RetireTax Scan Pro introduced a focused tax-return discovery workflow for financial advisors working with retirement-focused prospects and clients.

The software uses manually entered, selected information from a completed 2025 federal tax return and a concise household conversation to organize ten preliminary review areas: Roth conversion review; future required-minimum-distribution pressure; surviving-spouse tax outlook; Medicare IRMAA sensitivity; Social Security taxation review; dividends and capital gains; charitable giving and QCD eligibility; estate and beneficiary questions; retirement-income coordination; and life-insurance purpose and coverage review.

The resulting report is designed to help an advisor organize follow-up questions and identify subjects that may warrant deeper analysis or coordination with a qualified tax or legal professional. RetireTax Scan Pro does not prepare tax returns, determine tax liability, create a comprehensive tax projection, prescribe transaction amounts, or replace professional or supervisory review.

The product publishes its supported-tax-year methodology, limitations, editorial standards, pricing, compliance information, and security and privacy materials on its website. A crawlable fictional sample report and three authentic fictional-case interface screenshots demonstrate how the current workflow and output are intended to be interpreted without presenting a customer result or promised outcome.