FOR TAX PROFESSIONALS
Screen clients for 50+ tax strategies before the first meeting.
Unlevered is a client intake accelerator. Your clients answer 7 questions about their income, equity compensation, and real estate. You get a prioritized report with IRC citations, savings estimates, and CPA-ready language, all before you bill your first hour.
How it works for CPAs
Send clients the link
Share your unique referral link or embed Unlevered on your website. Clients answer 7 straightforward questions about their income, filing status, equity compensation, real estate holdings, and retirement contributions. No sensitive data required. No SSN, no bank accounts, no W-2 uploads.
Client completes the analysis
In under 3 minutes, Unlevered's engine screens 50+ strategies under current 2026 tax law (including OBBBA changes). Each strategy is scored for eligibility, estimated savings, confidence level, and complexity. The analysis runs client-side, and no data is stored on our servers.
You receive a structured report
The report groups strategies into three tiers: quick wins the client can act on immediately, moderate strategies that need your guidance, and aggressive plays that require your professional judgment. Every recommendation includes IRC section citations, OBBBA-specific changes, and the exact math behind the estimate.
You focus on high-value advisory work
Instead of spending the first hour asking basic qualification questions, you start with a prioritized list. You confirm the inputs, adjust the estimates with full-return data, and move straight into implementation. The report becomes your working document for the engagement.
What the report includes
- Personalized savings estimate for each of 50+ strategies, not generic ranges, but calculations based on client-reported income, filing status, state, and equity position
- Eligibility screening with clear qualify / does not qualify / verify with CPA status for each strategy
- IRC section citations for every recommendation (e.g., IRC §168(k) for bonus depreciation, IRC §469 for passive activity rules, IRC §1202 for QSBS exclusion)
- OBBBA-specific updates: the report reflects 2026 law changes including restored 100% bonus depreciation, the $40,400 SALT cap with phase-out, permanent QBI deduction, and updated QSBS tiers
- Confidence ratings: High (statutory calculation), Medium (reasonable assumptions), or Verify (needs CPA confirmation of specific facts)
- Complexity ratings: Low (client can self-execute), Moderate (needs CPA involvement), Aggressive (higher audit risk, requires professional judgment)
- CPA talking points, including plain-English explanations your client can actually understand, reducing the time you spend on education during the meeting
- State-specific notes where federal/state conformity differs (e.g., California's non-conformity with bonus depreciation)
Why CPAs recommend Unlevered to clients
It eliminates the intake bottleneck
Most tax advisory engagements start with 30-60 minutes of qualification questions. Which strategies has the client considered? What's their equity comp situation? Do they own rental property? Unlevered collects this systematically before your first meeting, so you walk in with a structured picture of the opportunity set.
It surfaces strategies clients didn't know to ask about
High earners typically know about 401(k) and maybe cost segregation. They rarely ask about mega backdoor Roth conversions, donor-advised funds with appreciated stock, the Augusta Rule, or QSBS exclusion tiers. Unlevered screens all 50+ strategies, so nothing falls through the cracks, and your clients see you as the advisor who catches everything.
It sets realistic expectations upfront
Every estimate comes with a confidence level. Clients arrive understanding that some numbers are statutory (401(k) gap = exact savings) and others need your verification (REP status hours, pro-rata rule). This means fewer awkward conversations about why your final number differs from their expectation.
It positions you as the expert, not the gatekeeper
The report explicitly states: 'This is not tax advice. Your CPA will confirm and refine these estimates.' Unlevered doesn't replace you. It makes your first meeting dramatically more productive and positions you as the professional who implements the strategy, not just the one who identifies it.
It handles the 2026 law changes so you don't have to explain them
OBBBA changed dozens of provisions. Bonus depreciation is back to 100%. The SALT cap moved to $40,400 with a phase-out. QBI is permanent. QSBS has new tiers. The report already reflects all of this, so your clients arrive educated on the current landscape.
A note on client data privacy
Unlevered does not collect Social Security numbers, bank account information, or any data that could identify your client to the IRS. All calculations run client-side in the browser. We store only an anonymized session ID for report retrieval. Your clients' financial details never touch our servers. For full details, see our methodology and data privacy page.
Have your clients run their numbers.
Send them to Unlevered before your next meeting. 3 minutes, 50+ strategies screened, one report that makes your first hour dramatically more productive.
Have your clients run their numbers →Free for clients. No subscription required.
Stayguard LLC, operating as Unlevered, provides educational tax strategy screening based on self-reported client data and current tax law. All savings figures are upper-bound estimates. Stayguard LLC is not a CPA firm and does not provide tax, legal, or investment advice. IRS Circular 230 Disclosure: Any tax information contained herein is not intended to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.