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Professional Tax Planning Intelligence

From tax return to tax strategy.

1040.guru helps tax professionals identify planning opportunities, develop the right facts, compare alternatives, quantify the economic result, and turn professional judgment into clear client recommendations.

Practitioner-firstThe professional remains the decision-maker.
Explicit scopeSupported, bounded, and unresolved issues stay visible.
Professional reviewTechnology supports judgment; it does not silently replace it.
Client   Planning   Reports   Resources
1. Facts
2. Current Position
3. Alternatives
4. Economic Result
5. Recommendation

S Corporation Analysis

Compare the current treatment with a modeled alternative.

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 facts, assumptions, calculations, 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 planning and advisory work. The opportunity is substantial — while the technology and workflow needed to deliver planning consistently are still developing across the profession.

See the industry evidence →
74%

of respondents say clients strongly want additional financial advice.

Thomson Reuters, 2026
82%

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

Thomson Reuters, 2025
93%

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

Journal of Accountancy, 2026
A better path from question to answer

Peer communities are valuable for discovery. They are not tax authority.

Facebook groups, practitioner forums, newsletters, CE discussions, and trusted colleagues often surface the questions tax professionals need to investigate. They can be extraordinarily useful for experience, issue spotting, and practical perspective.

But a planning recommendation should not depend on whether the most confident comment in a thread happens to be correct. 1040.guru is being built around a different standard: practitioner intelligence discovers the question; governing authority establishes the answer.

01Discover

Surface the issue from the client, return, practitioner experience, or professional community.

02Verify

Develop material facts and test the issue against appropriate authority.

03Analyze

Use governed calculations where certified capability exists.

04Decide

Preserve the practitioner’s professional judgment and documented conclusion.

First planning category

Start where the economics get real: Schedule C → S Corporation.

1040.guru begins with one of the most common and consequential business-owner planning questions. But the analysis goes beyond a payroll-tax comparison. It brings Reasonable Compensation, operating costs, supported state effects, implementation costs, and Net Economic Benefit into the same decision.

Explore Schedule C → S Corp
Current treatmentSchedule C
Modeled alternativeS Corporation
CompensationReasonable Compensation
Decision metricNet Economic Benefit
Beyond tax savings

Tax savings are an input. Net Economic Benefit is the target.

A planning strategy can reduce tax while adding payroll, professional fees, state taxes, implementation costs, and ongoing administrative expense. NEB brings those decision-relevant effects together so the practitioner can evaluate what the strategy is actually modeled to produce economically.

Why NEB matters →
Modeled tax benefit
Recurring costs
Implementation costs
±
Other material economic effects
=
Net Economic Benefit

Identify
Opportunities

Uncover issues that deserve planning attention.

Develop
the Facts

Ask only what is material to the decision.

Analyze
Alternatives

Use governed calculations when certified capability exists.

Support
Your Judgment

Keep assumptions, authority, limitations, and review visible.

Deliver
the Plan

Produce a clear client explanation and a defensible workpaper.

Two audiences. One analysis.

Clear for the client. Defensible for the practitioner.

The client needs a concise explanation of the recommendation, economic impact, and next steps. The practitioner needs the deeper record: facts, assumptions, calculations, authority, unresolved items, and professional judgments.

See how it works →
Client Report
Entity Structure Planning AnalysisSample planning household
Modeled tax benefit$9,516
Net Economic Benefit$4,816
Recommendation at a glanceWhat changes, why it may make sense, and what must happen next.
Professional Workpaper
Facts & verificationConfirmed / unresolved
Authority & scopeTraceable
Reasonable CompensationEvidence + judgment
Calculation traceReviewable
Professional decisionAdopt / reject / revise
Start your way

Start with your clients.
Or start with a question.

Run a complete analysis for a client, or bring Navigator the planning question that is in front of you. The level of calculation support is always made clear.

Initial planning capabilities

Schedule C → S Corporation

Analyze entity conversion economics and implementation.

Reasonable Compensation

Develop an evidence-supported professional determination.

Navigator Guidance

Work through questions outside full modules without pretending unsupported capability exists.

A more valuable conversation

Better analysis. Better advice.

Give your clients more than a tax return. Give them a plan — and preserve the professional reasoning behind it.

“Professional tax planning
that shows its work.”