Draft a tax planning note when a client mentions a life event
Home sale, business sale, marriage, inheritance. Revo recognises the trigger, pulls the prior return, and drafts a planning note before the client asks.
The proactive tax planning email is the highest-margin email a CPA sends, and the one most likely to never get written. Revo writes it the moment the client mentions the trigger.
What triggers a draft
Home sale, business sale, marriage, divorce, inheritance, new child, RSU vest, equity exercise, real estate purchase. anything with a tax impact in the email body.
What the client reads
A specific note with the tax angles, the election deadlines (Section 121, QSBS, 83(b), and friends), and an estimate of impact. partner-voiced, no boilerplate.
- 1
Recognise the trigger
Revo flags 'we sold the house', 'I'm getting married', 'inherited from my mom', and similar phrases. classifies the event.
- 2
Pull the context
Last return, current YTD, filing status, entity structure. the data the planning depends on.
- 3
Draft the planning note
Recommended steps with deadlines, tax impact estimate, election windows. all in your firm's voice.
- 4
Queue for partner review
Lands in your folder. Edit, approve, send. The partner sets the strategy; Revo handles the typing.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
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