Your Tax Intelligence Report
Your score. Your opportunities. Your next move.
Your Tax Readiness Score
6 of 10 available strategies reflected in your 2025 return.
Strategy coverage for that tax year.Your next move
Start with your retirement options.
For 2026, ask Lucy to help you explore whether a solo 401(k) fits your business.
Why this comes first
Who works for your business affects which retirement plans are available. Confirm that first, then have your tax professional review the options and contribution limits.
Opportunities worth a closer look
Example topics for 2026 planning. These are separate from your 2025 return score.
Retirement contributions
Eligible contributions may reduce taxable income while building retirement savings.
What to do next: Confirm who works for your business, then compare plan options.
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Your tax professional reviews plan eligibility, compensation, other retirement plans and contribution limits before calculating the tax impact.
Home office
A qualifying workspace may support a business deduction.
What to do next: Confirm how you use the space and gather its expenses.
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The use of the space and the available records determine whether a deduction is supported and which method to compare.
Business mileage
Business trips may support a deduction when properly documented.
What to do next: Gather your mileage records for your tax professional.
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Keep the trip date, business purpose and miles. Your tax professional reviews which trips qualify and the appropriate expense method.
Reviewing your 2025 return
Your tax professional reviews any supported opportunities for the filed year before deciding whether a change to that return is appropriate.
Your next three moves
- Confirm whether you have employees.
- Gather your workspace and mileage records.
- Share this report with your tax professional.
Ready for your tax pro
Your report, opportunities and questions in one place. Preview the professional version and choose what to share.
Pro Package adds tracker records for expenses, mileage and property hours, with an Excel download.
Illustrative format. Your score and opportunities depend on your return and confirmed facts. Your tax professional reviews what applies.