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Fill in the client profile and run the analysis
Our AI audits 401(k)s, Roth eligibility, 100+ tax vehicles, and every HNW strategy used by billionaires
NOT TAX ADVICE. The Tax Alpha Engine is an educational and informational tool designed exclusively to help licensed financial professionals identify potential tax planning opportunities for discussion with their clients and the clients' qualified tax advisors. This tool does NOT constitute tax advice, legal advice, accounting advice, or a guarantee of any tax savings whatsoever.
NO PROFESSIONAL RELATIONSHIP. Use of this tool does not create a client-advisor, attorney-client, or CPA-client relationship between the user, their clients, and FieldBuilder.ai, FamilyGuard360, Integrity Marketing Group, or any affiliated entities, partners, officers, or agents. All strategies, estimates, and recommendations are generated by artificial intelligence and represent general educational information about tax planning concepts available under the Internal Revenue Code.
CLIENT RESPONSIBILITY. It is the sole responsibility of the client and their qualified CPA, enrolled agent, or tax attorney to evaluate the feasibility, legality, and appropriateness of any strategy presented. Tax laws are complex, subject to frequent change, and vary by jurisdiction. Individual results will vary based on specific circumstances not captured by this tool.
LIMITATION OF LIABILITY. Under no circumstances shall FieldBuilder.ai, FamilyGuard360, its parent companies, subsidiaries, affiliates, partners, officers, directors, employees, agents, or licensors be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising from the use of or reliance on information provided by this tool. This includes, without limitation, any penalties, interest, or additional taxes assessed by the IRS or any state tax authority.
COMPLIANCE. All strategies referenced are based on current interpretations of the Internal Revenue Code and Treasury Regulations. Some strategies may be subject to IRS scrutiny, audit risk, or future legislative changes. Users acknowledge that aggressive tax planning carries inherent risk and agree to hold harmless all parties associated with this platform. By using this tool, you agree to our Terms of Use, Professional Disclaimer, and Privacy Policy.
Find hidden tax savings before your first meeting.
Client StrategyUse before any planning conversation with a client earning $150K+, business owners, or dual-income households. The output gives you a concrete dollar figure of potential savings that justifies the entire planning conversation.
Enter the client's filing status, gross income, W-2, business, and investment income.
Add their current tax burden and retirement contributions.
Optionally note recent life events (marriage, business sale, inheritance) in the context field.
Click Analyze Tax Alpha — the AI evaluates 12+ optimization strategies.
Review the estimated savings range and top strategies identified.
Export via Copy or Print/PDF for your client file.
Run this before the first meeting and open with: 'I found $X in potential tax savings in your profile — let me show you.'
The output is not a CPA opinion. Position yourself as the implementation partner for insurance-based strategies.
Pair with Needs Analysis Turbo™ after the tax conversation to capture the full financial picture.
Compliance Note
Tax analysis outputs are illustrative estimates based on publicly available IRS guidelines. They do not constitute tax advice. Never represent these figures as guaranteed outcomes.