Authority-grounded tax strategy
Built for accounting & tax firms · IRC-cited · SOC 2 ready
How it works
- Strategies grounded in authority. Each strategy carries its IRC citation, so the recommendation you make to a client is traceable to the code behind it, not a generic tip.
- AI explains it in plain English. "Explain (AI)" turns the statute into a clear summary of why a strategy applies and what it's worth.
- Scenarios you can stack and compare. Model the impact side by side, entity structure, retirement contributions, timing, and see the estimated effect.
- Reviewer sign-off. Strategies move through a review workflow before they're applied, so nothing goes to a client unchecked.
The strategies firms reach for
Cost segregation, the R&D credit, QSBS, accountable plans, the home-office deduction, SEP and Solo 401(k) contributions, the Augusta rule, HSAs, and §199A QBI optimization, among others, each surfaced when the client's actual numbers make it relevant.
Why it's better connected than a standalone planner
A separate planning tool starts from data you re-enter and ends with a PDF. LucaLedger's strategy engine starts from the books and the return you already have in the platform, so the inputs are real and the output flows back toward the work. That connection is the difference between a one-off projection and advice that's grounded in the engagement.
What firms used before
Firms typically buy a dedicated planning tool, Corvee, TaxPlanIQ, or Holistiplan, separate from where they prepare the return. Those are capable planners, but they're islands: the data doesn't come from the books, and the strategy doesn't connect to the return.
(Head-to-head comparisons for the planning tools publish soon, see all comparisons.)
Frequently asked questions
Is the strategy advice backed by authority?
Yes, each strategy is cited to the Internal Revenue Code, and the AI explanation summarizes why it applies in plain English.
Does it file anything or replace my judgment?
No. It's a discovery and explanation tool with reviewer sign-off, it surfaces and explains strategies; you decide what to apply.
Can I compare scenarios?
Yes, stack scenarios side by side and model multi-entity structures to see the estimated impact.
Where does the data come from?
From the books and the return already in LucaLedger, so you're not re-keying figures into a separate planner.
Is LucaLedger SOC 2 compliant?
LucaLedger is SOC 2 ready, controls and evidence are in place, with encryption in transit and at rest and row-level isolation.