OrthoTrussCapture the source
Bring in W-2s, 1099s, statements, expenses, and other records through the document inbox or watched folder.
Classify · encrypt · organize
Koinon TaxFrom scattered documents to a review-ready return.
Koinon Tax organizes tax records, keeps a living federal estimate, tests planning decisions, and builds a traceable package for DIY filing or CPA review—with sources, blockers, and next steps kept visible.
W-2 + 1099
Guided 1040 review
Practice finance
Designed for preparation: Koinon Tax keeps estimates, review materials, and practical transfer steps together for DIY filing or CPA review.
One tax year, one guided path
See what is missing—and what comes next.
The workspace turns a tax year into a sequence you can inspect. Every stage keeps the supporting documents, calculations, blockers, and next action in view.
Build the estimate
Review a simulated Form 1040 through seven control lines, with required forms and unresolved blockers called out.
Reconcile · explain · resolveTest the decisions
Compare entity structures, reasonable-salary scenarios, retirement and Roth choices, and quarterly payments.
Model · compare · planPrepare the handoff
Create a hash-bound preparation package with the numbers, evidence, and exact transfer steps for filing software or CPA review.
Package · review · transferProfessional review, without surrendering control
A clearer handoff for you and your CPA.
Koinon Tax can prepare a local review workspace around one tax year. The engagement defines scope; questions stay tied to a snapshot; and proposed changes remain proposals until the owner accepts them.
- Focused engagement for the tax year under review
- Review packages connected to the source material
- Questions attached to the exact reviewed snapshot
- Proposed changes that stay under the owner’s control
The working set
Tax preparation, planning, and practice finance in one place.
Koinon Tax is built for clinicians whose tax picture rarely fits into a single W-2—and for the professionals helping them make sense of it.
Guided federal review
A full 1040 simulation, seven-control reconciliation, required-form list, blocker checks, and exact DIY transfer steps.
Smart document inbox
Bring tax documents into a watched folder, identify the year and document type, and keep the evidence encrypted and connected.
Decision scenarios
Compare S-corp, PLLC, sole-proprietor, and C-corp structures alongside salary, retirement, Roth, and estimated-tax choices.
Books and practice finance
General ledger, financial statements, invoicing, payables, 1099 tracking, budgets, cash flow, net worth, and practice KPIs.
Federal and state guidance
A sourced 50-state reference guide, plus detailed preparation support for an initial ten-state matrix that includes Washington.
Traceable professional handoff
Hash-bound packages, questions tied to the reviewed snapshot, and proposals the taxpayer can inspect, accept, or decline.
Built around healthcare income
For employed, independent, and practice-owning clinicians.
The same core workflow handles W-2, 1099, and mixed income. Specialty-aware categories and practice context make the review more relevant without changing the underlying tax logic.
Dentists
Physicians
CRNAs
Therapists
Counselors
Veterinarians
Mixed-income clinicians
Practice owners
Confidence through clarity
Keep the evidence, decisions, and handoff connected.
Local-first recordsCore records stay on the Windows PC by default. Exports or configured integrations are user-initiated.
Practical filing guidancePreparation packages and transfer steps help you finish in filing software or with professional review.
Review remains visibleSources, controls, blockers, and package identity stay connected to the tax year.
Professional judgment stays in the loopClear context and supporting evidence make final return decisions easier to review.
Built for healthcare professionals
Bring more clarity to every tax conversation.
Koinon Tax brings tax records, planning decisions, and professional feedback into one focused desktop workspace—so each review starts with clearer evidence and better questions.
