Question 1

How does the five-step plan get me to zero?

Accepted Answer

Each step applies a different lever — entity structuring, retirement and deferral vehicles, deduction acceleration, income timing, and credits. The dashboard applies them in order and shows the liability left after each one, so you can see exactly which step removes which dollars.

Question 2

Are these numbers a guarantee of my tax bill?

Accepted Answer

No. ZeroTax Plan is an educational modelling tool. Your actual return depends on facts we do not collect, and every strategy must be reviewed and implemented by a licensed CPA or CFP before you rely on it.

Question 3

What do I need to enter to get an accurate result?

Accepted Answer

Gross income, business income, current deductions, your current tax liability and filing status. The closer these match last year's return, the closer the projection will be.

Question 4

How does the multi-year forecast work?

Accepted Answer

It grows your income by the annual rate you choose and re-applies the plan each year, then charts liability with and without the plan and totals your cumulative savings across the projection window.

Question 5

Can I share or print my plan?

Accepted Answer

Yes. Use 'Download tax plan' on the dashboard to generate a formatted PDF with your inputs, the five steps, the forecast table and cumulative savings — ideal for sharing with a spouse or your current accountant.

Question 6

Is my data stored anywhere?

Accepted Answer

When you're signed in, your plan, scenarios, documents and requests are saved securely to your private account and are visible only to you. If you use the dashboard without an account, everything stays in this browser only.

Question 7

What happens after I request a CPA/CFP consultation?

Accepted Answer

Your request is captured with your preferred time and topic. An advisor reviews the plan you generated first, so the call starts with your numbers rather than a blank page.

Question 8

How much does it cost?

Accepted Answer

Building and exporting a plan is free. Paid advisory engagements are quoted by the CPA or CFP after your consultation, based on scope.

Questions about your plan?

Frequently asked questions

Tax glossary

Questions about your plan?

Frequently asked questions

How does the five-step plan get me to zero?

Are these numbers a guarantee of my tax bill?

What do I need to enter to get an accurate result?

How does the multi-year forecast work?

Can I share or print my plan?

Is my data stored anywhere?

What happens after I request a CPA/CFP consultation?

How much does it cost?

Tax glossary

Adjusted Gross Income (AGI)

Above-the-line deduction

Standard deduction

Itemized deductions

Marginal tax rate

Effective tax rate

Qualified Business Income (QBI) deduction

Tax credit

Tax-loss harvesting

Depreciation

Entity structure

Self-employment tax