A vertical workstation family · one doctrine

The software takes no positions. That is the product.

Every desk runs the same law: engines propose, professionals ratify. Engines compute a modeled range for every lever; every judgment call renders both branches with the statute on the panel and the evidence it still needs. Nothing becomes a position until a licensed professional signs it — what you buy is the architecture that makes the number defensible.

How anything becomes real here

Bookkeeperprepares, proposes, attaches the paper — never ratifies

CPAsigns the method with a basis memo; rejections carry a reason

Attorneyfinal on structure — specialists scope to their own objects

Ratifiedappend-only register · every state change visible to the client

Above the wall

the client side — desks model, in plain words, both branches always

Client homeThe front door — every desk a household holds, the wall status, the collisions, and the structure map with its proposed layer.client_home.html Business TaxThe horizontal desk — entity levers, retirement design, the deduction sweep with off-cards visible.

groundwork_desk.html

Personal TaxThe 1040 side with the equity module aboard — §83(b), ISO/AMT, NSO, the charitable lane.

groundwork_personal_desk.html

PropertyStay-test and participation engines, the cost-seg studio, the §1031 exit with both clocks live.

anchor_ledger.html

LendingLoan book and underwriting aid — the SE and QBI questions held open, flagged, never defaulted.

lender_aid.html

Cannabis OperationsThe §280E desk — dual-regime engine, §471 discipline, the litigation state stamped on every figure.

canopy_capital.html

PracticeMedical, dental, veterinary — the comp corridor, PTE calendar math, actuary-gated plan tiers.

practice_desk.html

MarketsThe investor/trader fork, §475 clocks, harvest math with its NPV twin, wash-sale walls rendered honestly.

markets_desk.html

Estates & TrustsExemption runway, AFR-fed instruments, §6166 liquidity — the attorney is final on all of it.

legacy_desk.html

Pre-publication · private PolicyThe two-column law, the lapse trap, the ILIT pair — the annuity boundary drawn, not blurred.

policy_desk.html

Private by decision

THE WALL

Beyond the wall

the professional side — verify · ratify · register

Professional ConsoleRoster, dockets, the ratification bench — basis memos required, rejections carry reasons, the register is append-only and belongs to the professional.pro_portal.html Demo hubThe guided tour deck, for showings that want a narrated path through the family.

demo_hub.html

NEVER render a position, a quote, or advice NEVER default a facts-and-circumstances call NEVER ship a figure without its as-of stamp NEVER badge “defensible” without its evidence object NEVER hide the branch that costs you NEVER support concealment or empty substance