Tax Mitigation Intelligence

Most people don't leave money
on the table on purpose.
They just don't know the table exists.

Tell us your situation. Finn reviews it against every legal tax opportunity available — and comes back with a personalized strategy. Your CPA executes it. You keep the money.

💰 Tax Intelligence Report — $149

Included free for Professional & Family Office subscribers

How It Works

🗣️
Step 01
Tell Us Your Situation
Type it out or use voice-to-text on your phone. No jargon required — just describe where you are financially.
🔍
Step 02
Finn Reviews It
Your situation is mapped against every applicable tax strategy — retirement, gains, business, charitable, estate, and more.
📋
Step 03
You Get a Strategy
A personalized Tax Intelligence Report lands in your inbox — top opportunities ranked by impact, with recommended next steps.
🤝
Step 04
Your CPA Executes
We find it. Your CPA certifies and implements it. One coordinated move — no dropped handoffs, no wasted time.

Start Your Tax Intelligence Review

The more detail you share, the more specific the opportunities we can surface.
Voice-to-text works perfectly on this form.

Areas You Want Us to Focus On (select all that apply)
Retirement Accounts
Roth Conversion
Tax-Loss Harvesting
Business Deductions
Charitable Giving
Capital Gains
Estate & Gifting
Real Estate
Investment Accounts
Not Sure — Review Everything

🎙️ Tip: On your phone, tap the microphone on your keyboard and just talk — voice-to-text works perfectly here.

Your report will be delivered to your email within 1 business day.
All information is kept strictly confidential and never shared.

✅

Your review is in.

Finn has your situation and will have a personalized Tax Intelligence Report in your inbox within 1 business day. Keep an eye out for an email from finn@iwfinn.com.

Return to IW FiNN

The Analysis

Eight categories. Every submission reviewed against all of them.

🏦
Retirement Optimization
401(k), SEP-IRA, defined benefit plans — are you maximizing every available shelter?
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Roth Conversion
Is this a low-income year? The window to convert may be open right now.
📉
Tax-Loss Harvesting
Underperformers become tax assets. Are losses being captured before year-end?
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Asset Location
Where you hold investments matters as much as what you hold.
🏢
Business Deductions
QBI, Augusta Rule, Section 179, S-Corp structure — the biggest dollars are here.
❤️
Charitable Giving
Donor-advised funds, QCDs, appreciated stock — give more, pay less.
📊
Capital Gains
Holding period, bracket management, income timing — controllable tax levers.
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Estate & Gifting
Annual exclusions, 529 superfunding, step-up planning — wealth transferred strategically.