Tax Maverick Features
Tax Assessment
Show your clients exactly how much you can save them — with a fully customized, easy-to-understand tax assessment that builds instant trust and drives paid engagements.
Annual Program
Show clients their savings, value, and next steps — all in one clear, professional presentation.
Goos Smart Pick
Smarter Strategy Selection. Faster Results.
The SmartPick feature is designed to streamline the tax strategy selection process by automatically identifying the most applicable strategies based on each client’s financial data. It removes the guesswork and helps advisors quickly present high-impact, personalized recommendations
Goos Smart Deduction
Automate. Simplify. Maximize.
The Smart Deductions feature simplifies and optimizes tax deduction calculations by automatically using client financial data. It enhances efficiency for tax advisors, ensuring deductions are accurate, compliant, and fully optimized for maximum tax savings.
Goos Xtract
Extract Data in Seconds — Not Hours
GoosXtract automates the extraction and organization of tax data directly from key forms such as 1040, 1120S, 1120, and 1065.
It eliminates manual entry, reduces errors, and gives advisors a clear, structured snapshot of client financials — ready for analysis, planning, or strategy implementation
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