Model Client Tax Outcomes Before Filing
Instead of waiting until the return is filed, Canopyfax.com lets your firm project a client's tax position throughout the year — and test decisions before they happen.
What Is Tax Projection?
Tax projection takes a client's current-year income, deductions, and life events, and estimates their tax liability before the filing deadline — while there is still time to act. It turns your firm's expertise into a forward-looking advisory conversation, rather than a once-a-year compliance exercise.
Client Projection Dashboard
See a client's current tax trajectory, then immediately test how specific decisions would change it — all in a single dashboard your team can review with the client.
Test financial decisions before they happen. Rather than discovering the impact of a decision on next year's return, model it against the current projection now.
Client: Sarah Williams
| Scenario | Projected Federal Tax |
|---|---|
| Current | $96,500 |
| Increase Retirement Contribution | $87,900 |
| Harvest Investment Losses | $83,700 |
Tax Calculation Breakdown
Every projection is transparent. Drill into the income sources, adjustments, and deductions driving the number, so you can explain the "why" behind every recommendation.
- Full breakdown of wages, capital gains, and interest
- Retirement and deduction adjustments applied line by line
- Defensible, auditable calculation logic
Tax Calculation Breakdown
| Income | Amount |
|---|---|
| Wages | $280,000 |
| Capital Gains | $90,000 |
| Interest | $12,000 |
| Adjustments | Amount |
|---|---|
| Retirement Contribution | -$22,500 |
| Deductions | -$34,000 |
| Projected Tax | $96,500 |
Projection Turns Insight Into Advice
Act Before The Deadline
Identify opportunities while there is still time to influence the outcome, not after the return is filed.
Evaluate, Don't Guess
Replace back-of-envelope estimates with a documented, line-item projection your firm can stand behind.
Advise With Confidence
Bring clients a clear before-and-after comparison instead of a single static number.
Start Projecting Client Outcomes
Request access to bring tax projection into your firm's planning process.