Internal consultant workspace

Build a compliant opportunity playbook.

Capture non-sensitive facts, screen for obvious mismatches, and generate approved discovery language plus a clear advisor handoff path.

⚠️

Do not enter SSNs, EINs, tax returns, account numbers, or confidential documents.This review is conceptual. Use a prospect alias and ranges only. Technical review by a qualified professional is required before any implementation decision.

Prospect profile

Start with the minimum facts needed to open the right screening lane.

~2 minutes

Prospect alias *

Use an alias—not a legal name or taxpayer ID.

Entity type *

State

Referral source

Income profile *

W-2 wagesEmployment income1099 / Self-employmentIndependent activityActive business incomeOperating entityCapital gainsSale or appreciated assetPassive incomeRental, K-1, etc.Unknown / liability onlyNeeds clarification

Estimated annual income or gain range

Opportunity snapshot

Describe what may be unused, underutilized, or timing-sensitive—without asserting transferability.

Conceptual facts

Primary category *

Apparent market role

Asset, project, loss, credit, or event description *

0/700

Estimated basis / FMV range

Tax year / timing

Ownership / title status

Documentation status

Urgency or constraints

Consultant playbook

A reviewable discovery and routing plan—not a tax conclusion.

Generated locally

Classification—

Preliminary fit—

Required route—

Opportunity playbook

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Build a compliant opportunity playbook.

Prospect profile

Opportunity snapshot

Guardrail screen

Consultant playbook