Find tax savings with AI speed and a calculator you control.

Find tax-saving opportunities, compare scenarios, and create client-ready reports from a tax return or plan inputs, all with a calculator you control.

Try It

Book a Demo

Kerdora tax planning interface

Find tax savings with AI speed and a calculator you control.

Find tax-saving opportunities, compare scenarios, and create client-ready reports from a tax return or plan inputs, all with a calculator you control.

Try It

Book a Demo

Kerdora tax planning interface

Find tax savings with AI speed and a calculator you control.

Find tax-saving opportunities, compare scenarios, and create client-ready reports from a tax return or plan inputs, all with a calculator you control.

Try It

Book a Demo

Kerdora tax planning interface

Every return has opportunities in it.
Find them, and put a dollar figure on them.

Every return has opportunities in it. Find them, and put a dollar figure on them.

Every return has opportunities in it. Find them, and put a dollar figure on them.

A deterministic calculator you can edit and control.

Change any tax input, compare scenarios, and see how each adjustment affects a client’s estimated tax.

A deterministic calculator you can edit and control.

A deterministic calculator you can edit and control.

Change any tax input, compare scenarios, and see how each adjustment affects a client’s estimated tax.

A deterministic calculator you can edit and control.

A deterministic calculator you can edit and control.

Change any tax input, compare scenarios, and see how each adjustment affects a client’s estimated tax.

A deterministic calculator you can edit and control.

A tax report written specifically for clients.

Show clients how their estimated tax is calculated, what they may owe, and which planning opportunities deserve discussion.

A tax report written specifically for clients.

A tax report written specifically for clients.

Show clients how their estimated tax is calculated, what they may owe, and which planning opportunities deserve discussion.

A tax report written specifically for clients.

A tax report written specifically for clients.

Show clients how their estimated tax is calculated, what they may owe, and which planning opportunities deserve discussion.

A tax report written specifically for clients.

Analysis workspace built for advisors.

Inspect calculations and assumptions behind each result before sharing a recommendation with a client.

Analysis workspace built for advisors.

Analysis workspace built for advisors.

Inspect calculations and assumptions behind each result before sharing a recommendation with a client.

Analysis workspace built for advisors.

Analysis workspace built for advisors.

Inspect calculations and assumptions behind each result before sharing a recommendation with a client.

Analysis workspace built for advisors.

Use Dora for deeper analysis.

Ask Dora to explain return data, identify planning opportunities, and draft scenarios you can review with a client.

Use Dora for deeper analysis.

Use Dora for deeper analysis.

Ask Dora to explain return data, identify planning opportunities, and draft scenarios you can review with a client.

Use Dora for deeper analysis.

Use Dora for deeper analysis.

Ask Dora to explain return data, identify planning opportunities, and draft scenarios you can review with a client.

Use Dora for deeper analysis.

Proactive insights surfaced for you.

Review opportunities surfaced from return data, calculator inputs, and scenario results so you can decide what deserves action.

Proactive insights surfaced for you.

Proactive insights surfaced for you.

Review opportunities surfaced from return data, calculator inputs, and scenario results so you can decide what deserves action.

Proactive insights surfaced for you.

Proactive insights surfaced for you.

Review opportunities surfaced from return data, calculator inputs, and scenario results so you can decide what deserves action.

Proactive insights surfaced for you.

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.

Common questions about Tax Planning.

Is Kerdora for tax planning or filing?

Kerdora is for tax planning, not filing returns. Start with an uploaded return or client information, then compare scenarios before recommending a change.

How do I check and correct information extracted from a tax return?

See what tax savings you can find for your clients today.

Try It

Book a Demo

See what tax savings you can find for your clients today.

Try It

Book a Demo

See what tax savings you can find for your clients today.

Try It

Book a Demo