Smarter Year-End Planning with AI Insights & the Tax Widget

[Released on November 5th 2025]

As the year wraps up, most investors are juggling pay slips, tax estimates, and last-minute contribution decisions. It’s easy to lose track of what’s paid, what’s owed, and where you can still make the most impact.

That’s why we’re excited to introduce two new features designed to make this process seamless - AI Insights and the Estimated Tax Widget. Together, they turn your connected data into clear, actionable guidance so you can finish the year strong.

Estimated tax widget

For most people, estimating taxes is a guessing game - balancing pay slips, past filings, and online calculators that never quite align. Alphanso’s Estimated Tax Widget changes that.

Simply upload your latest pay slip, and our system automatically calculates:

• How much you’ve already paid in advance taxes across federal and state levels.
• What you’re projected to owe in the next quarter based on your income trends.
• Where you may need adjustments to avoid penalties or surprise bills in April.

With this view, you’ll always know exactly where you stand - no guesswork, no spreadsheets, and no last-minute panic.

AI insights

While the Tax Widget helps you stay compliant, AI Insights helps you optimize. When you connect your Roth, IRA, and checking accounts, Alphanso analyzes your real-time financial data to highlight opportunities that often go unnoticed.

You’ll instantly see:

• Idle cash that could be earning more through higher-yield or state tax-free options.
• Remaining contribution room across your Roth and IRA accounts before the year ends.
• Personalized recommendations tailored to your actual balances and income data.

Together, these insights turn scattered financial data into clear, confident decisions - helping you act on what matters now instead of realizing what you missed later.

Planning ahead

If you or someone you know wants personalized end-of-year guidance, now’s the time to join.

• Register by December 1 to be included in this year’s planning cycle.
• Sign up by November 15 to receive an early-bird discount.

Spots are limited, so share this with friends or colleagues who’ve been meaning to get their finances organized before the year wraps up.

Love and gratitude

The amazing response to our latest features inspired us to launch Alphanso on Trustpilot.
We’d love to hear your thoughts - your feedback helps shape what comes next.

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In closing

With AI Insights and the Estimated Tax Widget, Alphanso brings clarity, control, and confidence to year-end planning - helping you finish the year prepared, not pressured.