Abstract: A method for generating a visualization. The method includes receiving, from a user a request to complete a tax form including a first field, presenting a first and second tax query corresponding to the first field, receiving a first response corresponding to the first query and a second response corresponding to the second query, and determining a first value corresponding to the first field using a decision tree corresponding to the first field, and the second response. The method also includes generating a completed tax form including the first value in the first field, generating a visualization corresponding to the first field which graphically depicts a relationship between the first value and the first response and the second response, and displaying the completed tax form and the visualization on a display device with the completed tax form depicting a relationship between the visualization and the first value.

Abstract: A method for managing tax return preparation includes receiving employee first information from a first company on behalf of a first employee, and preparing a tax return using the employee first information. The method further includes access to the tax return being provided to the employee. When the employee is satisfied, authorization is received to file the tax return on behalf of the employee and the tax return is filed with a tax authority.

Abstract: A system and method for completing a financial form including generating a navigation path by selecting a plurality of financial events, where the navigation path is used as a framework to complete the financial form, selecting a webinar event from the plurality of financial events in the navigation path, where the webinar event is one of the plurality of financial events associated with at least one webinar related to one of the plurality of financial events, and completing at least a portion of the financial form using the at least one webinar.