Freedom251 › Tax Planning Software
Tax Alpha
What Tax Alpha is
Tax Alpha is web-based tax-planning software for licensed tax professionals serving high-net-worth individuals, business owners, and complex return situations. Users can upload Form 1040 or Form 1120-S files for extraction of relevant figures, then work with more than 100 vetted strategies or create custom ones. Planning includes goal optimization, side-by-side scenario modeling, an AI copilot, automated summaries, and branded editable client proposals. Tax liability, projections, and strategy savings are calculated by deterministic software based on IRS worksheets rather than AI. AI answers cite IRS guidance, and recommendations reference supporting tax code sections and guidance. The Federal plan costs $2,500 a year, billed annually, and includes unlimited clients, the full strategy library, scenario modeling on existing returns, AI copilot features, summaries, proposals, and priority support. Federal + State costs $3,000 a year, billed annually, and adds planning for California and Idaho. Every plan starts with a two-week free trial. Tax Alpha does not file returns.
Who it suits
Tax Alpha is intended for licensed tax professionals, not individual taxpayers. It fits professionals planning for high-net-worth individuals, business owners, and complex returns.
What it does well
- More than 100 vetted strategies
- Custom strategy creation
- Side-by-side scenario modeling
- IRS-based deterministic calculations
- Two-week free trial
What to know first
- No free plan
- Does not file tax returns
- Federal plan costs $2,500 a year
- State planning covers California and Idaho
Limits
The Federal plan costs $2,500 a year, billed annually, while Federal + State costs $3,000 a year, billed annually. State planning on Federal + State covers California and Idaho; the service does not include tax-return filing.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Federal | 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 | $2,500 a year |
| Federal + State | Billed annually. About $250/mo, save $588 a year. · Everything in Federal · State planning for California and Idaho | $3,000 a year |
As taxalpha.us lists them, read 9 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Tax Alpha website
- Choose the Federal or Federal + State plan
- Start the two-week free trial
- Use the web application
- Upload a Form 1040 or Form 1120-S return
- Build scenarios and prepare client proposals
Verdict
Tax Alpha focuses on planning workflows, calculations, scenarios, and client proposals rather than return filing. Its annual plans and professional-only audience make the intended use clear.
Questions
How much does Tax Alpha cost?
Federal costs $2,500 a year, billed annually. Federal + State costs $3,000 a year, billed annually.
Is there a free trial?
Yes. Every plan starts with a two-week free trial.
Does Tax Alpha have a free plan?
No. Tax Alpha uses paid plans.
Which platforms are supported?
Tax Alpha is available on the web.
Does it file tax returns?
No. Tax Alpha focuses on tax planning and does not file returns.
Who operates Tax Alpha?
The operator is Tax Alpha Solutions LLC.
Facts from Tax Alpha's own pages
- AI citations
- AI answers cite IRS guidance, and strategy recommendations reference supporting tax code sections and guidance. · 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
- 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
- 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
- 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
- Planning workflow
- It supports goal optimization, side-by-side scenario modeling, an AI copilot, and branded editable client proposals. · taxalpha.us, 9 Oct 2026
- Product limit
- Tax Alpha is focused on planning and does not file tax returns. · taxalpha.us, 9 Oct 2026
- 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
- Support
- The Federal plan lists priority support, and the security page gives [email protected] for questions. · 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
- Trial
- Every plan starts with a two-week free trial. · taxalpha.us, 9 Oct 2026
Where Tax Alpha stands on Freedom251
- Tax Planning Software#17 of 27