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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.
More training
Getting started as an advisor
A walkthrough for advisors: setting up your account, inviting clients, and navigating the TaxOptix advisor dashboard.
Referrer compensation
How referrer compensation works at TaxOptix: commission tiers, overrides, and how payouts are calculated on each solution.
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.