Single-Document Ingestion
Your tax return. Your financial plan.
Drop your IRS Form 1040 to auto-extract your tax deduction limits and type of accounts you should consider opening.
totally secure.”
Have your Form W-2 handy?
Snap your W-2 to auto-fill your employer and occupation info, or skip it and we'll enter it later.
Upload Form W-2 (Document #2)
Take a photo or upload the W-2 from another employer, your spouse's employer, or your child/children.
Would you like to add another W-2 for your spouse or your child?
We will combine all household W-2s to ensure complete employer and income verification.
Your Extracted Tax & Household Profile
Our client-side scan flagged a low-contrast field on Page 1. Please confirm your Line 11 Adjusted Gross Income (AGI):
Some things for you to consider
Possible accounts to open and fund
Based on your Form 1040, you could open and fund these accounts:
Taxable Brokerage Account
Flexible, unrestricted investing with zero annual contribution caps and full on-demand liquidity.
Do you currently have an existing taxable brokerage account?
Traditional IRA
Captures your maximum allowable pre-tax deduction under 2026 phase-out rules.
Do you currently have a Traditional IRA?
Roth IRA
Remaining annual capacity allocated for 100% tax-free growth and withdrawals.
After capturing your deductions, you have eligible capacity for 100% tax-free growth in a Roth IRA. Do you currently have a Roth IRA?
Spousal IRA · IRC § 219(c) Double Allowance
Your Form 1040 is Married Filing Jointly. Under IRC § 219(c), your household compensation unlocks an additional $7,500 IRA in your spouse’s name.
Would you like to open a Spousal IRA?
UGMA / UTMA Custodial Account
Open an UGMA/UTMA custodial investment account for your dependent child. Assets transfer automatically at age of majority (18 or 21 in most states). Zero annual contribution limits and full investment flexibility.
Would you like to open an UGMA / UTMA Custodial Account for your dependent?
Custodial Roth IRA
For minor dependents who have earned income from part-time jobs, summer work, or family business. 100% tax-free compound growth for their future.
Does your dependent child have earned income from work to fund a Custodial Roth?
Investor Profile & Suitability
Investment Goals & Risk Parameters
Required by regulatory standards to align your portfolio allocation with your financial profile:
1. Primary Investment Objective
What is your primary financial goal for these accounts?
2. Risk Tolerance
How comfortable are you with normal market pullbacks?
3. Investment Time Horizon
How many years would you like to keep these funds invested?
4. Withdrawal Timeline & Liquidity
Once you start accessing funds, over how many years do you plan to spend or withdraw?