Tax planning software for tax professionals
Create complex tax plans in minutes.
Built specifically for advisors serving high-net-worth individuals, business owners, and complex return situations.
How it works
the full workflow, in four intuitive steps.
From a raw return to a client-ready proposal, without the manual hours in between.
AI you can put in front of clients.
Built for advisors who know security and accuracy are at the forefront of their reputation. Most AI tools train on the data you feed them. Tax Alpha doesn't. Your client information stays redacted, walled off, and under your control.
- No hallucinated numbers
- Numbers run through a rule-based tax calculator, not a language model, so the math is reproducible.
- Cited recommendations
- Every AI suggestion points back to the line, form, or IRS worksheet that supports it.
- You stay in control
- AI makes suggestions, but nothing lands in a proposal until you've reviewed and approved it.
- Visual redaction
- The copy retained for in-app preview is visually redacted, with identifiers masked, including the hidden form-field layer of fillable PDFs.
- Identifier stripping
- Before any text is sent to an AI model, an automated pass removes Social Security numbers, EINs, addresses, emails, phone numbers, bank account and routing numbers, and dates of birth.
- Encrypted, redacted storage
- Extracted text is stored only in redacted form, with an extra layer of field-level encryption. Original unredacted PDFs are deleted right after extraction.
The full planning workflow, in one place.
Chat, model, and deliver. Tax Alpha brings the full planning loop into one place, with AI doing the heavy lifting at every step.
Why Tax Alpha
Why tax pros choose Tax Alpha.
Deterministic math you can defend, deep S-Corp and multi-entity support, and a tool focused only on planning, not filing.
No hallucinated numbers
Every figure comes from a deterministic engine, not a language model guess.
Cited to IRS guidance
Strategies reference the underlying code sections and guidance so you can defend them.
Built for S-Corps
Reasonable compensation, basis, and multi-entity structures are first class, not add ons.
Focused on planning only
We do not file returns. Tax Alpha does one job and does it deeply.
See how tax alpha works
Watch the full workflow in action.
See your advisory alpha
How many you convert to planning
Ready to see it in action?
Sign up for a free demo