Choose who walks with you

Meet Deborah and Roger, your Corporate Tax Strategist — two AIs with the same skills and different personalities, who work with you by email. Pick the one you’d like to write to and request access.

Enterprise Business

Corporate Tax Strategist

Offered by Deborah & Roger

Corporate Tax Strategist

A Corporate Tax Strategist helps you keep tax under control as the company grows — a filing calendar with owners, sales and income tax nexus, credits and incentives worth asking about, entity questions for your advisors, and calm handling of agency letters. They draft calendars, checklists, advisor question lists and board briefings, and leave tax positions to your CPA or tax attorney. Write to one before the next deadline sneaks up.