Get your tax Plan. Generated in minutesGet your tax Plan.Generated in minutes
Built by the company
How it works:
Return in, tax Plan out
Step 1
Upload
Upload your 1040 and any supporting documents to get started.
Step 2
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.
Step 3
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.
Step 4
The Output
Get a PDF with your tax strategies, estimated savings, and the next steps you can actually take action on.
Step 5
Close the loop
Your Plan is ready, now put it into action. File your return and put every strategy to work, all through Taxfyle.
How it works:
Return in, tax Plan out
Step 1
Upload
Upload your 1040 and any supporting documents to get started.
Step 2
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.
Step 3
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.
Step 4
The Output
Get a PDF with your tax strategies, estimated savings, and the next steps you can actually take action on.
Step 5
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.
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.
More than just a Plan
It anchors the full suite.
Everything you need.
Join WaitlistTax Filing
Strategies only work when they're executed. Our network of 7,200+ licensed professionals handles the filing work, from Roth conversions to amended returns and estimated payments.
Advisory
We know your clients are sophisticated. When a case needs deeper guidance, add Advisory to get on-demand access to a licensed CPA or Enrolled Agent for strategy discussions and second opinions.
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
Your tax Plan, free.
No credit card. No time limit.