jw.yoursite.com

Meet JW,
your on‑demand tax strategist.

An AI agent trained on the playbook of America’s Top Tax Strategist™, built to help business owners, investors, and tribes turn the tax code into cash flow.

Transferable energy credits R&D credits Opportunity Zones Sovereign tribal structures

JW is an AI‑powered educational assistant, not a CPA or law firm. All strategies should be reviewed with your professional tax and legal advisors before implementation.

JW · Tax Strategy Agent Energy, R&D, Opportunity Zones, sovereign structures

live

I’m JW. Tell me about your current tax situation in plain English, and I’ll start a matter for you.

I own a multi‑state HVAC company and we’ve invested heavily in energy‑efficient equipment and R&D.

Great. I see potential in transferable energy credits, R&D credits, and possibly cost segregation. I’ll map this as a new matter so we can keep everything organised.

Matter

Knowledge graph for this engagement

Root node

HVAC Growth Co. – 2024 Tax Strategy

Owner: US citizen · Multi‑state · S‑Corp + real estate holdco

Key branches

Energy investment credits Transferable tax credits R&D credit study Cost segregation Tribal partnership (explore)

Next actions

Upload last 3 years of returns
Import depreciation schedules
Share energy project scopes & invoices

Matter ID: HVAC‑2024‑JW‑001

This is a UI mockup. Your production JW agent will run with real‑time knowledge graphs, audit trails, and secure data storage.

How JW works

1️⃣

Ingest JW’s playbook

Load curated knowledge: JW’s frameworks, vetted strategy decks, FAQs, case studies, and compliance‑approved templates. Keep raw docs in your own storage; JW only sees what you choose.

2️⃣

Spin up tax matters

Every conversation becomes a matter—a structured graph of entities, timelines, entities, and strategies tied to that client or project.

3️⃣

Review & deploy in real life

Export clean briefs for attorneys and CPAs, track assumptions in the matter graph, and keep a full audit trail for lenders, investors, and the IRS.

Human playbook

Jarret Willey

America’s Top Tax Strategist™ · Founder, JW Tax & Consulting

Transferable Energy & R&D Credits Sovereign Tribes & Infrastructure Opportunity Zones Insurance‑based tax‑free growth

JW has spent more than 20 years helping high‑income earners legally eliminate unnecessary tax liability using strategies most CPAs have never heard of—turning the tax code into cash flow and generational wealth.

On this platform, the JW agent is configured with guardrails to mirror that philosophy:

Ask deep discovery questions before suggesting any structure.
Prioritise compliance and documentation over quick hacks.
Highlight when human review by JW’s team or the client’s professionals is required.

Use JW to pre‑qualify opportunities, educate prospects, and prepare internal notes—so your human team spends their time on the highest‑leverage deals.

Ready to launch JW for your firm or fund?

Plug JW into your existing intake, CRM, and deal pipeline. Use matter graphs to keep every tax strategy organised, explainable, and audit‑ready.