AI-TaxPlan
How it worksPricingFor firms Sign in Start free
For CPAs, EAs & tax advisory firms

Find your clients tens of thousands in tax savings — in 30 seconds.

Upload a return. Three AI specialists surface every qualifying strategy, verified for IRS defensibility. You review and send a branded plan clients actually accept.

Start free See a demo
Analysis complete
$84,575/yr
S-Corp Election$22,150
Charitable Gift Financing$38,200
1,200+ firms$2.4B in savings found40+ strategiesIRS-defensible & cited
How it works

Three specialists. One workflow.

1
The Inspector
Reads the return and builds a complete financial profile — income, entity, deductions, gaps.
2
The Strategist
Matches 40+ strategies against the profile and ranks them by dollar impact.
3
The Auditor
Verifies every recommendation for risk and IRS defensibility, with citations, before you see it.
The math for your firm

Charge for value, not hours.

The average plan finds $54,000/yr in savings. At a 20% advisory fee, that's $10,800 per client — from a 30-second analysis.

$54K
avg found / client
5×
fee-to-cost ratio
Pricing

One plan. No per-client fees.

Solo
$99/mo
1 seat
Unlimited analyses
Client portal
Branded plans
Start free
Popular
Practice
$249/mo
3 seats · then $59/seat
Everything in Solo
CRM & pipeline
Website widget + campaigns
Start free
Lifetime
$2,400 once
Solo, paid once
All Solo features forever
No monthly bill
Priority support
Get lifetime

Run your first analysis free.

No card required. See the savings before you commit.

Start free
AI-TaxPlan© 2026
PrivacyTermsSecurityContact