R&D Eligibility Screener
A preliminary questionnaire for activity type, development work, documentation strength, and next-step routing.
When this is useful: R&D opportunity or documentation gap detected
Start R&D Readiness ReviewAI-assisted, expert-reviewed
MMVFO Diagnostics
Screeners and readiness tools that help identify complexity, create useful next steps, and connect serious matters to human expert review.
Diagnostic workflow
Start with structured screeners before requesting sensitive documents.
These tools provide useful first-step triage without collecting sensitive tax documents through public forms.
Cost Segregation Fit Screen
A real estate depreciation screen for property type, basis, placed-in-service date, passive activity position, state treatment, and expected holding period.
When this is useful: Real estate acquisition, renovation, buildout, or depreciation strategy question detected
Screen Cost Seg FitQSBS Section 1202 Readiness Screen
A founder and investor screen for C corporation history, original issuance, holding period, gross assets, active business activity, redemptions, and state conformity.
When this is useful: Founder equity, financing, secondary sale, trust transfer, or exit timeline detected
Screen QSBS ReadinessInternational Filing Exposure Review
A non-sensitive screen for foreign accounts, foreign entities, PFIC exposure, residency history, and filing-risk signals.
When this is useful: FBAR, FATCA, entity, trust, or penalty exposure detected
Review International ExposureIRS Notice Triage
A high-level intake for notice type, deadline, tax year, and issue category before secure document review.
When this is useful: Deadline or controversy risk detected
Triage NoticeFounder Pre-Exit Readiness
A strategy screen for deal timing, QSBS, R&D documentation, international exposure, estate coordination, entity structure, compensation, and advisor readiness.
When this is useful: Liquidity event, equity sale, or transaction timeline detected
Map Pre-Exit IssuesPrivate Wealth Complexity Score
A family-office fit screen based on entity count, advisor count, jurisdictions, estate structure, and reporting complexity.
When this is useful: Multiple interacting tax, estate, investment, insurance, and entity issues detected
Score ComplexityAdvisor Partner Matter Intake
An advisor triage path for CPA, RIA, attorney, and insurance partners submitting specialty tax matters.
When this is useful: Advisor needs co-advisory, client-authorized, or specialty tax desk support
Submit Partner MatterR&D Credit File Health Check
A preliminary screen for project records, business-component mapping, wage allocation, contractor support, and documentation gaps.
When this is useful: R&D credit claimed, planned, amended, or questioned by an advisor
Check R&D File ReadinessForm 6765 Section G Readiness Screen
A filing-readiness screen for component registries, QRE categories, research narratives, and return workpaper alignment.
When this is useful: R&D credit filer needs clearer Section G support before filing
Review Section G ReadinessSection 174A and 280C Coordination Review
A high-level issue screen for research expense treatment, credit elections, amended return posture, and advisor handoff points.
When this is useful: Research expenses, R&D credits, or credit elections may affect return positions
Map Coordination IssuesInternational Information Reporting Exposure Screen
A non-sensitive screen for foreign accounts, foreign entities, PFIC exposure, foreign gifts, trusts, and filing-history signals.
When this is useful: Foreign account, entity, investment, trust, gift, or residency facts may create reporting obligations
Review Reporting ExposureIRS Notice Response Triage
A first-step screen for notice type, deadline posture, tax year, issue category, transcript need, and escalation urgency.
When this is useful: IRS or state notice received, audit contact made, or deadline approaching
Triage Notice ResponsePenalty Abatement Fit Screen
A fit screen for penalty type, compliance history, reasonable-cause narrative, first-time abatement signals, and response route.
When this is useful: Penalty assessed, proposed, or expected because of late filing, late payment, deposits, or information returns
Check Abatement FitFBAR, PFIC, and Foreign Form Navigator
A form navigator that uses general ownership and filing categories without collecting account numbers, tax returns, IDs, or statements.
When this is useful: Foreign accounts, passive foreign investments, foreign corporations, partnerships, disregarded entities, trusts, or gifts
Open Form NavigatorAdvisor Partner Matter Intake Router
A co-advisory router for general matter categories, urgency, professional roles, client status, and expected scope boundaries.
When this is useful: Advisor needs specialty tax diagnostics or coordinated review without uploading client files through a public form
Route Advisor MatterCompliance Calendar Gap Check
A calendar screen for extensions, estimated payments, entity returns, K-1 dependencies, foreign forms, trust filings, gifts, and notices.
When this is useful: Complex household, founder, or entity group needs deadline visibility
Check Calendar GapsK-1 Coordination Readiness Screen
A readiness screen for K-1 timing, state schedules, basis questions, passive activity items, estimates, and advisor communication.
When this is useful: K-1 timing, state detail, or partnership/S corporation reporting affects personal or fiduciary filings
Review K-1 CoordinationTrust, Estate, and Gift Filing Readiness Screen
A filing-readiness screen for fiduciary returns, gift returns, valuations, beneficiary reporting, liquidity planning, and extension timing.
When this is useful: Trust, estate, gift, valuation, beneficiary, or fiduciary tax filing work needs coordination
Check Filing ReadinessData boundary
Useful qualification first. Sensitive document handling later.
- Public tools may collect role, ranges, deadlines, issue categories, and general descriptions.
- We do not collect tax returns, notices, K-1s, SSNs, EINs, account numbers, or financial statements in public tools.
- Use a secure portal after qualification and engagement review when documents are needed.
- Tool outputs are preliminary and educational unless included in a professional engagement.
Request a Private Tax Strategy Diagnostic
If your tax, entity, investment, estate, insurance, or reporting picture has become too complex for one advisor to see clearly, MMVFO can help map the moving parts.
Reviewed by Joshua V. Azran, CPA/ABV/CFF, CMA, CGMA, CFE and Lorenzo Abbatiello, CPA | Last updated