What is a tax strategy (planning) engine?
Definition A tax strategy engine is software that analyzes a client's financial and tax situation to surface tax-saving opportunities, entity choice, retirement contributions, accountable plans, depreciation elections, and more, and estimates the dollar savings of each. The strongest engines ground every recommendation in authority: the relevant Internal Revenue Code section, regulation, or ruling, rather than generic AI suggestions.
Planning is how firms move from compliance (filing the return) to advisory (proactively lowering the bill). The value of an engine is breadth of strategies, the credibility of its citations, and whether it connects to the client's actual numbers.
LucaLedger's tax strategy is authority-grounded, IRC-cited, and runs on the same books and return the firm already has in the platform.