Tools
We file returns, plan ahead, and build practical tax tools.
We invest in real software that answers the expensive questions — so your decisions are backed by evidence, not a guess or a sales pitch. The same firm that builds these tools is the one that does your planning.
Both tools are live · answers in minutes · no login · no consultation required.
Built in-house
Real software we designed for our own client work — not a generic plugin or lead magnet.
Evidence, not guesswork
Property-specific estimates you can use to ask better questions before you spend money on a study or strategy.
Free, no login
Use them because good decisions make better clients — not because we gated them behind a form.
Cost Segregation · SegDIRECT
Is a cost segregation study worth it?
SegDIRECT creates a property-specific estimate in minutes — so you can evaluate whether a cost-segregation study may be worth a closer look.
Sample report
What SegDIRECT tells you
First-year deduction
Estimated
Assets reclassified to 5 / 15-year
Itemized
Is a full study worth it?
Clear answer
1031 Exchange · ExchangeDIRECT
Should you exchange, or sell and pay the tax?
ExchangeDIRECT models the taxable sale, the full exchange, and a partial exchange side by side — including the suspended passive losses and debt mechanics that often change the answer.
Exchange planner
What ExchangeDIRECT tells you
Sell vs. exchange vs. partial
Side by side
Tax with and without passive losses
Both shown
Cash boot and debt-relief boot
By source
Report for your CPA
Printable
The tools are the tip of the iceberg.
If you like how we think about these decisions, that’s exactly how we approach your whole return.
30 minutes · no pressure · no obligation.