Tax visualization for professionals
Make complex tax cases make sense to your clients
TaxVisual builds return walkthroughs, explorable planning memos and client-ready visuals for CPAs, enrolled agents and wealth advisors — delivered under your name, for your client.
Sample walkthrough · fictional 2025 return
- 1zWagesfrom two Forms W-2102,000
- 8Additional incomeSchedule 1 ← Schedule C62,000
- 11aAdjusted gross income159,620
- 13aQBI deductionForm 899511,524
- 15Taxable income116,596
- 24Total tax22,039
- 35aRefund561
What we build for you
Every number traceable to its source, and every visual ready to put in front of a client.
For CPA firms and advisors
Return walkthroughs
A short recorded walkthrough of a finished return, from Form 1040 down to the documents behind it, with the figures that matter called out. Your client finally sees why the number is what it is.
- 5–10 minute video in your firm’s name
- One-page summary of the key figures
For complex cases
Planning packages
The two or three decisions that matter this year, each worked through as an explorable memo: facts that can be adjusted, analysis that recalculates, and the thresholds where the answer changes.
- Explorable memos with a static PDF for the file
- Visuals ready for the client meeting
For teams
Firm training & custom tools
Sessions built on the same visual models, and custom tools for the case types your firm sees every season.
- Remote or in-person sessions
- Tools that can sit in your own client portal
The explorable tax memo
A memo your client can test. Change a fact and the analysis recalculates — so the conversation is about the decision, not the arithmetic.
- Facts
- The client’s figures as defaults — basis, sale price, holding period, income — each one adjustable.
- Issue
- One plain-language question the memo answers.
- Law
- The governing rules, cited to the Code and regulations, with a diagram of the order they apply in.
- Analysis
- Figures in the text recalculate as the facts change, with a chart beside each step.
- Sensitivity
- Which facts move the answer, and the thresholds where the conclusion flips.
- Conclusion
- The recommendation and the conditions that would change it — plus a static PDF for the file.
Cases where a picture beats a spreadsheet
Each is built on a public model you can open and check.
Investing
- Capital gains stacked on ordinary income
- The 3.8% net investment income tax
- Timing the sale of a concentrated position
Built on Comprehensive Tax Calculation
Retirement & personal planning
- Roth conversions across bracket thresholds
- How much Social Security becomes taxable
- Annuity payments and the exclusion ratio
Estate & gifting
- Selling now vs. holding for a basis step-up
- Gifting appreciated assets
- Charitable gifts against the AGI limits
Business owners
- The QBI deduction and its wage and property limits
- Owner compensation against the QBI deduction
- Self-employment income through the return
Built on QBI Deduction
We work alongside your preparer
TaxVisual does not prepare returns, so we never compete for your client. We make the work you have already done easier to explain.
Advisors whose clients need a preparer can ask us for a suggestion when they get in touch.
How an engagement works
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Send the case
A short call to scope it. The return or the facts then come through a secure file portal — never by email.
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We build it
Walkthrough, memo or visuals, with every figure traced to the return or to a cited rule. You review it before anything reaches your client.
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You deliver it
Under your firm’s name: a link your client can open, and a PDF for the file.
Have a case in mind?
Describe the client situation in a few lines. No client names are needed for a first conversation.