Projections based on data updated: Jul 23, 2026 · Tracker progress shown for 2026
Projected savings
$236,000.00
Across active strategies
Active strategies
9
Plan v1 · top: Defined Benefit
Rep hours
0 / 750
Augusta rule
0 / 14 days
Savings by Strategy
Share of $236,000.00
Defined Benefit / Cash Balance Plan
$75,000.0032%
Cost Segregation Study
$50,000.0021%
Qualified Small Business Stock
$30,000.0013%
Action Items
Upload your Form 1040 to unlock full projections
Consult with an actuary to set up the DB plan
app.taxnexus.app/strategy-catalog
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Strategy Catalog
Complete library of tax strategies available in TaxNexus, grouped by planning area.
AVAILABLE STRATEGIES
121
How To Use This Catalog
Strategies with a tool link open a tracker or calculator already implemented in the app. Other strategies are advisory strategies available for planning, review, and professional implementation. Use "Add to Tax Plan" to include any strategy in your Tailored Tax Plan for review with your tax professional.
Search by name, code, category, or keyword...
Your plan: 9/20
Core Trackers & Calculators
19 STRATEGIES
REP_STATUS
Real Estate Professional Status
Qualifies a real estate professional to treat rental losses as non-passive when hour and participation tests are met.
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STR_LOOPHOLE
Short-Term Rental Strategy
Uses short-term rental rules and material participation tests to allow qualifying rental losses to offset active income.
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AUGUSTA_280A
Augusta Rule 280A
Lets a business rent the owner residence for legitimate meetings up to 14 days per year while excluding that rent from personal income.
VIEW FULL DETAILS
app.taxnexus.app/tax-plan
Tailored Tax Plan
Prioritized tax strategies, implementation steps, and advisory impact for the current planning year. Version 1 · Generated Jul 23, 2026 AI-generated estimate — regenerating can surface a different strategy mix. Your tax professional confirms the final plan.
Plan based on your Tax Profile only. Upload and confirm your 1040 for a more precise analysis.
PROJECTED SAVINGS
$236,000.00
Client is a high-income single filer earning approximately $1M/year across various income types, including significant business and foreign income. Key opportunities exist in leveraging tax-efficient retirement strategies and advanced credits/deductions such as the QSBS exclusion and cost segregation.
STRATEGIES
High confidence: 7
9
ACTION ITEMS
Average confidence: 82%
18
Strategies (9)
Action Plans (18)
Compliance Notes (6)
PRIORITY
STRATEGY
RATIONALE
SAVINGS
ACTION
#1
Defined Benefit / Cash Balance Plan
High
With significant business income and approaching later career stages, establishing a Defined Benefit...
$75,000.00
#5
Cost Segregation Study
Medium
Owning real estate and being open to leverage opportunities allows the client to accelerate...
$50,000.00
121+
Tax strategies in the catalog
$123.8K
Avg. projected savings identified
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Why switch
One subscription. Not a stack of them.
The average high earner is already paying for this — just spread across four logins, none of which talk to each other.
The old way
Multiple disconnected apps & manual effort
QuickBooks Self-Employed
$35/mo
MileIQ
$10/mo
Cost segregation calculator / consult
$150/mo*
Residency / day-count spreadsheet
Your time
CPA hours to find strategies
$300+/hr
4+ logins, nothing connected
$195+/mo
Save $1,150+/yr
With TaxNexus
Unified AI tax workspace
Bank feed + AI categorization
Included
Mileage & vehicle tracking
Included
Cost seg, 1031 & FTC calculators
Included
GPS residency day count
Included
121-strategy AI matching engine
Included
One login, everything syncedSave over $1,150 / year
$99/mo
Cheaper than the tools it replaces — and it's the only platform where all tax data talks to itself.
*Typical amortized cost of a standalone cost segregation study or advisory session.
Features & Tools
Everything tracked. One powerful engine.
TaxNexus brings your entire tax strategy into one automated workspace — from AI-matched strategies to audit defense.
Projected Savings
$236,000.00
9 Active Strategies
#1Defined Benefit Plan
$75,000
#2Cost Segregation Study
$50,000
#3QSBS Stock Exclusion
$30,000
Tailored Tax Plan Engine
Prioritized tax strategies with AI confidence scores, rationale, and exact implementation steps customized for your income profile.
Upload Form 1040 Tax Return
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Drop your tax return PDF and TaxNexus automatically extracts key fields, unlocks custom strategy projections, and encrypts your records.
TaxNexus started with a simple observation: high earners were paying for four or five disconnected tools — a bookkeeping app, a mileage tracker, a cost segregation consultant, a residency spreadsheet — and still missing strategies their CPA never mentioned. We built the system we wished existed: one place that connects your bank data, surfaces every deduction and strategy available to you, and keeps you audit-ready year-round.