Run PTET elections, residency changes, nexus exposure, and remote-worker allocations across all 50 states — with source citations on every recommendation.
Scenario comparison
| State | Baseline | Elected | Savings | Confidence |
|---|---|---|---|---|
| CA | $46,500 | $28,800 | $17,700 | high |
| NY | $48,250 | $32,750 | $15,500 | high |
| IL | $24,750 | $15,580 | $9,170 | high |
| Total estimated savings | $42,370 | |||
The gap legacy SALT tools left behind
They cost $30K–$200K per year and aren’t designed to walk a CPA through a PTET election. Meanwhile, advisory revenue is the fastest-growing segment at CPA firms — and SALT is the hardest part to scale.
30+ states have PTET. CA, MD, MI, IL all changed for 2025–2026. MN expired. Spreadsheets can’t track this.
Domicile, days-in-state, permanent place of abode. Each state defines residency differently.
Multi-state workday allocation, convenience-of-employer rules, nexus thresholds — most firms aren’t tracking them.
A confident wrong number is malpractice. Every conclusion needs a source citation, not a guess.
The product
Drop a prior-year 1040, CA 540, NY IT-201, IL-1040, W-2, or K-1. CitaxPro extracts income, filing status, state wages, and K-1 allocations automatically — no manual data entry.
PTET elections, residency changes, remote-worker allocation, nexus exposure, entity structure, sales tax, equity sourcing, credit utilization, and more — each with a structured input form built for that scenario.
Part-year analysis, domicile risk scoring, 6-factor domicile model, day-count tracking, workday allocation, and CA/NY/IL statutory residency traps.
Every conclusion links back to the statute, regulation, form instruction, or revenue guidance it depends on. No uncited tax advice. CPAs can override any assumption.
Client-facing PDFs and DOCX workpapers with your firm logo, full calculation traces, and embedded source citations. Exports in one click after partner review.
Five roles (Admin, Partner, Manager, Staff, Read-only), invite by email, MFA enforced for senior roles, and a full audit log with date-range filtering and CSV export.
Pricing
Annual contracts. No per-scenario charges. The professional tier is built around the way growing firms actually price advisory engagements.
Solo and small CPA firms
Growing advisory firms
Talk to us
We’ll walk through a real scenario from your practice — PTET, residency change, or remote-worker allocation. Usually 20 minutes.
Set up your firm in 2 minutes. 7-day free trial — no charge until you decide to continue.
Start free trial