Tech riderRev. 9 Oct 2026
Tax Alpha
- 1Runs onWeb
- 2Costsfree trial · paid from $208.33/mo
- 3Scenario modelingYes
- 4Data importYes
4 lines stated Written from the maker's own pages: taxalpha.us
Overview
Tax Alpha is ranked #18 of 28 in tax planning software on Specifiction. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $208.33/mo.
Tax Alpha plans and pricing
All plansFederal $2,500/yr Billed annually. About $208/mo, save $488 a year. Unlimited clients · Full strategy library · Scenario modeling on existing returns · AI copilot · Automated planning summaries · Client-ready proposals · Priority support taxalpha.us · 9 Oct 2026
Federal + State $3,000/yr Billed annually. About $250/mo, save $588 a year. Everything in Federal · State planning for California and Idaho taxalpha.us · 9 Oct 2026
Compared on tax planning software
- Free plan
- Notaxalpha.us
- Scenario modeling
- Yestaxalpha.us
- Data import
- Yestaxalpha.us
Facts
- Purpose
- Tax Alpha is tax planning software for professionals serving high-net-worth individuals, business owners, and complex return situations.taxalpha.us · 9 Oct 2026
- Return upload
- Users can upload a Form 1040 or Form 1120-S for extraction of relevant figures.taxalpha.us · 9 Oct 2026
- Strategy catalog
- The product offers a catalog of more than 100 vetted strategies and lets users create custom strategies.taxalpha.us · 9 Oct 2026
- Planning workflow
- It supports goal optimization, side-by-side scenario modeling, an AI copilot, and branded editable client proposals.taxalpha.us · 9 Oct 2026
- Tax calculations
- Tax liability, projections, and strategy savings are calculated by deterministic software based on IRS worksheets, not by AI.taxalpha.us · 9 Oct 2026
- AI citations
- AI answers cite IRS guidance, and strategy recommendations reference supporting tax code sections and guidance.taxalpha.us · 9 Oct 2026
- Integrations and infrastructure
- The security overview names AWS Bedrock and Textract, Railway, and Cloudflare as infrastructure providers; it does not describe product integrations.taxalpha.us · 9 Oct 2026
- Data protection
- The maker says data is encrypted in transit and at rest, tax data receives field-level encryption, and identifiers are stripped before text is sent to AI models.taxalpha.us · 9 Oct 2026
- Data retention
- Original unredacted tax return PDFs are deleted after extraction, and the maker says customer data is deleted within 60 days after a firm leaves.taxalpha.us · 9 Oct 2026
- Compliance status
- Tax Alpha says it does not yet hold a SOC 2 attestation and will complete a reasonable security questionnaire annually on request.taxalpha.us · 9 Oct 2026
- Support
- The Federal plan lists priority support, and the security page gives [email protected] for questions.taxalpha.us · 9 Oct 2026
- Product limit
- Tax Alpha is focused on planning and does not file tax returns.taxalpha.us · 9 Oct 2026
- Trial
- Every plan starts with a two-week free trial.taxalpha.us · 9 Oct 2026
- Maker
- The privacy policy identifies the operator as Tax Alpha Solutions LLC and describes the service as intended for licensed tax professionals, not individual taxpayers.taxalpha.us · 9 Oct 2026
Best Tax Alpha alternatives
See all 20 All accessCh 01 Catalyst Tax Insights Free planFree trialWeb from $4.08/mo7.3 All accessCh 02 Taxottic Free planAndroidiOS from $4.08/mo7.3 All accessCh 03 TaxCalc Free trialLinuxMac from £3.50/mo7.2 All accessCh 04 Instead Free planFree trialWeb Free to start7.1 All accessCh 05 CFS TaxTools Free trialWindows from $19.92/mo7.0 All accessCh 06 Optiml Free trialWeb from C$8.25/mo7.0
Where it ranks on Specifiction
- Best Tax Planning Software in 2026#18 of 28
Is Tax Alpha yours?
Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.
Sources
- taxalpha.us· checked 9 Oct 2026
- taxalpha.us/how-it-works· checked 9 Oct 2026
- taxalpha.us/security· checked 9 Oct 2026
- taxalpha.us/pricing· checked 9 Oct 2026
- taxalpha.us/privacy· checked 9 Oct 2026