Learn TaxOptix
Training videos
Short walkthroughs of the TaxOptix platform — from your first intake to a full five-year tax strategy. Each video has its own link you can share.
SECURE 2.0 qualified plan credits
How to submit an 8881 intake, verify plan records, upload census data, and claim startup-cost and employer-contribution credits.
Financial analysis & tax optimizer
How to upload a tax return, review identified strategies, and map a five-year plan with credits, plan funding, QBI, and cash yield.