Papers and a pen on a wooden desk
IRCGrounded in the Code
Tax strategy

Tax Strategy Education, Grounded In The Code

Early access

Grocky Tax Strategy helps business owners and real estate investors understand deductions, depreciation and entity design, and how they fit together, before they meet their CPA.

The strategy library is grounded in the Internal Revenue Code, and members get planning tools in their own portal. It is education and planning support, not tax advice.

Ask about early access

Good Strategies Are Hard To Find And Harder To Trust

The challenge

Tax content online ranges from excellent to dangerous, and it's hard to tell which is which.

Owners often learn about a strategy after the year it would have helped.

What it does

  • Strategy library grounded in the Internal Revenue Code
  • Member portal with planning tools
  • Accounting module planned

At a glance

StatusEarly access
ForBusiness owners, real estate investors
DeliveryMember portal
GroundingInternal Revenue Code
NoteEducation, not tax advice
Workflow

How It Works

01.

Explore

Browse strategies by situation and goal.

02.

Understand

See how each strategy works and its code basis.

03.

Plan

Use the planning tools to model your situation.

04.

Take It To Your CPA

Arrive with better questions.

Built on the Grocky Framework

What's Under The Hood

Grocky Tax Strategy is a consumer of the shared Grocky platform. It inherits identity, audit, tenancy and the governed AI layer, and adds its own knowledge and workflows.

Searchable library

Find strategies by situation.

Code-grounded

Each strategy ties back to the Code.

Planning tools

Model the effect before committing.

Knowledge packsEvidence engineCitationsIdentity
Get started

See It Working On Your Problem

Tell us about your workflow and we'll set up a demo with the product that fits, or tell you honestly if we don't have it yet.

Request A Demo

Tailored to your workflow, with sample data.

Partners & Resellers

MSPs, advisors and distributors.

Meet The Team

An AI leadership team, accountable to people.