Turn a finished 1040 into the five advisory conversations worth having, each with a dollar impact and a note your client will actually understand.
“With profit this steady, paying yourself a salary through an S-corp could cut your self-employment tax meaningfully.”
“You can still shelter a large share of this year's income for retirement, and lower the tax bill at the same time.”
Grove's promise is more time for high-value strategy. Radar does the first pass on that strategy, so the preparer walks into every delivery meeting with something worth saying.
S-corp election, Solo 401(k) and SEP, HSA, safe harbor, QBI, Roth conversion, bunching, dependent care FSA, cost segregation.
Every estimate shows its formula and the return lines that triggered it, so the preparer can check the math in seconds.
A two-sentence, plain-English note for each opportunity, written for the client, not the IRS.
Toggle the conversations you want, and they land in the branded walkthrough with a total estimated savings.
Radar reads the drafted return at step 05 and hands the chosen conversations to the walkthrough at step 06, the one meeting every client shows up for.
The same work Grove's AI Advisory engagement does by hand for a firm, done for every client at delivery.
Each of them delivers returns every season. Delivery is the meeting every client attends, and the natural place to start advising.
IRS Return Preparer Office, 2026Advice has to come from fewer people. A first pass on every return lets a small team offer advisory without adding headcount.
AICPA via CFO Dive, 2023–24Intuit, Thomson Reuters and Wolters Kluwer are adding AI to the preparer's software. Advice that lands in the client's walkthrough is a different, client-facing surface.
Thomson Reuters newsroomOn Grove's MCP surface, opportunities become queryable: “which clients should hear about a Solo 401(k) this year?”
grove.tax/mcpPaste the goal into Djentic and a team of agents builds a working Advisory Radar, rules engine included, while you watch.
Advisory Radar is a concept, not a Grove product. The client and estimates in the mock are illustrative, not tax advice.