Every return has opportunities in it. Find them, and put a dollar figure on them.
Deterministic calculator
A deterministic calculator you can edit and control.
There's a real tax calculator underneath the AI that allows you to review and change every input.
Client tax report
A tax report written specifically for clients.
Most tax reports are just summaries. Our tax report is built to explain each section so your clients truly understand their taxes.
Advisor analysis
Analysis workspace built for advisors.
While our tax report is built for clients, we built an advisor analysis workspace that goes into the level of detail you need.
Ask Dora
Use Dora for deeper analysis.
Dora can explain returns, identify opportunities, and draft scenarios to compare.
Planning opportunities
Proactive insights surfaced for you.
We automatically surface tax planning opportunities from the return, calculator inputs, and scenario results.
Tax planning depth
Depth for real planning, not just simple wages.
Kerdora covers the planning details that drive tax-saving conversations across income, investments, retirement distributions, deductions, credits, payments, surtaxes, and scenario comparisons.
Edit every input
Filing status, income, adjustments, deductions, QBI, credits, and payments. Override anything.
Real calculations
Federal, state, FICA, NIIT, and credits, deterministic and inspectable.
Safe harbor
Withholding and estimated payments against what the year actually requires.
Real income, not just wages
RSUs, NQSOs, deferred compensation, and self-employment.
Investment income
Dividends, gains, losses, carryovers, and net investment income tax.
Retirement inputs
Roth conversions, QCDs, withholding, and basis as planning inputs.
Deductions & credits
SALT, mortgage interest, charitable, HSA, QBI, education, care, and energy.
Client report
A client-ready writeup, a 1040 form view, and the source details behind the numbers.
Tax Planning FAQ
See tax planning in action.
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