Tax Planner Pro
6.0#16 in tax planning softwareFrom $49 a monthWebAPI
VisitTax Planner Pro vs TaxCalc
What both publish
| Fact | Tax Planner Pro | TaxCalc |
|---|---|---|
| Headquarters | 3301 Bonita Beach Rd., Suite 312, Bonita Springs, FL 34134, United States | Wokingham, England, UK |
| Integrations | The site says LedgerHQ can connect in Firm Settings and provide business profit-and-loss data for projections. | Accounts Production imports year-end trial balances from Xero, QuickBooks or FreeAgent and can export journals and adjustments back. |
| Support | The site lists Nova AI as an in-app support agent. | The company says every licence includes unlimited UK-based support from accountancy-trained specialists by phone and email, Monday to Friday. |
Tax Planner Pro plans
- Tax Planner Pro Full Access$49 a month
- 10 OCR Credits$100, paid once
- 25 OCR Credits$200, paid once
- 40 OCR Credits$300, paid once
TaxCalc plans
- TaxCalc 2026 Individual 6£42 a year
- Engager Practice Management — up to 5 clients£9 a month
- Self Assessment tax software£42, paid once
- Accounts Production 12£164 a year
- Individual 12£187 a year
Pick Tax Planner Pro if…
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.
Pick TaxCalc if…
TaxCalc may suit UK accountancy practices, in-house finance teams, sole traders and individuals preparing returns or statutory accounts. Its product range includes support for self-employment and investment income.