Freedom251 › Tax Planning Software
Tax Planner Pro
What Tax Planner Pro is
Tax Planner Pro is tax planning software for advisors using web and API access. It turns uploaded tax returns into analyses, proposals and planning choices. Advisors can submit 1040 or 1040-SR PDFs; AI OCR extracts fields for review and confirmation. Federal and all 50 state income tax calculations cover tax years 2025 through 2030. The software supports unlimited projection columns, scenario cloning and Excel export for each scenario. A Roth conversion solver and 25-year Roth projection include withdrawal-order and break-even analyses. It checks returns against 75 active strategies in seven planning categories, then produces branded client PDFs and pre-engagement Proposal Reports. Team owners and members share client access, while the product has no client portal or login. LedgerHQ can supply business profit-and-loss data. Full Access costs $49 a month, billed monthly and cancellable anytime, with two OCR credits at signup; there is no free trial.
Who it suits
It suits solo CPAs or EAs, RIAs, wealth-management firms, and CPA–financial advisor partnerships. The advisor-only design fits practices that do not need client logins.
What it does well
- Federal and all 50 state calculations
- Unlimited projection columns and scenario cloning
- Roth solver with 25-year projections
- 75 strategies across seven categories
- Branded PDF and proposal reports
What to know first
- No free plan or free trial
- Advisor-only; no client portal
- OCR credits beyond signup are paid
- Client collaboration is not available
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| 10 OCR Credits | One-time payment · $10 each · Purchased inside the app after subscribing | $100, paid once |
| 25 OCR Credits | One-time payment · $8 each · Purchased inside the app after subscribing | $200, paid once |
| 40 OCR Credits | One-time payment · $7.50 each · Purchased inside the app after subscribing | $300, paid once |
| Tax Planner Pro Full Access | 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 | $49 a month |
As taxplannerpro.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Verdict
Tax Planner Pro combines return extraction, projections, Roth analysis and advisor reports in one tool. Its monthly Full Access plan includes unlimited clients and projection columns, but ongoing OCR purchases may be needed.
Facts from Tax Planner Pro's own pages
- Advisor use
- The product describes itself as advisor-only, with no client portal or client login required. · taxplannerpro.com, 7 Oct 2026
- 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. · taxplannerpro.com, 7 Oct 2026
- Audience
- The maker identifies solo CPAs or EAs, RIAs or wealth management firms, and CPA–financial advisor partnerships as intended users. · taxplannerpro.com, 7 Oct 2026
- Data handling
- The maker says client data stays in the user's account and is not sold or shared. · taxplannerpro.com, 7 Oct 2026
- Headquarters
- 3301 Bonita Beach Rd., Suite 312, Bonita Springs, FL 34134, United States · taxplannerpro.com, 28 Sept 2026
- Integrations
- The site says LedgerHQ can connect in Firm Settings and provide business profit-and-loss data for projections. · taxplannerpro.com, 7 Oct 2026
- Planning strategies
- The product says it checks returns against 75 active planning strategies across seven planning categories. · taxplannerpro.com, 7 Oct 2026
- Purpose
- Tax Planner Pro is tax planning software for advisors that turns tax returns into scenario analyses, client proposals, and planning decisions. · taxplannerpro.com, 7 Oct 2026
- Reports
- Users can export branded client-ready PDF reports and pre-engagement Proposal Reports. · taxplannerpro.com, 7 Oct 2026
- Return upload
- The software accepts 1040 or 1040-SR PDFs and uses AI-powered OCR to extract return fields for review and confirmation. · taxplannerpro.com, 7 Oct 2026
- Roth planning
- The product includes a Roth conversion solver and a 25-year Roth projection with withdrawal-order and break-even analyses. · taxplannerpro.com, 7 Oct 2026
- Scenario modeling
- Users can create unlimited projection columns, clone scenarios, and export each scenario column to Excel. · taxplannerpro.com, 7 Oct 2026
- Support
- The site lists Nova AI as an in-app support agent. · taxplannerpro.com, 7 Oct 2026
- Tax calculations
- It provides federal and all 50 state income tax calculations, with tax years covered from 2025 through 2030. · taxplannerpro.com, 7 Oct 2026
- Team access
- Team management supports owner and member roles with shared client access across a firm. · taxplannerpro.com, 7 Oct 2026
- 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. · taxplannerpro.com, 7 Oct 2026
Where Tax Planner Pro stands on Freedom251
- Tax Planning Software#20 of 27