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
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
2026 Tax Planning Summary
Ready to share
Estimated savings
$12,945
Projected tax
$84,210
Planning moves to discuss
Roth conversion window
$8.1k
Charitable bunching
$3.4k
Estimated payment gap
Review
Advisor note: explain tradeoffs before approving.
Client preview
Plain-language takeaways
Savings
$12.9k
Shareable
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
Use Dora for deeper analysis.
Ask Dora to explain the scenario, identify what drove the results, flag items that need review, and draft the next planning move.
Scenario questions · Change drivers · Review items · Next planning move
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 planning depth
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