For tax professionals & advisors
Comprehensive Tax Plans. In Minutes.
Run the numbers on 100+ strategies across Roth conversions, capital gains, and entity structure, and deliver a client-ready plan in a single sitting.
SCENARIO MODELING
Show clients exactly what you save them.
Each strategy shows its full federal and state impact, tied to the specific lines it touches. Stack scenarios to find what works best for the client.
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.
Chat
Stop flipping between the return, your notes, and Google. Ask anything about a client's situation and get answers backed by their actual numbers and cited IRS guidance.
Plan
Stack strategies and see federal and state impact side-by-side with the baseline. Let AI surface angles a manual search would miss.
Propose
Turn the winning scenario into a client-ready proposal in one click. Editable, professional, and ready to send. Your time goes to advising, not formatting.
AI you can put in front of clients.
Built for professionals who sign their name to the work.
- 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.
Ready to see it in action?
Get beta access to see it first.