About Corvee Tax Planning

Save Clients Money on Taxes

Tax Planning Software

to Build a More Profitable Firm

See How Corvee Can Help You Save Your Clients Money

The Only All-in-One Tax Planning Platform

Whether you’re an accountant, tax preparer or financial advisor, the Corvee Platform is your comprehensive solution to help you do tax planning right

Estimate taxes due and savings across multiple years with support for federal, state and local forms

Entity & Compensation Optimization

Model the impact of entity and compensation changes to help clients choose the most tax-efficient structure

Gather client data with tax return scanning and questionnaires, which delve deeper when needed and omit questions when possible

See how every business and entity affects the Form 1040 across jurisdictions in one consolidated multi-entity tax calculation

Show clients your value with professional plans featuring savings, strategies, documentation and calculations for every jurisdiction

Gather client data with tax return scanning and questionnaires, which delve deeper when needed and omit questions when possible

Minimize taxes with Corvee’s continually updated database of 1,400+ tax strategies

Go Beyond Filling Out Forms and

Offer Clients Real Tax Savings

Go Beyond Filling Out Forms and Offer Clients Real Tax Savings

Filing accurate forms for tax compliance is essential But tax planning allows you to be an even more valuable partner to your clients With Corvee tax planning software, you’re not just preparing tax returns at the end of the year — you’re strategizing with your clients on the tax implications of their business decisions before they make them

Learn how tax planning works

Learn Tax Planning With Corvee’s Dedicated Support and Robust Community

New to tax planning or need support? You don’t have to go it alone Corvee was designed to empower tax planners of all levels — from veterans to those who are just starting out Master tax planning with the support of our client success team and a community of tax planners just like you

Learn Tax Planning with Corvee’s Dedicated Support and Robust Community

Private client community for power users coupled with those who have built successful tax planning firms Descriptions, tax code references and requirements for every tax-saving strategy, right in the tool Dedicated client success manager and free support via chat, email and phone Direct access to Corvee’s team of tax and accounting experts to answer your questions