What the Tool Does

  • Identifies the most relevant strategies based on filing status, income, and residency.

  • Quickly estimates federal & state tax liabilities.

  • Highlights potential tax savings from SmartCap-approved strategies.

  • Calculates the after-tax value of your income and investment potential.

Submit a request to

start saving on taxes

and building your wealth

How it Helps You

  • Streamlines planning conversations without needing to be a tax expert.

  • Allows you to proactively start tax planning conversations with your CPA before year-end deadlines.

  • Helps you retain more of your income by investing redirected tax dollars to create wealth.

  • Use this tool to help stop overpaying in taxes and start compounding wealth you would’ve otherwise lost.