Hazel AI Tax Planning
Hazel AI Tax Planning is a web-based tax planning agent for financial advisors and advisory firms.
What Hazel AI Tax Planning is
Hazel AI Tax Planning is a web-based tax planning agent for financial advisors and advisory firms. It analyzes clients’ financial documents alongside information about their circumstances and goals, then recommends ways to optimize investments, maximize deductions, and plan for retirement. Advisors can choose planning scenarios and see updates in real time. Hazel says it covers cases such as business exits, donor-advised fund strategy, and cross-border tax planning. It can draft a client tax letter and interactive report with advisor notes and talking points, and can sync with email, calendars, CRMs, and custodians to collect client data. The listed Tax Planning Agent costs $160/user/mo, billed by month and seat; there is no free plan, but a 14-day trial is listed. Hazel says customer data is encrypted in transit and at rest, stored in the United States, and deleted after processing. Its outputs are informational only, not tax or investment advice, and are not guaranteed accurate or complete.
Good
- Models selected tax scenarios in real time
- Drafts client letters and interactive reports
- Syncs with email, calendars, CRMs, and custodians
- Lists a 14-day trial
Watch out
- No free plan is available
- Costs $160/user/mo
- Outputs are not tax or investment advice
- Output accuracy or completeness is not guaranteed
Who it suits
Hazel is intended for financial advisors and advisory firms preparing personalized tax plans and client reports. It may suit advisors who want to model tax scenarios and connect client information from business systems.
Verdict
Hazel brings document-based tax analysis, scenario modeling, and client reporting into an advisor-focused web tool. Treat its output as informational rather than professional advice, and account for the per-seat monthly price.
Plans and prices
From Hazel AI Tax Planning's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Tax Planning Agent | $160 a month | Everything in the Hazel Platform · Draft client-ready tax planning reports · Multi-year tax strategy modeling · Surface hidden tax opportunities · Roth conversions and capital gains management · Answer clients’ tax questions live · month/seat |
| Full Hazel Suite Enterprise Plans | Priced on request | For larger firms needing a high volume of seats · Access every agent · Dedicated onboarding · Discounted pricing available · Contact sales |
The facts
Each one read from Hazel AI Tax Planning's own pages, with the date it was checked.
What it does
- Client reports
- Hazel can draft a professional tax letter and interactive client report with advisor notes and talking points.checked 30 Sep 2026
- Data protection
- Hazel says AI model providers and subprocessors are contractually prohibited from using customer data for training or secondary purposes, and that data is deleted after processing.checked 30 Sep 2026
- Edge cases
- Hazel says it is designed to cover scenarios including business exit planning, donor-advised fund strategy, and cross-border tax strategy.checked 30 Sep 2026
- Encryption and storage
- Hazel says data is encrypted in transit using TLS 1.2 or higher and at rest using AES256, and stored in the United States.checked 30 Sep 2026
- Important limitation
- Hazel says its outputs are informational only, are not tax or investment advice, and are not guaranteed to be accurate or complete.checked 30 Sep 2026
- Integrations
- Hazel can sync with email, calendars, CRMs, and custodians to collect and use client data.checked 30 Sep 2026
- Purpose
- Hazel’s tax planning agent helps financial advisors create personalized tax plans for clients.checked 30 Sep 2026
- Recommendations
- The agent provides recommendations to optimize investments, maximize deductions, and plan for retirement.checked 30 Sep 2026
- Scenario modeling
- Advisors can select tax-planning scenarios and see the plan update in real time.checked 30 Sep 2026
- Security
- Hazel says it has achieved SOC 2 Type II and completed an independent penetration test in August 2026.checked 30 Sep 2026
- Support and security documents
- Hazel says qualified parties can contact it to request complete security and privacy policy documentation.checked 30 Sep 2026
- Tax analysis
- Hazel analyzes clients’ financial documents alongside information about their situations and goals to build personalized tax plans.checked 30 Sep 2026
- Who it is for
- Hazel is presented as a tool for financial advisors and advisory firms.checked 30 Sep 2026
The company
- Headquarters
- Culver City, California, USAchecked 28 Sep 2026
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