The Workstation OverviewFor firmsInvited by your firm?The nine desks

Engines propose. Professionals ratify.

A tax-and-structure workstation platform for professional firms and the clients they serve. The software computes both branches of every judgment call, names the evidence each position requires, and routes every determination to the licensed professional who owns it — then keeps the append-only register that proves who signed what, when, and on what basis.

One spine, two sides

Every item in the system — a position, a characterization, an instrument, a piece of evidence — travels one visible track. The client and the professional look at the same spine from two sides; nothing changes state except by a professional's signed act, and the seal color lights only when one signs.

proposed evidence CPA attorney final
filled = traversed · ring = current station · wax = ratified — never decoration

What lands with a professional audience

Both branches, always

The honest negative renders

Active vs. passive, reasonable comp, material participation, refund posture — every routed determination computes both ways and shows the delta. When a lever loses at the client's inputs, the page says so.
Evidence-gated

No badge without its object

Every lever names its required object — the comp study, the cost-seg study, the participation log, the acknowledgment letter — and stays modeled until that object exists and the right lane verifies it.
Regulatory state is data

As-of stamps on every figure

Rates, thresholds, dates, and schedule status live in dated config — with hearing clocks and litigation posture rendered on the panel, never asserted from memory.

Nine desks, one anatomy

Every business — the horizontal sweep

Business workstation

The overlooked-and-unclaimed layer in any operating business: missed deductions, unopened retirement capacity, the entity election never run, income never defensibly shifted — every check rendered found, floor, routed, or deliberately off.
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The household 1040, with an equity module

Personal workstation

The personal sweep, the Roth doors and the pro-rata wall, the deduction stack that renders both totals, the safe harbor — plus the locked equity-compensation module: §83(b), ISO/AMT, NSO, both ways.
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Rental real estate, incl. short-term

Property workstation

The STR engine, cost-segregation studio, material-participation tracker, §1031 exchange and Opportunity-Zone gain router — with the §469 self-rental trap priced where it lives.
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All nine desks →  ·  the client home, live  ·  the professional console, live

What this platform deliberately does not do

no advice verbs — anywhereno defaulted facts-and-circumstances callsno position without a licensed signatureno dollar figure to a results-facing client before ratificationno silent state changes — the register is append-only
The deliberate-NO list is a deliverable. A reviewer must be able to see what was considered and declined — so suppressed checks stay visible, refused features are named, and the boundary between software and professional judgment is drawn on every panel.
This workstation prepares models and proposals only. It is not a law firm or an accounting firm and does not render tax, legal, or accounting advice; every determination on every surface belongs to the licensed professional named on its item. Demo surfaces show fictional people and numbers. §280E, §469, §1031, §199A and every other statute cited on the desks is cited plainly and routed to the professional lane that owns it.