More consistent discovery
Use the same disciplined process across prospects while preserving advisor judgment.
Built for financial advisors
Tax-first prospect engagement software for financial advisors.
RetireTax Scan Pro gives retirement-focused advisors a repeatable first-meeting process that makes planning value visible sooner and gives prospects a clearer reason to continue the conversation.
First-meeting mapAbout 15 minutes
00:00
Frame the conversation
Set expectations: discovery, not tax preparation.
02:00
Capture the household
Return, accounts, income, and planning concerns.
10:00
Run the scan
Review ten independent preliminary indicators.
12:00
Lead the discussion
Focus on the highest-ranked areas first.
15:00
Create the report
Give the prospect a useful reason to continue.
Why the workflow matters
Turn a stronger first meeting into a clearer path forward.
More visible planning value
Help prospects see the broader tax and retirement-planning work you may coordinate before implementation begins.
A stronger reason to continue
Turn the first meeting into a personalized review agenda and tangible takeaway that supports a more substantive next conversation.
Built to support practice growth
Help prospects understand why the next conversation matters.
The software does not replace the advisor relationship or guarantee an engagement. It gives you a repeatable way to demonstrate value sooner, differentiate your process, and create a natural bridge from initial discovery to deeper planning.
Differentiate the first meeting
Show a tax-aware planning process that reaches beyond a traditional portfolio conversation.
Demonstrate value sooner
Make your planning perspective visible before asking a prospect to make a larger commitment.
Leave something tangible
Provide a polished preliminary report that reinforces the planning areas surfaced together.
Earn the next conversation
Convert broad discovery into a focused agenda for a more meaningful follow-up meeting.
See the process
Walk through the advisor experience.
Explore the four-stage tour to see how selected return and household facts become preliminary review priorities and a client-ready report.
Step 01
Start with the facts already available.
Use a completed tax return and a concise household conversation. The workflow is designed for discovery, not data entry for its own sake.
Advisor
Guide a natural first-meeting conversation.
Software
Organize the information into a consistent snapshot.
About 15 minutesfor a focused first pass
Household snapshot78% complete
Household
2025 return
Accounts
Income
Ready for preliminary scan
Where it fits
Built for early-stage retirement planning discovery.
The scanner is most useful when you have enough information to identify meaningful questions, but not enough information to make a recommendation or complete a detailed analysis.
Prospect meetings
Create a tangible planning experience before discussing products or implementation.
Retirement transitions
Organize pension, Social Security, pre-tax accounts, and income-source questions.
Tax-aware discovery
Surface Roth, RMD, IRMAA, charitable, estate, and survivor-planning questions.
Professional coordination
Identify where CPA, attorney, insurance, or deeper planning review may be needed.
Discovery-to-planning handoff
Where retirement-tax discovery fits before full planning.
RetireTax Scan Pro supports the opening discovery stage. It does not perform comprehensive retirement-income modeling, calculate a complete tax projection, or replace the firm's approved planning and implementation process.
Stage 1
Advisor and prospect
Prepare
Bring a completed 2025 federal return and high-level household, account, income, and planning facts into a focused first-meeting conversation.
Stage 2
RetireTax Scan Pro
Screen
Organize the limited inputs into ten independent preliminary indicators and a ranked discussion agenda without calculating a complete retirement-income plan.
Stage 3
Advisor and firm
Confirm
Verify important facts against current records, identify missing evidence, apply firm review requirements, and decide which questions justify deeper analysis.
Stage 4
Appropriate professionals
Coordinate
Use comprehensive planning, tax, legal, investment, insurance, or other professional processes before any recommendation or implementation decision.
A responsible boundary
A scanner is the beginning of the work, not the end.
Tax preparation
The software does not prepare, file, or amend a tax return.
Professional advice
It does not provide individualized tax, legal, accounting, insurance, or investment advice.
Comprehensive planning
The report does not replace a financial plan, product analysis, or professional review.
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.