tax planning software for tax professionals
Turn Every Tax Return into an Advisory Opportunity.
Turn preparation clients into advisory engagements, without adding a single new name to your book.
Annual revenue per client
Average Earnings ($)Bar chart comparing annual revenue per client. Tax preparation clients generate $1,500, while tax planning clients generate $10,000 or more.
See how tax alpha works
Watch the full workflow in action.
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.
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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.
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?
Try for free to see it first.