Professional
Tax Planning
Intelligence

From tax return to tax strategy.

1040.guru helps tax professionals identify opportunities, analyze alternatives, quantify the economic impact, and produce client-ready recommendations — with transparency and support.

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1. Client Information
2. Current Situation
3. Planning Scenarios
4. Results
5. Client Report

S Corporation Analysis

Compare your client’s options and quantify the impact.

Current
(Schedule C)
S Corporation
(Modeled)
Total Tax
$72,480
$56,210
After-Tax Income
$142,520
$158,790
Modeled Difference
$16,270
Key Insight
See the numbers, assumptions, and reasoning behind the modeled result.
Better
analysis.
Better
advice.
The profession is changing

Clients expect more than a tax return.

Demand is moving beyond compliance toward proactive tax planning and advisory work. The opportunity is substantial — and the technology gap is still very real.

See the industry evidence →
74%

of respondents say clients strongly want additional financial advice.

Thomson Reuters, 2026 source
82%

of surveyed firms said tax strategy was already part of their service portfolio.

Thomson Reuters, 2025 source
93%

said they did not use other technology to review returns for planning opportunities.

Journal of Accountancy, 2026 source

Identify
Opportunities

Uncover strategies tailored to each client’s unique situation.

Analyze
Alternatives

Compare scenarios with real numbers, not guesswork.

Quantify
Economic Impact

See the full picture — taxes, cash flow, and longer-term effects.

Support
Your Judgment

Transparent assumptions, calculations, authority, and review.

Deliver
Client-Ready Results

Polished reports and defensible workpapers in minutes.

Built for real-world planning

Professional tax planning that shows its work.

1040.guru combines sophisticated analysis with complete transparency — so you can explain the “why” behind every recommendation. Your judgment. Our technology. A stronger conversation with every client.

See how it works →
1040.guru

Tax Planning Analysis
Client Report
Projected modeled benefit
$16,270
Professional Workpaper
Start your way

Start with your clients.
Or start with a question.

Run a complete analysis for a client, or explore a planning idea. Either way, you’ll get real answers, with real numbers.

Popular planning opportunities

Schedule C → S Corporation

Analyze entity conversion and reasonable compensation implications.

Reasonable Compensation

Develop a supportable compensation analysis with transparent assumptions.

More Planning Areas

1040.guru is designed for a broad range of individual and business tax planning opportunities.

Explore all planning tools →
A more valuable conversation

Better analysis. Better advice.

Give your clients more than a tax return. Give them a plan.

Built for tax professionals who want sophisticated planning without sacrificing transparency, professional judgment, or defensibility.