IRS Escape Plan
A personal tax-saving plan in under 30 minutes.
AI tax strategy and planning for high earners.
- Client
- IRS Escape Plan (QA.tax)
- Industry
- FinTech / Tax Education
- Region
- United States
- Engagement
- B2C · freemium + premium · AI tax-planning platform
IRS Escape Plan (QA.tax) is an AI tax-strategy platform that helps high earners lower their tax bill legally. It combines self-paced courses, gamified learning, and AI calculators around the "Wealth Multiplier Loop" — reinvesting tax savings to compound growth. It serves W-2 employees, business owners, and high-net-worth investors across three learning tracks.
The problem we set out to solve.
Complex tax rules across W-2, business, and investment income are hard for non-experts to follow.
Personalized advice usually needs several CPA meetings and thousands of dollars in fees.
One user profile differs sharply from the next, so generic guidance rarely fits.
Expert knowledge could not scale without hiring more advisors.
What success needed to look like
- Make complex tax strategy understandable for people who aren't tax professionals.
- Turn generic tax rules into a personalized plan for each person's situation.
- Deliver a plan in minutes instead of a process that usually takes weeks of CPA consultations.
- Scale expert-level tax guidance without a proportional increase in advisory staff.
How we delivered it.
01
Diagnose
Broke down how W-2 earners, business owners, and high-net-worth individuals each needed different tax guidance, and where existing tools failed to personalize it.
02
Design
Designed three learning tracks and the Wealth Multiplier Loop methodology, pairing gamified courses with a toolbox of interactive calculators.
03
Build
Built the AI strategy engine, document intelligence/OCR for tax forms, and tools like the Entity Builder, REPS Hour Tracker, and Roth Optimizer.
04
Launch
Launched the flagship Build Your Escape Plan intake alongside the free diagnostic tools so users could get value before upgrading.
05
Run
Kept expanding the calculator suite and refining the AI-generated strategy reports as more users worked through the platform.
What we built.
We built a three-track education platform — W-2, Business, and Advanced Escape Plans — with gamified progress and an AI Tax Toolbox. Free diagnostics sit alongside premium calculators, and an AI engine turns a user profile into a personalized plan. The flagship "Build Your Escape Plan" tool runs an 11-step intake and produces a downloadable Strategy Report with 15-to-20-year projections. It evaluates 50+ strategies per profile and delivers an AI-generated plan in under 10 minutes — work that once took weeks. Document intelligence reads 1040s, K-1s, and 1099s to check figures and verify Section 199A QBI.
Tech stack
Tax strategy is complicated because it's personal, not because it has to be slow. We built a platform that turns that complexity into a plan in minutes.
