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Tax Planning Software for Accountants

Tax Projections , Strategies, and Reports for Tax Accountants & Bookkeepers.

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What Will My Taxes Be This Year?

Tax Planner Pro creates a tax projection for you that updates each week as your business financials change.  With this tax planning software you will always know what the TaxMan is going to want at tax time.  Now you can stop the aggravation and surprise of tax time...

How Can I Lower My Tax Due?

Tax Planner Pro recommends tax strategies and ideas that can save you thousands of dollars.  The plans are easy to implement and are “CPA Tested”  Each strategy has an implementation plan for you to follow and customer support is just a click away!

Close More Business With Tax Planning

See "Real World" examples of how tax planning sells...

Accountants have a choice to make every time they sit down with a potential prospect.  How will you offer your services?  How will you price them?  What will differentiate you from other accountants?

This free eBook explores how tax planning can make closing sales easier, and even how it can bring clients through the door.

Download eBook

Automated Tax Projections

Until now, tax projections have been nearly impossible for the accountant to do quickly and effectively. Manually doing tax projections and authoring deliverables takes hours.

Tax Planner Pro changes all that, with a simple interface, easy to understand guides, and professional tools to save you time and make more money.

Small Business Tax Planning

Once you connect your client's financial information to Tax Planner Pro, our tax strategy engine called IVAN will analyze your current financial position and prepare a customized tax plan for you and your business.

We will show you how to reduce your client's tax bill to just $1.00 dollar guaranteed.  It may take 2 planning ideas, it may take 10 of them, but we will get your taxes down!

Multiple-Business Projections & Planning

For anyone who owns multiple businesses, Tax Planner Pro created "Hydra" that can sync up to 8 QuickBooks Online or Xero businesses to a single taxpayer.

With Hydra, you can mix and match business types, bookkeeping platforms, and more.  The projections and returns show the consolidated results of all businesses.

Sync Your Bookkeeping

Tax Planner Pro automatically stays up to date every week with automatic syncs to QuickBooks Online and Xero.  Setup is easy and only takes a few minutes.

Once you are up and running, Tax Planner Pro will automatically update client projections as their business financial information changes.

Proactive Updates & Advice

Tax Planner Pro will update your tax projections and options each week so that you have the most up-to-date information at your fingertips. 

With our QuickBooks Online sync, you don’t have to remember or plan your work.  Tax Planner Pro will email you when new information is available and what planning options you have.

Upload Your Tax Returns

Tax Planner Pro can read your tax returns and do all the data entry for you.  The first software of it's kind to completely automate the tax planning process.

Tax Planner Pro can read your Form 1040 and supporting schedules.

Simply upload your tax forms from last year to the "Vault" and Tax Planner Pro will do the rest!

Sample Report Template

This is one of 3 templates Tax Planner Pro offers.

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.

Download Report Template

IVAN Knows The Code

The AI Machine Behind Our Tax Strategies

We programmed IVAN with all of the tax planning knowledge we have aquired over decades of working for small business owners.  IVAN knows every IRS code and Tax Court case, and uses that knowledge to find savings that are hidden from us humans... 


Hollywood quality they are not, but they will make you a pro 

Full Software Demonstration

Tax Planner Pro is simple to setup and easy to use.  This detailed tour of the app will show you everything you need to know about how to start tax planning today. Run time 53 minutes.

See Our Powerful Planning Module

Inside Tax Planner Pro lives IVAN, a powerful Artificial Intelligence (AI) program that has the wisdom to choose the best tax strategies for you and your business.

Watch this video to see IVAN in action!

Reporting for Accounting Clients

The reports module gives you a clear and robust deliverable to provide clients and serves as the basis of planning meetings and engagements.

Run "What Ifs" with The Simulator

The Tax Planner Pro Simulator will show you how different strategies will impact your tax return and lets you experiment with different amounts and plans.

Watch this video to see how it works!

Step-by-Step Instruction

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.

Clients love Tax Strategies.

Dramatically Reduce Their Tax Bill Instantly.

First you will project your client's tax returns with our state of the art tax projection software. Calculate federal and state taxes and keep them up to date week after week.

Then show them some of the strategies they are not yet taking advantage of and help them save money. They will love you for it!


Billed with no “surprises” or “extra fees” 

Tax Projections Only

Tax Projections + Tax Strategies & Planning



Renewals 20% off


Oct 1: Increase to $1,299

Unlimited Clients
Access for 1 year
Business Projections
Personal Projections
Tax Plan Simulator
Basic Reports
Chat Support



Renewals 20% off


Oct 1: Increase to $1,299

Unlimited Clients
Access for 1 year
Business Projections
Personal Projections
Tax Plan Simulator
Tax Strategy Module
Advanced Reports
Priority Chat Support




Oct 1: Increase to $1,299

No Renewals Necessary

Unlimited Clients
Access Forever
Business Projections
Personal Projections
Tax Plan Simulator
Tax Strategy Module
Advanced Reports
Priority Chat Support
Forever Software Updates

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