Hazel AI Tax Planning

6.7easy start · #12of 28
in Tax Planning Software

Free to practise onno
Free trialyes
Well documentedyes
Runs where you workno

Runs on Web. Paid plans from $160/mo.

Hazel AI Tax Planning is ranked #12 of 28 in tax planning software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $160/mo.

Hazel AI Tax Planning plans and pricing

All plans

Tax Planning Agent $160/mo month/seat Everything in the Hazel Platform · Draft client-ready tax planning reports · Multi-year tax strategy modeling · Surface hidden tax opportunities · Roth conversions and capital gains management · Answer clients’ tax questions live hazel.ai · 30 Sept 2026

Full Hazel Suite Enterprise Plans Contact sales For larger firms needing a high volume of seats · Access every agent · Dedicated onboarding · Discounted pricing available hazel.ai · 30 Sept 2026

Compared on tax planning software

Free plan: No
Scenario modeling: Yes
Multi-year projection: Yes
Capital gains modeling: Yes
Retirement income modeling: Yes
Data import: Yes
Client collaboration: Yes

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The record

Purpose: Hazel’s tax planning agent helps financial advisors create personalized tax plans for clients.
Tax analysis: Hazel analyzes clients’ financial documents alongside information about their situations and goals to build personalized tax plans.
Recommendations: The agent provides recommendations to optimize investments, maximize deductions, and plan for retirement.
Edge cases: Hazel says it is designed to cover scenarios including business exit planning, donor-advised fund strategy, and cross-border tax strategy.
Client reports: Hazel can draft a professional tax letter and interactive client report with advisor notes and talking points.
Integrations: Hazel can sync with email, calendars, CRMs, and custodians to collect and use client data.
Data protection: Hazel says AI model providers and subprocessors are contractually prohibited from using customer data for training or secondary purposes, and that data is deleted after processing.
Security: Hazel says it has achieved SOC 2 Type II and completed an independent penetration test in August 2026.
Encryption and storage: Hazel says data is encrypted in transit using TLS 1.2 or higher and at rest using AES256, and stored in the United States.
Who it is for: Hazel is presented as a tool for financial advisors and advisory firms.
Support and security documents: Hazel says qualified parties can contact it to request complete security and privacy policy documentation.
Important limitation: Hazel says its outputs are informational only, are not tax or investment advice, and are not guaranteed to be accurate or complete.
Headquarters: Culver City, California, USA
Price from: $160/mo

Where it ranks on The Geeks Club

Best Tax Planning Software in 2026#12 of 28

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Sources

hazel.ai/product/tax-planning· checked 30 Sept 2026
hazel.ai/product/platform· checked 30 Sept 2026
hazel.ai/security· checked 30 Sept 2026
hazel.ai/pricing· checked 30 Sept 2026