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RetireTax Scan Pro

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RetireTax Scan Pro helps financial advisors review completed tax returns for preliminary retirement-tax discovery signals and turn those signals into a more organized prospect or client follow-up conversation. Its focused tax-first workflow reviews completed 2025 return information across ten retirement-planning signal categories and produces a client-ready discovery report for professional interpretation and follow-up. It is not tax-preparation software, a tax-projection engine, or individualized tax advice.

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