Advisor starts from the tax return – not a blank chat box. It uses verified income, carryovers, multi-state exposure, rentals, and entity structure to build strategies you can stand behind.
Advisor surfaces opportunities the moment a return is completed. No setup, no configuration, and no late-night spreadsheet marathons.
Every strategy includes supporting numbers, assumptions, and citations back to the return and underlying documents. No black boxes, no leaps of faith.
Advisor makes advisory a built-in outcome of every return - not a one-off project. The insights are already done, structured, and client-ready, so you can package, price, and deliver advisory consistently.
Filed doesn’t just OCR characters; it understands relationships. It ingests the full return, source documents, and even reviewer notes to build a “Context Graph” of the client’s financial life—including carryovers, depreciation schedules, and multi-state nexus.
We don’t ask one LLM to guess. We deploy a specialized swarm:
• Research Agents scan current code updates.
• Strategy Agents evaluate 80+ opportunities.
• Quantitative Agents run the projections.
• Risk Agents check guardrails (AMT, NIIT, IRMAA).
Most AI gives you a black box. Filed gives you the math and the source. Every insight is hyper-linked to the specific client document or tax form line item. You verify the AI’s work just like you would a junior associate’s.
Don’t let the data die in the return. Filed automatically packages findings into client-ready pitch decks, timelines, and service proposals. Turn a compliance filing into a $5k advisory engagement.
Simulate future changes instantly without spreadsheets. Toggle income levels, change entity structures, or simulate a property sale. Advisor quantifies the tax impact over 1, 3, 5, or 10 years immediately.
Don’t just find savings, sell them. One click generates a polished presentation outlining the problem, the strategy, and the ROI.
Advisor checks for second-order effects human reviewers miss. Does that Roth conversion trigger IRMAA? Does it hit NIIT thresholds? We check the interactions.
Radical transparency. You never have to “trust” the AI. Click any number to see the exact calculation logic, the specific line item from the source document, and the authoritative citation.
