Company Filing History:
Years Active: 2009-2010
Title: **Inventor Profile: Bradley K. Peak**
Introduction
Bradley K. Peak is an innovative inventor based in Parkville, Missouri. He has made significant contributions in the field of tax technology, focusing on creating solutions that streamline the tax preparation process for both taxpayers and tax professionals. With a total of two patents to his name, Peak’s inventions aim to enhance the efficiency and effectiveness of tax-related decisions.
Latest Patents
Bradley K. Peak holds two notable patents that showcase his expertise in tax software innovations:
1. **System and Method for Identifying Tax Savings Opportunities for a Taxpayer**
This computerized tax savings tool helps in adjusting a taxpayer's taxable income to uncover potential tax savings opportunities. It is designed as a component of proprietary tax preparation software, facilitating tax return preparation for clients of tax firms. The innovation automates calculations for legal strategies that taxpayers can employ to decrease their Adjusted Gross Income (AGI) in both current and future tax returns, thereby maximizing deductions, exemptions, and credits permitted by tax codes. Taxpayers and preparers can review the generated onscreen reports, which detail specific actions to lower taxable income and related tax liabilities.
2. **System and Method for Generating a Personalized Tax Advice Document**
This invention enables the creation of tailored tax advice documents by integrating an advice protocol into tax preparation software. It generates relevant financial advice statements based on data from a taxpayer's income tax return. The system derives financial recommendations linked to specific financial triggers, which are assessed according to tax return data. Whenever trigger conditions are met, it computes the potential benefit, allowing personalized financial recommendations to be compiled into a printed tax advice document for the taxpayer.
Career Highlights
Throughout his career, Bradley K. Peak has worked with reputable firms such as H&R Block Tax Services LLC and HRB Tax Group, Inc. During his tenure, he has honed his skills in tax preparation and tax technology, establishing himself as a valuable asset in the industry.
Collaborations
Bradley has collaborated with several professionals, including Jennifer L. Buckner and Kathryn T. Burlison. These collaborations highlight his ability to work effectively within teams to advance tax-related technological solutions.
Conclusion
Bradley K. Peak is a notable inventor who has made strides in tax technology through his innovative patents. His work aims to simplify tax preparation and enhance the financial well-being of taxpayers. As he continues to develop solutions for the evolving tax landscape, his contributions are sure to impact both tax professionals and their clients positively.