A tax review built on Tiffany's method

The tax questions you never knew to ask.

Tell Portal about your year in plain words, and Tax Radar finds the questions worth taking to a CPA. Each finding says why it surfaced, what is still missing and the next step.

Start in TelegramTiffany's code TAX is already insideStart in the browserNo app to install
  • Plain words. You never need the tax vocabulary.
  • Documents are optional. No account is connected.
  • At your pace. Stop and pick up where you left off.
Tiffany smiling, in a white blazer and a blue patterned blouse, against a dark gray wall
@tiffanythaodangon LinkedIn
Tax Radarprivate chat · your Portal
Pick a moment to see how a finding takes shape
0:12I sold company stock this year, and some of my other shares are worth less than I paid.07:39
Worth a look: losses beside the sale. Your question for a CPA:Would realizing these losses help this year without hurting my goals?Why it surfaced: Eligible losses can sometimes offset gains. The real gain, your lots and your dates decide, so it stays a question until the records are in.07:40
Would realizing these losses help this year without hurting my goals?
Added to your plan, with what is still missing. Portal checks the rule for your year before calling anything a fit.
I started doing design work for clients on the side this spring.07:39
That opens a business branch. Your question for a CPA:Which of my costs count as business expenses?Why it surfaced: Software, equipment and supplies you pay for yourself may count, with records behind them. Which ones fit is what to check.07:40
Which of my costs count as business expenses?
Added to your plan, with what is still missing. Portal checks the rule for your year before calling anything a fit.
We bought our first home in March.07:39
A home opens a few questions. Your question for a CPA:Does itemizing beat the standard deduction for us this year?Why it surfaced: Mortgage interest and property taxes may matter, depending on your year. Comparing both ways comes before any claim.07:40
Does itemizing beat the standard deduction for us this year?
Added to your plan, with what is still missing. Portal checks the rule for your year before calling anything a fit.
0:08My old car just sits in the garage. I might donate it.07:39
Worth comparing before you act. Your question for a CPA:Donate it or sell it: which fits my year better?Why it surfaced: Whether a donation changes your tax depends on whether you itemize, what the charity does with the car and the records. Selling may fit better.07:40
Donate it or sell it: which fits my year better?
Added to your plan, with what is still missing. Portal checks the rule for your year before calling anything a fit.
I moved to another state in July.07:39
Two states may each have a say. Your question for a CPA:How is my income split between the two states?Why it surfaced: A move in the middle of the year can mean a return in each state, each with its own rules. Dates and where you worked matter.07:40
How is my income split between the two states?
Added to your plan, with what is still missing. Portal checks the rule for your year before calling anything a fit.
We give to our church every month, but we never itemize.07:39
Giving has its own rules. Your question for a CPA:Do our gifts count if we take the standard deduction?Why it surfaced: How giving is treated depends on the tax year and on whether you itemize. Portal checks the current rule first.07:40
Do our gifts count if we take the standard deduction?
Added to your plan, with what is still missing. Portal checks the rule for your year before calling anything a fit.

These examples were written for the page. Your findings will come from your own year and place.

Sound familiar?

It's not the forms. It's the questions nobody asked you.

  • You file every year and still don't know what you could have asked.The software asks what it asks. Nobody asks about your life.
  • A big change came this year: a sale, a move, a home, a side business.Each one opens questions, and most of them are easier to ask before the year closes.
  • Your CPA's hour goes to forms, not to hunting for what fits your life.A good CPA has limited hours. Walking in with the right questions changes what that hour is for.
  • Tax words make you feel slow, so you stop asking.Here you answer in plain words. You never need the name of a deduction.
  • Viral tax tips sound great, and you can't tell which ones apply to you.Portal checks each rule against an official source for your year before calling anything a fit.

How it works

Three steps, from your words to a CPA's desk.

  1. Tell your yearSalary, shares, a home, a side business, a move, giving. Plain words are enough, and documents are optional.I sold company stock and bought a home this year.
  2. Answer a few questionsPortal asks one or two questions at a time, only the follow-ups your picture needs. Stop whenever you like; your place is kept.Do any of your shares sit below what you paid for them?
  3. Take findings to your CPAEach finding says why it surfaced, what is still missing and the next step, with a question ready for your CPA.Would realizing these losses help this year?Why it surfaced: a focused question gets a focused answer.

Where it comes up

Your year is the material.

Tax questions start in ordinary places. These were written for the page; yours will come from your own year.

  • Client meetingIs this trip a business cost?
  • Kitchen tableWhich receipts should I keep?
  • After the doctorDo these bills count this year?
  • A new leaseWe moved in July. What changes?
  • A call with your CPAThree questions for this year.
  • Awake at 2 a.m.What did I never think to ask?

One finding at a time

From a hunch to a question worth asking.

A finding moves one step at a time. Unknown stays unknown until a fact or a record settles it.

  1. 1. NoticeSomething in your year opens a question: a sale, a move, a home, a new client.
  2. 2. InvestigatePortal asks the follow-ups and checks the rule for your year and place.
  3. 3. Needs evidencePortal names the one record or answer that would settle it.
  4. 4. Ready for reviewThe finding has all five parts and a question for your CPA.
  5. 5. Your CPA decidesYour CPA confirms or rules it out, and you choose what to do.

A finding that does not fit is closed, with its reason, and stays closed unless your facts change.

This is Tiffany

“As an HR professional, I always strive to use technology to enhance human work, not replace it.”

Tiffany runs operations at Portal. She helped the company secure a six-figure amount in federal research and development tax credits it already qualified for. Most people never hear about the credits that fit their life, so Tax Radar looks first, and you walk into the professional's office knowing what to ask.

@tiffanythaodang on LinkedInTiffany shaped the method. Portal asks the questions; your CPA makes the call.

Our promises

Careful with your year, honest about what's unknown.

  • Plain words firstYou never need the name of a deduction. Portal asks about your life and explains any tax word in one sentence.
  • Unknown stays unknownA missing fact is recorded as unknown, never as a no, and Portal names the record that would settle it.
  • The rule for your yearBefore a finding rests on a rule, Portal checks an official source for your tax year and place. If sources disagree, the finding stays open.
  • No spending to chase a deductionPortal never suggests buying or donating just to get a deduction, and any estimate comes with its assumptions.
  • Your CPA decidesA finding is a question for a professional, not a confirmation. Portal does not file, and you choose your adviser.
  • Only when you askPortal does not watch your accounts or the law between chats. A check-in reminder is set only if you ask for one.

Questions

Before you start

Is this tax advice?

No. Portal is not a CPA, does not file taxes and does not give tax advice. Tax Radar helps you find the questions worth asking and prepares them for a professional, who confirms or rules them out.

Am I talking to a bot?

Yes. Portal runs on AI and never hides that: this is your own agent in Telegram or in the browser, working with Tiffany's method. Portal never speaks for her.

Who sees what I tell Tax Radar?

Your tax profile is one file in your own Portal workspace, and that file never leaves it. Who else can see a chat, and when, is in the privacy policy.

Which taxes does Tax Radar cover?

Personal taxes, a business you own, or both, in any country or state. Every finding is tied to a tax year and a place, and each rule is checked against official sources for that year.

Do I need documents?

No. Your answers are enough to start, and estimates are welcome. A document you share in the chat speeds things up: Portal reads every page and asks you to confirm the facts. Nothing connects to your bank or brokerage.

I already have a CPA. Why this?

So the hour with your CPA goes to the right questions. You arrive with your year in order: the findings, what is still missing, and a question for each.

I already use Portal. Can I add Tax Radar?

Yes, while your Portal plan is active: the Telegram button adds the skill to the agent you already have, and on the web it joins the account you are signed in to.

The thing that keeps you up at night is where we start.

Write it the way it comes out. Then come a few plain questions and your first findings.

Start in TelegramTiffany's code TAX is already insideStart in the browserNo app to install

Telegram opens your own Portal with Tiffany's code TAX already inside, so there is nothing to type. Already have an active Portal plan? The same button adds Tax Radar to your agent.

In Tax Radar you talk to Portal's AI. Portal works from your answers and the documents you choose to share, and never speaks for Tiffany. Portal is not a CPA, does not file taxes and does not give tax advice.