Built for Financial Planners & Investment Advisors to turn Tax Returns into Actionable Strategies.
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Tax projections are only useful if they lead to good decisions.
Tax Planner Pro evaluates tax strategies using CPA-style logic to help advisors focus on what really matters - not just what looks good on paper.
Each client's plan is organized into strategies to recommend now, monitor for later, or avoid entirely based on real-world feasibility.
Whether your client is W-2, business owner, or both, Tax Planner Pro organizes the inputs the way you think about them—income, expenses, and ownership—then translates that into projected taxable income and expected tax outcomes.
It’s built to handle real client complexity while staying understandable in an advisor meeting.
Get StartedClients don’t need tax code—they need clarity.
Your strategy library includes visual comparisons (like 401(k) vs. pension plans) and simple fit/eligibility tables so you can explain options quickly.
Choose the right approach for the client’s entity type, and justify recommendations in plain English.
Run a base projection next to a scenario and instantly see what changes—income, withholding, retirement contributions, and other variables—without guessing.
This is built for real-time planning conversations where the client asks, “What happens if we do X?” and you need a confident answer.
Deploy logins to your staff members and assign clients to each member. Now your staff can work collaboratively on each tax plan and you can make any tax plan client (or yourself) private for only you to access.
Your deliverable should make the plan obvious.
Reports include a tax breakdown visual (what’s driving the bill) and a marginal bracket table (where the next dollars are taxed) so clients understand what’s happening and why your planning recommendations matter.
Click Here Sample Report
Instead of guessing what to recommend, start with a pre-built shortlist.
The engine shows recommended amounts and projected savings side-by-side, and you can adjust the amounts before adding them to the deliverable.
Every line has “Details” so the recommendation is easy to defend and explain.
When you want to impress your clients, you need a deliverable that looks as good as the service you provide. Take a look at this sample report, this is one of 3 different templates in Tax Planner Pro.
Each is completely customizable, so you can add your logo, change colors of different sections, and add/remove text anywhere you want. Make it exactly what your clients want from your planning services.
No fancy or complicated advice here! Each planning idea has detailed instructions of what you need to do to implement the strategy. We put our advice in “common sense” terms that you can quickly understand and put to work to save you money!
With 100’s of different planning tips, you will have a treasure trove of “tax busting” moves you can make.
Tax Planner Pro, LLC, and related entities are each legally separate and independent entities, which cannot obligate or bind each other in respect of third parties and with each entity liable only for its own acts and omissions and not those of each other.
Material discussed is meant for informational purposes only, and it is not to be relied on as investment, tax, or legal advice. Although the tax guidance has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.
Additionally, at times we may discuss the law or new and pending legislation. Please know our understanding of it is constantly changing, and you cannot and should not rely upon us for legal, financial, or accounting advice.