Side by side
Tax Alpha vs Tax Planner Pro
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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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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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.
Visit Tax Planner ProThe facts
| Tax Alpha | Tax Planner Pro | |
|---|---|---|
| Free plan | A free trial | No |
| Open source | Not published | Not published |
| Runs on | Web | API, Web |
| Lowest paid plan | Federal: $2,500 a year | Tax Planner Pro Full Access: $49 a month |
| Plans published | 2 | 4 |
| Maker | Not published | Not published |
| Website | taxalpha.us | taxplannerpro.com |
| On tax planning software | #16 of 27 | #20 of 27 |
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
Tax Planner Pro: 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
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