance
Track estimated payment history for complete records
Annual Tax Filing Reports
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Verify savings — See final tax reduction achieved
Document all implemented strategies for your return
Provide strategy-specific substantiation for filing
Compare year-over-year strategy effectiveness
Create audit-ready documentation for every position
Identify opportunities for next year's tax planning
Documentation that pays for itself many times over
The average Instead user saves over $25,000 in taxes annually. With complete documentation of every strategy, implementation step, and calculation, your tax savings are both maximized and protected. For just $16/mo, you'll have a complete record of every tax decision you make.
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