Services

Tax analysis your clients can see

For CPA firms, enrolled agents and wealth advisors. You keep the client relationship and the advice; we build the walkthroughs, memos and visuals that make it land.

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

Return walkthroughs

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

Planning packages

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

Training & tools

Who we work with

Tax professionals

  • Explaining a finished return to a client who wants to understand it
  • A planning memo for a case too complex for a quick email
  • Visuals for the client meeting after filing season

Wealth & financial advisors

  • Understanding a new client’s return before the first review
  • Showing the tax side of a sale, conversion or gift
  • Coordinating with the client’s preparer on one shared picture

We work alongside your preparer

TaxVisual does not prepare returns. 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.

How an engagement works

  1. Send the case

    A short call to scope it. The return or the facts then come through a secure file portal — never by email.

  2. 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.

  3. You deliver it

    Under your firm’s name: a link your client can open, and a PDF for the file.

Engagement terms

  • Pricing is quoted per engagement, after a short scoping call.
  • Confidentiality. Each engagement is covered by a written agreement. Client documents travel only through a secure file portal.
  • Responsibility. Analysis is delivered to you, the engaging professional. You remain responsible for the advice to your client.

Start with one case

A single walkthrough is the easiest way to see whether this works for your clients.

Start an enquiry