01
Federal & state tax
AMT, NIIT, capital gains, Roth conversion modeling, charitable strategy, QBI, SALT mechanics, residency — all 50 states and DC. Every number traces to the IRC section that produced it.
Tax & Estate Planning, Document-Driven
Built for the documents and decisions that actually matter.
Upload your tax returns, brokerage statements, and estate documents. Answer a structured intake. Get near-term tax-year guidance and a long-horizon plan — every recommendation cited to the controlling authority, every assumption marked as assumed.
Encrypted at rest
Only you can read your documents
Sources cited
IRC, Treasury Reg, state statute
Not advice
Confirm with a licensed professional
How it works
Three lanes of analysis. One coherent plan.
02
Estate & wealth transfer
Beneficiary mapping, trust structure analysis (SLAT, GRAT, ILIT, dynasty), step-up vs. lifetime gifting tradeoffs, generation-skipping mechanics. Distinguishes what's optimal from what an attorney must execute.
03
Multi-year scenarios
What if you move to Florida. What if you sell the business. What if you retire at 55. What if you die early. Each scenario stress-tests the plan with the same source-cited rigor.
Trust & security
Designed for what you're handing us.
Documents are encrypted at rest with per-tenant keys. No one at MacroHeritage reads your returns.
Multi-tenant isolation is enforced at the database layer (Postgres row-level security), not in app code. Even a buggy query can't return another user's row.
Every assumption is tagged in the output: confirmed by you, extracted from your document, or assumed by us. You see which is which on every screen.
Recommendations are tax-year and jurisdiction stamped. We flag when TCJA sunset, OBBBA, or a state law change moves the answer.