About the product

A focused retirement-tax discovery tool for financial advisors.

RetireTax Scan Pro is a standalone software product that helps financial advisors organize selected completed-return and household facts into ten preliminary discovery areas and a client-ready report for advisor interpretation.

What the product is

A structured first-pass discovery workflow.

The software is designed for an early retirement-planning conversation, when an advisor has a supported completed federal return and selected household facts but has not completed full tax, legal, or financial planning analysis.

01Selected factsSupported completed-return values and high-level household, account, income, and planning information.
02Ten separate areasIndependent preliminary indicators organized and ranked for further discovery without an overall household score.
03Advisor-interpreted reportA client-ready report that helps the advisor explain what may warrant deeper review and professional coordination.

What it is designed to address

Turn available facts into a clearer follow-up agenda.

A completed return contains useful facts, but it does not by itself explain which retirement-tax questions deserve attention. RetireTax Scan Pro organizes the selected facts into separate review areas so the advisor can identify missing information, explain preliminary signals, and determine where deeper professional work may be needed.

The report remains a discovery aid. Its value depends on accurate inputs, advisor interpretation, current records, supervising-firm requirements, and coordination with the appropriate professionals.

Verify the product scope

Review the methodology, output, and software boundaries directly.

Methodology and supported tax year Review the supported completed-return year, ten discovery areas, output interpretation, sources, and limitations.Fictional sample report See the client-facing report structure and how fictional preliminary findings are presented for advisor follow-up.Software-scope comparison Distinguish completed-return discovery from comprehensive projection and professional tax preparation.Software evaluation scorecard Use a product-agnostic checklist to compare workflow, boundaries, data handling, review, and commercial terms.

Founder and product contact

A named contact for a standalone product.

Terry Martine is identified as Founder and the public product contact for RetireTax Scan Pro. Product inquiries may be sent to TerryM@RetireTaxScanPro.com.

RetireTax Scan Pro is a standalone advisor-software product. This identification does not assert professional credentials, legal ownership, an affiliated advisory firm, customer results, testimonials, or independent review.

Advisors and supervising firms remain responsible for suitability of use, interpretation, client communications, records, and coordination with tax, legal, accounting, investment, insurance, and other relevant professionals.

Evaluate the current product

See the workflow before deciding whether it fits your practice.

View the demo Review pricing

About page updated August 18, 2026.

Founding membership

Give prospects a clearer reason to continue the conversation.

The first 25 paid founding members receive the $499 annual rate. Annual billing only, with a 30-day money-back guarantee.

View founding offer Request a 20-minute demo by email AI phone assistant: 561-652-0459