The Workstation OverviewFor firmsInvited by your firm?The nine desks

Nine desks. One anatomy.

Every workstation ships the same organs — command deck, vertical engines, structure map, capital ledger, evidence vault with an audit-defense file, compliance calendar, and an aide that explains but never advises — with a plain-words descriptor under every tab. A new vertical is an engine swap, never a new architecture.

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.
Demo persona: Omar & Talia Bennett · Bennett Fabrication Works
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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.
Demo persona: The Bennett household
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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.
Demo persona: Dana & Marco Reyes · Beacon Harbor
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Private lenders and note funds

Lending workstation

The loan book, the underwriting aid that is never credit advice, and the five-lever architecture — with the SE baseline and the QBI question rendered as the routed determinations they are.
Demo persona: Marcus Vance · Sterling Capital
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Trading & digital assets

Markets workstation

Trader-status factors both ways, §475(f), the securities/crypto wash-sale split, §1256, the QSBS ladder — and a harvest lever valued honestly, time-value and character separated.
Demo persona: Rae Nakamura · Kestrel Markets
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Medical · dental · veterinary

Practice workstation

Owner compensation as a corridor, the PTE election, retirement stacks with staff rendered honestly, management-entity structure with both branches papered.
Demo persona: A multi-location dental group
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Operators under §280E

Cannabis workstation

The dual-regime engine, §471 COGS discipline, and the rescheduling clock rendered as dated regulatory state — as-of stamps and litigation posture on every figure.
Demo persona: Sienna Brooks · Highgrove
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Estates, trusts, and the generational map

Estate & trust workstation

Portability both branches, the GST map, evidence-gated valuations — shown in private sessions only while pre-publication.
Private showings only
private showings · pre-publication
Insurance & policy planning

Policy workstation

MEC margins, loan-and-lapse traps with phantom income rendered, ILIT mechanics with the notice lanes — the deliberate-NO list as long as the feature list.
Private showings only
private showings · pre-publication
Demo surfaces · sample data. Every persona above is fictional; every figure is a model; every determination routes to a licensed professional. Two desks show privately while pre-publication — ask your firm.
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.