Financial Baseline Report

Instantly access key tax return insights, including total income, AGI, marginal and effective tax rates, itemized deductions, and IRS account status. Get the most relevant tax data in one place.

Evaluate tax efficiency, Alternative Minimum Tax (AMT) exposure, Medicare and Social Security planning, and potential tax-saving opportunities.

Get a full breakdown of income sources, including employment, self­employment, business earnings, investment returns, retirement distributions, and trust income. To ensure you have the most accurate income picture for your clients.

Gain a comprehensive, accurate view of a client's financial situation, including investment accounts, retirement plans, business ownership, trusts, mortgages, and other assets and liabilities.

One list. All active financial accounts, including cash, investment, retirement, and tax-advantaged accounts with account numbers.

View past and present employers so you can ask about previous employer-sponsored retirement plans - all sourced directly from the IRS.