Tax planning
Find tax savings with AI speed and advisor control.
Start from an uploaded return or build from your own planning inputs. Review and edit the numbers, compare scenarios, go deeper with AI, and create a tax report your clients will actually understand.
AI extraction
Manual edits
Scenario comparison
Client reports
From return to recommendation
1
Extract return data
Pull key tax details from an uploaded return or document.
2
Review and edit inputs
Change assumptions, override imported values, and keep the math reviewable.
3
Compare scenarios
Test Roth conversions, gain timing, withholding changes, and other planning moves.
4
Run the client report
Turn the analysis into a clear report with takeaways clients can follow.
Deterministic calculator
A true tax calculator you can edit and control.
Kerdora gives advisors a real tax calculator underneath the AI. Review every input, change assumptions, override imported values, and see how the tax result changes before anything reaches a client.
Editable inputs · manual overrides · source-line review · deterministic calculations
Client tax report
A tax report your clients will actually understand.
Turn technical tax analysis into a clear report that explains what changed, why it matters, and which planning moves are worth discussing.
Plain-language takeaways · scenario impact · advisor notes · client export
Advisor analysis
Analysis tools for advisor-level depth.
Go deeper than the report with the tax details advisors need: rates, brackets, deductions, credits, payments, surtaxes, thresholds, and scenario drivers.
Bracket analysis · marginal rates · payment review · deduction and credit detail
Ask Dora
A tax planner in Dora to help you go deeper.
Ask questions about the current scenario, understand what changed, identify review items, and explore tax-saving opportunities without leaving the plan.
Scenario context · review questions · tax savings prompts · connected client data
Planning opportunities
Proactive insights surfaced for you.
Kerdora surfaces tax planning opportunities from the return, calculator inputs, and scenario results so advisors can spot savings before the next client meeting.
Roth conversion room · estimated payment gaps · gain timing · deduction opportunities
Tax depth
Income and wages
W-2 wages, RSUs, NQSOs, deferred comp, self-employment.
Investments and gains
Qualified dividends, capital gains, loss carryovers, NIIT.
Retirement distributions
IRA distributions, Roth conversions, Form 8606, QCDs.
Deductions
SALT, mortgage interest, charitable, HSA, QBI.
Credits and benefits
Education, care credits, energy, foreign tax, marketplace.
Payments and thresholds
Withholding, estimates, safe harbor, IRMAA.
“This is the most useful software I’ve used in my 30-year career.”
Nate Clark · Envision Retirement Solutions
See tax planning in action.
Upload a return, compare scenarios, and create a tax report clients can actually understand.
Schedule demo