Built for Financial Planners & Investment Advisors to turn
Tax Returns into Actionable Strategies.
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.
Tax Planner Pro allows up to 10 staff members to access the program with customized login credentials and permissions. $250 for each user.
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.
The new reporting module allows you to present your tax plans, strategies, projections, estimated tax payments, and more.
Show clients you are proactive and working to lower their tax by deploying the information they need to make informed, tax saving decisions.
Need to run multiple scenarios and see the impacts side by side? Our new simulator has everything you need to run what-if scenarios and see different tax simulations side by side.
You can choose different tax years, different company incomes, and any other variable you need to modify and test the best planning solutions.
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.
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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...
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.
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!
The reports module gives you a clear and robust deliverable to provide clients and serves as the basis of planning meetings and engagements.
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!
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.
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!
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.