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@lukaivicev The key to using @cfosilvia is to give her context about your current situation and what you want to accomplish. You can upload your tax returns, K-1s, W-2s, 1099s, and all of your transactions across credit cards, bank account, and brokerage. Don't forget to include alternative assets because lots of tax alpha there as well. Tell her to interview to get whatever information she needs so she can do the best job on tax for you. It is pretty magical IMO. Let me know if you have any feedback after trying it.