Tax Alpha
Tax Alpha is web-based tax-planning software for licensed professionals serving high-net-worth individuals, business owners, and complex returns.
What Tax Alpha is
Tax Alpha is web-based tax-planning software for licensed professionals serving high-net-worth individuals, business owners, and complex returns. Users can upload Form 1040 or Form 1120-S files for extraction of relevant figures, then work toward goals with side-by-side scenario modeling. The platform includes more than 100 vetted strategies, supports custom strategies, and offers an AI copilot, automated planning summaries, and branded editable client proposals. Tax liability, projections, and estimated savings are calculated by deterministic software based on IRS worksheets rather than AI. AI answers cite IRS guidance, while recommendations reference tax-code sections and related guidance. The Federal plan costs $2,500 a year billed annually and includes unlimited clients, the full strategy library, scenario modeling, proposals, and priority support. Federal + State costs $3,000 a year and adds California and Idaho planning. Every plan starts with a two-week free trial. Tax Alpha encrypts data, deletes original unredacted PDFs after extraction, and says customer data is deleted within 60 days after departure. It does not file tax returns.
Good
- More than 100 vetted strategies
- Custom strategy creation
- Side-by-side scenario modeling
- IRS-based deterministic calculations
- Two-week free trial
Watch out
- No free plan
- Starts at $2,500/user/yr
- Does not file tax returns
- State planning limited to California and Idaho
Who it suits
Tax Alpha is for licensed tax professionals handling complex planning engagements, not individual taxpayers. It fits firms that need scenario analysis, strategy libraries, and client-ready proposals.
Verdict
Tax Alpha focuses on documented planning workflows rather than return filing. Its strategy catalog, modeling tools, and cited calculations suit professional advisors who need structured client planning and can work within annual pricing.
Plans and prices
From Tax Alpha's own pricing page, checked 9 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Federal | $2,500 a year | Unlimited clients · Full strategy library · Scenario modeling on existing returns · AI copilot · Automated planning summaries · Client-ready proposals · Priority support · Billed annually. About $208/mo, save $488 a year. |
| Federal + State | $3,000 a year | Everything in Federal · State planning for California and Idaho · Billed annually. About $250/mo, save $588 a year. |
The facts
Each one read from Tax Alpha's own pages, with the date it was checked.
What it does
- AI citations
- AI answers cite IRS guidance, and strategy recommendations reference supporting tax code sections and guidance.checked 9 Oct 2001
- Compliance status
- Tax Alpha says it does not yet hold a SOC 2 attestation and will complete a reasonable security questionnaire annually on request.checked 9 Oct 2001
- Data protection
- The maker says data is encrypted in transit and at rest, tax data receives field-level encryption, and identifiers are stripped before text is sent to AI models.checked 9 Oct 2001
- Data retention
- Original unredacted tax return PDFs are deleted after extraction, and the maker says customer data is deleted within 60 days after a firm leaves.checked 9 Oct 2001
- Integrations and infrastructure
- The security overview names AWS Bedrock and Textract, Railway, and Cloudflare as infrastructure providers; it does not describe product integrations.checked 9 Oct 2001
- Product limit
- Tax Alpha is focused on planning and does not file tax returns.checked 9 Oct 2001
- Purpose
- Tax Alpha is tax planning software for professionals serving high-net-worth individuals, business owners, and complex return situations.checked 9 Oct 2001
- Return upload
- Users can upload a Form 1040 or Form 1120-S for extraction of relevant figures.checked 9 Oct 2001
- Strategy catalog
- The product offers a catalog of more than 100 vetted strategies and lets users create custom strategies.checked 9 Oct 2001
- Support
- The Federal plan lists priority support, and the security page gives [email protected] for questions.checked 9 Oct 2001
- Tax calculations
- Tax liability, projections, and strategy savings are calculated by deterministic software based on IRS worksheets, not by AI.checked 9 Oct 2001
The company
- Maker
- The privacy policy identifies the operator as Tax Alpha Solutions LLC and describes the service as intended for licensed tax professionals, not individual taxpayers.checked 9 Oct 2001
Money
- Planning workflow
- It supports goal optimization, side-by-side scenario modeling, an AI copilot, and branded editable client proposals.checked 9 Oct 2001
- Trial
- Every plan starts with a two-week free trial.checked 9 Oct 2001
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