Get your tax plan.
Generated in minutes
Upload your return, get 49 strategies analyzed automatically, and receive a clear report with your next steps.
How it works
Return in, tax plan out
Upload
Upload your 1040 and any supporting documents to get started.
AI Analysis
Our AI reviews 49 tax strategies for you and shows you how much each one could save. Every recommendation comes with a confidence score and an estimated dollar impact, so you know exactly what's at stake.
Review
Explore your results in a clear way: see where you stand on tax brackets, review action items ranked by how much they could save you, and compare scenarios side by side.
The Output
Get a PDF with your tax strategies, estimated savings, and the next steps you can actually take action on.
Close the loop
Your plan is ready, now put it into action. File your return and put every strategy to work, all through Taxfyle.
Deep tax intelligence,
not a chat guess.
Scenario Analysis
Different plans compare side-by-side in editable columns. AI suggests the optimal path.
AI Chat
'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.
Want to go further?
Services to complement your plan.
Tax Filing
Want to implement the strategies identified? Our network of 7,200+ licensed professionals handle Roth conversions, amended returns, and estimated payments.
Advisory
Have a complex case that needs a second opinion? Add on-demand access to a licensed CPA for a strategy discussion.
Security is the
Foundation of Trust
Taxfyle's Premier Client Services uses encryption, SOC 2-compliant controls, two-factor authentication, and anomaly detection to ensure top-tier data security and compliance.
Questions & answers
Plan by Taxfyle is an AI-powered tax planning software that analyzes a prior-year tax return to identify strategies to reduce future tax liability. It applies tax planning strategies, estimates potential savings, and generates a client-ready report with actionable recommendations. The platform supports both advisory use and standalone use, and can connect planning with optional tax filing and CPA support.
Yes, Plan works as a standalone tax planning software. You upload your tax return and receive a full analysis with estimated savings and actionable recommendations. No advisor is required.
Plan by Taxfyle identifies tax strategies such as deductions, credits, and timing decisions based on your situation. It shows the estimated dollar impact of each recommendation. This helps you focus on actions that can reduce your next tax bill and tax deductions.
Lowering your tax bill typically involves using deductions, credits, and strategic timing of income or expenses. Plan evaluates these options across multiple strategies and shows their estimated impact. This helps you choose the most effective actions.
Plan by Taxfyle focuses on identifying tax strategies and estimating potential savings using AI. It analyzes more scenarios and provides clear, actionable recommendations. It is designed for individuals who want to actively reduce their tax liability.
Tax savings depend on your income, deductions, and financial decisions, but tax planning can uncover meaningful opportunities to reduce your tax bill. Plan analyzes your tax return across 49 strategies and estimates how much you could save with each one. This helps you focus on actions that can lower your taxes next year.
