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Tax Planner Pro
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.
| What the AI does | 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 |
|---|---|
| Who it serves | Solo practitioners, Tax offices, Small CPA firms |
| Starting price | $19/mo (comparison table); Nova agent included with the Max AI plan at $49/mo |
| Pricing model | Per month flat |
| Free trial | Yes |
| Best fit | Solo practitioner |
| Category | Tax Planning & Projection AI |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Tax Planner Pro is listed as a fit for solo practitioners, and the vendor names solo practitioners, tax offices and small CPA firms on its own site. The job it gets hired for: modeling strategies and projections from the return so the client sees the savings before year-end.
What it costs
Tax Planner Pro starts at $19/mo (comparison table); Nova agent included with the Max AI plan at $49/mo, per month flat. There is a free trial.
Good to know
Tax Planner Pro is tax-planning software built by a CPA for advisors and for the solo CPA or EA with 20–50 planning clients: upload a return and in about 20 minutes you have a professional scenario analysis — federal, all 50 states, business income and Roth-conversion modeling — drawn from a 75-strategy library and delivered under your firm's logo. Nova, the AI tax-planning agent, reads the return and models a request such as a Roth conversion break-even on command, and comes with the Max AI plan at $49/mo; the comparison table puts the starting price at $19/mo against Holistiplan's $160, and your first client runs free with two OCR credits to start.
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