Who we are
Welcome to Smart Tax Advisor, begin your tax saving and investment journey here by input your personalized information such as your age, filing status, residence city, annual income, primary financial goal, general risk tolerance, investment experience, and prefer liquidity or long term value investment. The smart tax AI chat system will harvest what you have input and reap the tax advice fruit for you. The tool is focus on deferred tax accounts, tax free strategies, and your investment risk vs reward. 中英文多语言通用版.....
Your typical helpful financial freedom search flow:
You input your personal tax information, then the chat system will calculate the federal, state, and local taxable amount rate for you.
You ask chat system to recommend whether deferred retirement accounts or tax free strategies based by your income and personal situations.
You ask the chat system to recommend you an investment product type based by your expected return vs your risk tolerance, investment experience, liquidity vs long term holding, retirement goals, estate planning and so on.
