Deliverables / Tax planning Pro
Upload their tax documents. Get a plan they can follow.
Hand Vega the 1040, the W-2s, the K-1s, whatever the client has. It reads them, computes the strategies against current IRS figures, and writes them up in language the client understands.
From their documents to a write-up you can send
Start with their tax documents
A 1040, W-2s, K-1s, 1099s, whatever they actually have. Vega reads income, filing status, deductions, and carryovers straight off the documents, so there is no form to fill in first.
Real math, not a model guessing
Brackets, phase-outs, and thresholds run through purpose-built calculations against official IRS figures. The model writes the explanation. It never invents the number.
Plain language, not tax code
Strategies are explained in terms of what the client pays, keeps, and has to do, without the section numbers.
Branded and ready to send
Export to PDF or Word in one click, with your firm identity applied to every page.
See Vega in action
Experience how Vega automates your daily workflows. Start your free trial or book a personalized demo.