Corvee is an AI-powered tax planning platform that helps CPAs, tax attorneys, and financial advisors identify tax reduction strategies for their clients and model the financial impact of different planning approaches. The platform analyzes a client's complete tax picture — entity structure, income sources, deductions, credits, retirement accounts — and identifies legal optimization opportunities that reduce tax liability.
Corvee's strategy library covers hundreds of tax planning strategies across federal, state, and international tax law. The platform's AI matches each client's specific situation to relevant strategies, prioritizing those with the highest potential tax savings and modeling the financial impact of implementation.
The platform's proposal generation capability creates professional tax planning presentations that advisors can use with clients to explain recommended strategies in accessible language. This client-facing output helps advisors communicate complex tax planning concepts without requiring clients to understand technical tax law.
Key capabilities include tax strategy identification, financial impact modeling, entity structure analysis, proposal generation, and implementation tracking. Corvee serves tax CPAs, tax attorneys, and financial advisors who want to provide proactive tax planning as a differentiated service.
