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SPECIFICTION
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Tax Planner Pro

taxplannerpro.com

From $49/mo WebAPI
Visit taxplannerpro.com
Spec score 7.3 #19 of 27 in Tax Planning Software

Spec sheet

Purpose
Tax Planner Pro is tax planning software for advisors that turns tax returns into scenario analyses, client proposals, and planning decisions.Read 7 Oct 2026 · taxplannerpro.com
Audience
The maker identifies solo CPAs or EAs, RIAs or wealth management firms, and CPA–financial advisor partnerships as intended users.Read 7 Oct 2026 · taxplannerpro.com
Integrations
The site says LedgerHQ can connect in Firm Settings and provide business profit-and-loss data for projections.Read 7 Oct 2026 · taxplannerpro.com
Support
The site lists Nova AI as an in-app support agent.Read 7 Oct 2026 · taxplannerpro.com
Headquarters
3301 Bonita Beach Rd., Suite 312, Bonita Springs, FL 34134, United StatesRead 28 Sep 2026 · taxplannerpro.com
Advisor use
The product describes itself as advisor-only, with no client portal or client login required.Read 7 Oct 2026 · taxplannerpro.com
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.Read 7 Oct 2026 · taxplannerpro.com
Data handling
The maker says client data stays in the user's account and is not sold or shared.Read 7 Oct 2026 · taxplannerpro.com
Planning strategies
The product says it checks returns against 75 active planning strategies across seven planning categories.Read 7 Oct 2026 · taxplannerpro.com
Reports
Users can export branded client-ready PDF reports and pre-engagement Proposal Reports.Read 7 Oct 2026 · taxplannerpro.com
Return upload
The software accepts 1040 or 1040-SR PDFs and uses AI-powered OCR to extract return fields for review and confirmation.Read 7 Oct 2026 · taxplannerpro.com
Roth planning
The product includes a Roth conversion solver and a 25-year Roth projection with withdrawal-order and break-even analyses.Read 7 Oct 2026 · taxplannerpro.com
Scenario modeling
Users can create unlimited projection columns, clone scenarios, and export each scenario column to Excel.Read 7 Oct 2026 · taxplannerpro.com
Tax calculations
It provides federal and all 50 state income tax calculations, with tax years covered from 2025 through 2030.Read 7 Oct 2026 · taxplannerpro.com
Team access
Team management supports owner and member roles with shared client access across a firm.Read 7 Oct 2026 · taxplannerpro.com
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.Read 7 Oct 2026 · taxplannerpro.com

Plans and prices

Tax Planner Pro Full Access $49 a month 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 Read 7 Oct 2026 · taxplannerpro.com
10 OCR Credits $100, paid once One-time payment $10 each · Purchased inside the app after subscribing Read 7 Oct 2026 · taxplannerpro.com
25 OCR Credits $200, paid once One-time payment $8 each · Purchased inside the app after subscribing Read 7 Oct 2026 · taxplannerpro.com
40 OCR Credits $300, paid once One-time payment $7.50 each · Purchased inside the app after subscribing Read 7 Oct 2026 · taxplannerpro.com

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