The 5-step formula, automated

Take your tax bill to zero.

The proprietary spreadsheet that has saved our clients millions is now a live dashboard. Enter your numbers once and watch five deliberate moves dismantle your liability — then have a CPA or CFP confirm the plan.

Calculate my savings See a sample plan

Try it — illustrative example

$86,400 → $0

$86,400 removed — 100% of the estimated bill. Toggle a step to see its weight.

Illustrative only. Your real plan is built from your own figures.

How the five steps work

01

Structure

Reposition how your income is characterized and earned.

02

Deduct

Capture qualified deductions you are currently leaving behind.

03

Defer

Stack advanced retirement and deferral vehicles.

04

Credit

Apply dollar-for-dollar credits available to your household.

05

Time

Shift recognition, depreciation and carryforwards to close the gap.

Visual dashboard

Current vs. optimized, charted side by side.

Private by default

Your figures stay tied to your account only.

CPA / CFP review

Book a professional to validate the plan.

Export the plan

Download a clean PDF for your accountant.

Common questions

Is ZeroTax Plan free to use?

The free Starter plan lets you build your plan, save a few scenarios and export the PDF. Pro is $19/mo for unlimited scenarios and longer forecasts, and any CPA or CFP engagement you book is billed separately.

Do I need to upload tax documents to get a plan?

No. You can type a handful of figures — income, deductions and current liability — and see your plan immediately. Documents and CSV imports are optional.

Is this tax advice?

No. ZeroTax Plan is an educational planning tool. Every plan should be reviewed by a licensed CPA or CFP before you act on it, which you can book from your dashboard.

How is my financial data protected?

Your figures are stored against your own account and are only readable by you and the advisor you request. You can export or delete your data at any time from Settings.

See your number in under two minutes.

No spreadsheet, no jargon — just the path from what you owe today to zero.

Build my tax plan

Free to build your plan. No credit card required.