Turn Tax Planning Into a Profitable Service
Upload a tax return, identify tax-saving opportunities, build professional client presentations, and deliver tax plans in minutes.
Free webinar. No card required to get started.
Why Tax Firms Choose TaxPlan Pro
Move beyond compliance work. Add a high-margin advisory service your clients actually feel.
Offer Tax Planning With Confidence
Walk into every planning conversation backed by a structured process and defensible numbers — not a blank spreadsheet.
Increase Revenue Per Client
Turn one-time return prep into a recurring planning engagement and grow average revenue per client by thousands.
Deliver Better Client Presentations
Hand clients a clean, branded plan they understand in five minutes — and refer their friends from.
Create Plans Faster
Go from imported return to finished plan in a single sitting, not a week of back-and-forth.
See it in action
Every step of a planning engagement, in one place.
Start with the return your client already has
Drop in a 1040 PDF and we pull the line items you need. No re-keying, no copy-paste.
See the highest-impact strategies first
The platform surfaces the strategies most likely to save your client money, ranked by estimated impact — so you spend time advising, not searching.
Compare baseline vs. strategy side by side
AGI, taxable income, effective rate, total tax and projected savings — all in one view your client can read.
Present the plan like an advisor, not a preparer
A full-screen, branded slideshow built for screen-share meetings. Walk through the savings on a clean, focused stage.
Leave behind a deliverable that justifies the fee
One click produces a branded PDF and editable PowerPoint your client can share with their spouse, attorney, or financial advisor.
From Tax Return to Client Presentation
A repeatable six-step engagement you can run with every planning client.
Upload return
Drop in the client's prior-year 1040 to start the engagement.
Review imported data
Confirm income, deductions, and entity details in seconds.
Generate recommendations
Surface the highest-impact strategies tailored to the return.
Compare scenarios
Stack strategies and show the dollar impact side by side.
Present findings
Walk the client through a branded, full-screen presentation.
Export PDF or PowerPoint
Hand off a polished deliverable that closes the engagement.
Built By Tax Professionals
TaxPlan Pro was built from inside a working tax practice — not from a software lab. Every workflow, calculation, and deliverable was shaped by real client engagements, real proposals, and real conversations across the desk.
We designed it for firms who want to move beyond compliance work and deliver professional planning engagements clients are happy to pay for. If you've ever cobbled together a planning deliverable in Excel and Word the night before a meeting, this is the tool we wished existed.
Founding Member Offer
Lock in founding member pricing for life.
Lock in this rate for life. Price increases for future members.
- Locked-in founding member pricing — forever
- Unlimited clients and scenarios
- AI strategy recommendations
- Branded PDF, PowerPoint, and live present
- Firm branding (logo, colors, contact)
- Priority support and direct access to the founding team
- Cancel anytime
The 5 Reasons Most Tax Firms Struggle To Build A Profitable Tax Planning Practice
Before you tour the software, spend 45 minutes with us on what actually moves the needle when a firm tries to add planning as a paid service — and the five traps we see firms fall into again and again.