Advisor Analysis explains the calculated results for the selected tax scenario. Open Planning → Taxes → Scenarios, choose the scenario, and select Advisor Analysis.
Confirm the scenario first
Before reading the output, confirm:
scenario name and tax year;
filing status and tax state;
included household members and entities;
income, adjustments, deductions, and credits;
payments and withholding; and
any modeled strategy, conversion, contribution, sale, or other change.
Advisor Analysis is only as reliable as these inputs and their sources.
Read the result in layers
Start with total income, deductions, taxable income, total tax, payments, and projected amount due or refund. Then review effective and marginal rates, bracket room, and the planning sections relevant to the strategy.
Distinguish a marginal-rate change from the total-dollar effect. A strategy can increase current tax while supporting a longer-term objective, or reduce tax while creating a separate cash-flow or investment consequence.
Investigate unexpected values
Return to Inputs and trace the source. Common causes include the wrong year or filing status, a monthly amount treated as annual, duplicate income, a missing payment, a stale extracted-return assumption, or a manually overridden value that no longer matches Profile.
Do not edit several inputs until the number “looks right.” Identify the specific assumption and preserve a baseline scenario for comparison.
Use the other views
Client Report presents the scenario in client-facing sections and visuals.
1040 Review supports review against the modeled return structure and available source-return information.
Compare places selected scenarios side by side.
Tax Plan helps organize opportunities and the broader strategy.
Preview the Client Report before using it. Confirm the selected scenario and remove unsupported certainty from the discussion.
Turn analysis into advice
Advisor Analysis does not automatically create a recommendation. Validate the client facts, understand the non-tax consequences, and coordinate with the client's tax professional where appropriate.
Add the adopted strategy to Changes in plain language. Add Tasks for modeling updates, CPA review, elections, contributions, withholding, estimated payments, or other implementation. Preserve the scenario name so the team can reconnect the recommendation to the analysis.
Kerdora supports planning analysis; it does not prepare or file the client's tax return.