Tax strategy analysis
Roth conversions, QBI optimization, QCDs, DAFs, MAGI management, capital gains harvesting, and more.
Whether it is back taxes, extensions or prior years, a Pro handles it all for you.
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AI tax planning software
Upload a client's 1040 and Plan scans 49 strategies, ranks opportunities by estimated savings and confidence, and generates a white-labeled, client-ready report. You keep the relationship; Taxfyle's network of 7,200+ licensed tax professionals handles the tax work behind the scenes.
Roth conversions, QBI optimization, QCDs, DAFs, MAGI management, capital gains harvesting, and more.
Every strategy includes a confidence score, so you know exactly what to act on, what to investigate, and where to apply your judgment.
Different plans compare side-by-side in editable columns. AI suggests the optimal path.
'What if the client retires next year?' 'What's the IRMAA impact of this Roth conversion?' Ask anything. The AI responds based on the actual return.