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
Analyzes Client Data
SmartPick evaluates key financial details such as taxable income, income type, and other data entered into the system to understand each client’s situation accurately.
Filters Applicable Strategies
It cross-references all available tax strategies with the client’s financial profile, ensuring that only relevant and effective options are suggested.
Considers Tax Rates & Entity Structure
SmartPick accounts for both federal and state tax rates — including Marginal Rate, C-Corp Rate, Capital Gain Rate, and others — ensuring every recommendation aligns perfectly with the client’s overall tax position.
Highlights Financial Impact
Each suggested strategy includes a clear estimate of potential tax savings, helping advisors demonstrate value and justify their recommendations with confidence.
Too many tax options, not
enough clarity
Every client's situation is unique — yet comparing dozens of strategies by hand wastes hours. Manual evaluation leads to inconsistent advice and missed opportunities. Let AI surface the best-fit plan in seconds.
No obligation—cancel anytime
Saves Time
No need for manual research or calculations; SmartPick does the heavy lifting for you.
Optimized Tax Savings
Ensures clients receive maximum benefit by factoring in their exact tax brackets and entity type.
Simplifies Decision-Making
Displays strategies with estimated deductions and savings, helping you present clear, actionable insights.
Customizable & Flexible
Federal and state tax rates can be adjusted to match each client’s real-world scenario with precision.
See Tax Maverick in action
FAQs
Got questions? We got you.
Stop guessing. Start saving
time and closing more clients.
Stop guessing. Start saving
time and closing more clients.
No obligation—cancel anytime