Tax Planner Pro

6.0easy start · #18 of 28
in Tax Planning Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web. Paid plans from $49/mo.

Tax Planner Pro is ranked #18 of 28 in tax planning software on The Geeks Club. It runs on API, Web. There is no free plan. Paid plans start at $49/mo.

Tax Planner Pro plans and pricing

All plans

Tax Planner Pro Full Access $49/mo Billed monthly · Cancel anytime Unlimited clients and projection columns · Includes 2 OCR credits at signup · Nova includes $5 in TPP House Model usage each month taxplannerpro.com · 7 Oct 2026

10 OCR Credits $100 once One-time payment $10 each · Purchased inside the app after subscribing taxplannerpro.com · 7 Oct 2026

25 OCR Credits $200 once One-time payment $8 each · Purchased inside the app after subscribing taxplannerpro.com · 7 Oct 2026

40 OCR Credits $300 once One-time payment $7.50 each · Purchased inside the app after subscribing taxplannerpro.com · 7 Oct 2026

Compared on tax planning software

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

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The record

Purpose: Tax Planner Pro is tax planning software for advisors that turns tax returns into scenario analyses, client proposals, and planning decisions.
Tax calculations: It provides federal and all 50 state income tax calculations, with tax years covered from 2025 through 2030.
Return upload: The software accepts 1040 or 1040-SR PDFs and uses AI-powered OCR to extract return fields for review and confirmation.
Roth planning: The product includes a Roth conversion solver and a 25-year Roth projection with withdrawal-order and break-even analyses.
Planning strategies: The product says it checks returns against 75 active planning strategies across seven planning categories.
Reports: Users can export branded client-ready PDF reports and pre-engagement Proposal Reports.
Advisor use: The product describes itself as advisor-only, with no client portal or client login required.
Team access: Team management supports owner and member roles with shared client access across a firm.
Integrations: The site says LedgerHQ can connect in Firm Settings and provide business profit-and-loss data for projections.
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.
Data handling: The maker says client data stays in the user's account and is not sold or shared.
Support: The site lists Nova AI as an in-app support agent.
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.
Audience: The maker identifies solo CPAs or EAs, RIAs or wealth management firms, and CPA–financial advisor partnerships as intended users.
Price from: $49/mo

Where it ranks on The Geeks Club

Best Tax Planning Software in 2026#18 of 28

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Sources

taxplannerpro.com· checked 7 Oct 2026