Side by side
Hazel AI Tax Planning vs Tax Alpha
Both stand on tax planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
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Hazel AI Tax Planning combines scenario modeling, recommendations, and client-report drafting for advisory workflows. Its paid per-seat plan and informational-only output require advisors to review results before using them with clients.
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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.
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| Hazel AI Tax Planning | Tax Alpha | |
|---|---|---|
| Free plan | A free trial | A free trial |
| Open source | Not published | Not published |
| Runs on | Web | Web |
| Lowest paid plan | Tax Planning Agent: $160 a month | Federal: $2,500 a year |
| Plans published | 2 | 2 |
| Maker | Not published | Not published |
| Website | hazel.ai | taxalpha.us |
| On tax planning software | #13 of 27 | #17 of 27 |
Hazel AI Tax Planning: what it does well
- Builds personalized plans from client documents
- Models multiple tax-planning scenarios
- Supports multi-year and capital-gains planning
- Drafts client letters and interactive reports
- Syncs with advisory data sources
What to know first
- No free plan
- Costs $160 a month per seat
- Outputs are not tax or investment advice
- Accuracy and completeness are not guaranteed
Tax Alpha: 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
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