Home / Tax Planning & Projection AI
8 toolsTax-planning strategy engines, projections and scenario tools, plus IRS transcript and resolution tools, with AI.
Eight tools, most of them with a posted price, that turn a client's 1040 into a plan the client can see the savings in. Holistiplan's OCR reads the return into a tax report for $749 a year on the Basic Tax tier; Tax Planner Pro, built by a CPA for solo CPAs and advisors, starts at $19 a month with Nova, its AI planning agent, on the $49 Max AI plan; TaxPlanIQ's jAIne flags strategies from bulk-uploaded returns at $397 a month; Instead's platform is free with AI agent credits from $30; and Intuit Tax Advisor comes at no additional cost with ProConnect Tax or Lacerte. CCH Axcess iQ predicts which clients a tax-law change affects and drafts the letter.
Two tools cover a narrower job well: TaxRock monitors clients' IRS accounts, decodes notices and lets Rocky, its AI assistant, explain what to do, priced per taxpayer for professionals; TaxTrex documents R&D credit claims for Swanson Reed review, free for accountants. Planning is seasonal, so each listing's note says what you get before year-end and what carries into the return.
Featured spot open. Put your tool at the top of this category for $149/month.
Feature your toolPredictive-intelligence module for CCH Axcess firms that flags which clients a new tax law or event affects and drafts client letters.
AI: AI-enabled predictive intelligence that matches tax events to affected clients in CCH Axcess Tax data; natural-language event summaries and client letter generation
Tax-planning platform whose OCR reads a client's 1040 or IRS transcript into a tax report, then models scenarios, projections and Roth conversions.
AI: OCR that 'reads tax returns in seconds' ('scans over a hundred pages') builds the Tax Report; pay-stub scan and extraction for income projections; AI planning insights on the 2026 roadmap
AI tax platform for firms that builds multi-entity tax plans, quarterly estimates, returns and IRS-resolution workpapers from uploaded documents.
AI: Entity Agent and Firm Agent run research, planning, estimates, filing and IRS-resolution workflows: 1,500+ strategies, scenario modeling, K-1/W-2/1099 extraction, 433-A, OIC and penalty-abatement drafting
Tax-planning module inside ProConnect Tax and Lacerte that builds strategies and client plans from the return data already in the software.
AI: Intuit Assist 'helping build impactful client tax plans' (ProConnect AI page); real-time 'smart suggestions' while building a plan; strategies generated from ProConnect or Lacerte return data
Tax-planning software built by a CPA for advisors and solo CPAs/EAs: upload a return and get federal, state and Roth scenarios from 75 strategies.
AI: Nova, an AI tax-planning agent that reads the return and models scenarios (e.g. a Roth conversion break-even) on request; OCR return upload
Tax planning platform for accounting firms that turns uploaded 1040s into strategy plans, projections and branded client proposals.
AI: jAIne AI tax planning assistant; AI analysis of bulk-uploaded 1040s that flags savings strategies; AI-written projection report narratives
IRS account intelligence that connects to clients' IRS accounts, monitors them continuously and decodes notices, with Rocky, an AI assistant.
AI: Rocky, the AI tax assistant: explains the connected IRS account and notices in plain English, answers questions in context, guides and takes action; IRS Notice Decoder; continuous IRS account monitoring with alerts
R&D tax credit platform that lets a CPA firm document qualified research, calculate QREs and draft Form 6765 narratives in-house.
AI: 'AI-driven R&D tax credit platform' ('Artificial Intelligence (AI) that helps you self-claim the R&D tax credit in just 90 minutes'); AI sorts documentation and drafts audit-ready narratives
6 of the 8 tools post a price; 2 are quote-based (priced to your business after a demo). Among the 2 with a flat monthly price, the range runs from $19/mo (Tax Planner Pro) to $397/mo (TaxPlanIQ). Priced differently: Holistiplan $749/yr; Instead free plan; Intuit Tax Advisor free plan, then $210/user/yr; TaxTrex free plan, then $375/mo.
Free trial: Holistiplan and Tax Planner Pro. Free plan: Instead and TaxRock. The other 4 start with a demo or a quick signup.
Holistiplan, Instead, Intuit Tax Advisor, Tax Planner Pro, TaxPlanIQ and TaxRock are listed as a fit for a solo practitioner. The other 2 are built for small and mid-size firms.
Tools that name the segment on their own site: Solo practitioners 7; Small CPA firms 8; Bookkeeping practices 1; Tax offices 7.
Listings that name an integration or platform: CCH Axcess iQ (CCH AnswerConnect); Holistiplan (Jump, Asset-Map); Instead (Google Drive, OneDrive, Box, Dropbox, SmartVault, Karbon); Intuit Tax Advisor (Lacerte); TaxRock (TaxRock API). Integrations change often; confirm with the vendor before you buy.
On Oct 29, 2026, against each vendor's own site and pricing page. Vendors change plans often; anything a reader or vendor flags is fixed, usually the same day. Corrections: support@aiforaccountingpractices.com.