Tax Planner Pro
Tax Planner Pro is paid, advisor-only tax planning software for turning tax returns into scenarios, proposals, and planning decisions.
What Tax Planner Pro is
Tax Planner Pro is paid, advisor-only tax planning software for turning tax returns into scenarios, proposals, and planning decisions. It calculates federal and all 50 state income taxes for tax years 2025 through 2030. Advisors upload 1040 or 1040-SR PDFs, then review AI-powered OCR extraction. The software supports unlimited projection columns, cloned scenarios, Excel export, a Roth conversion solver, and a 25-year Roth projection with withdrawal-order and break-even analyses. It checks returns against 75 active strategies across seven categories and exports branded client-ready PDFs and pre-engagement Proposal Reports. Team management provides owner and member roles with shared firm access, while no client portal or login is required. Full Access costs $49 a month, billed monthly and cancelable anytime, with unlimited clients and projection columns. Two OCR credits are included at signup; there is no free plan or free trial.
Good
- Calculates federal and all 50 state taxes
- Supports unlimited projection columns
- Includes Roth conversion and 25-year analysis
- Exports branded PDF and Excel reports
- Provides shared team client access
Watch out
- No free plan or free trial
- Client portal and client login are unavailable
- Full Access costs $49 a month
- Additional OCR credits require one-time purchases
Who it suits
Tax Planner Pro is intended for solo CPAs or EAs, RIAs and wealth-management firms, and CPA–financial advisor partnerships. It suits advisors who need multi-year tax scenarios, Roth analysis, and client-ready reports.
Verdict
Tax Planner Pro concentrates on advisor workflows, detailed tax calculations, scenario modeling, and presentation-ready reports. Its paid, advisor-only structure and lack of client portal should guide fit decisions.
Plans and prices
From Tax Planner Pro's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Tax Planner Pro Full Access | $49 a month | Unlimited clients and projection columns · Includes 2 OCR credits at signup · Nova includes $5 in TPP House Model usage each month · Billed monthly · Cancel anytime |
| 10 OCR Credits | $100, paid once | $10 each · Purchased inside the app after subscribing · One-time payment |
| 25 OCR Credits | $200, paid once | $8 each · Purchased inside the app after subscribing · One-time payment |
| 40 OCR Credits | $300, paid once | $7.50 each · Purchased inside the app after subscribing · One-time payment |
The facts
Each one read from Tax Planner Pro's own pages, with the date it was checked.
What it does
- Advisor use
- The product describes itself as advisor-only, with no client portal or client login required.checked 7 Oct 2026
- AI and agent access
- The Full Access plan includes Nova, an MCP connector, and Agent API access; the site also says Nova drafts client emails for advisor approval before sending.checked 7 Oct 2026
- Audience
- The maker identifies solo CPAs or EAs, RIAs or wealth management firms, and CPA–financial advisor partnerships as intended users.checked 7 Oct 2026
- Data handling
- The maker says client data stays in the user's account and is not sold or shared.checked 7 Oct 2026
- Integrations
- The site says LedgerHQ can connect in Firm Settings and provide business profit-and-loss data for projections.checked 7 Oct 2026
- Purpose
- Tax Planner Pro is tax planning software for advisors that turns tax returns into scenario analyses, client proposals, and planning decisions.checked 7 Oct 2026
- Reports
- Users can export branded client-ready PDF reports and pre-engagement Proposal Reports.checked 7 Oct 2026
- Return upload
- The software accepts 1040 or 1040-SR PDFs and uses AI-powered OCR to extract return fields for review and confirmation.checked 7 Oct 2026
- Scenario modeling
- Users can create unlimited projection columns, clone scenarios, and export each scenario column to Excel.checked 7 Oct 2026
- Support
- The site lists Nova AI as an in-app support agent.checked 7 Oct 2026
- Tax calculations
- It provides federal and all 50 state income tax calculations, with tax years covered from 2025 through 2030.checked 7 Oct 2026
The company
- Headquarters
- 3301 Bonita Beach Rd., Suite 312, Bonita Springs, FL 34134, United Stateschecked 28 Sep 2026
- Team access
- Team management supports owner and member roles with shared client access across a firm.checked 7 Oct 2026
Money
- Planning strategies
- The product says it checks returns against 75 active planning strategies across seven planning categories.checked 7 Oct 2026
- Roth planning
- The product includes a Roth conversion solver and a 25-year Roth projection with withdrawal-order and break-even analyses.checked 7 Oct 2026
- Trial and guarantee
- The site offers two free OCR credits at signup and a 7-day money-back guarantee, and states that there is no free trial.checked 7 Oct 2026
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