Every client gets a tax Plan. Generated in minutes.Every client gets a tax Plan.Generated in minutes.
every household gets the same depth and a client-ready report.
Built by the company
How it works:
Return in, tax Plan out
Step 1
Upload
Select a client household and upload their 1040. Add supporting documents for deeper analysis.
Step 2
AI Analysis
Plan scans 49 tax strategies automatically. Each recommendation includes a confidence score and estimated dollar impact.
Step 3
Review & Refine
Explore results in a structured dashboard: tax brackets, action items ranked by impact, side-by-side scenario comparisons.
Step 4
The Output
White-labeled PDF branded with your logo, colors, and disclaimers. Strategies, estimated savings, and talking points.
Step 5
Close the loop
Plan done. File next year's return with Taxfyle and implement every strategy identified.
How it works:
Return in, tax Plan out
Step 1
Upload
Select a client household and upload their 1040. Add supporting documents for deeper analysis.
Step 2
AI Analysis
Plan scans 49 tax strategies automatically. Each recommendation includes a confidence score and estimated dollar impact.
Step 3
Review & Refine
Explore results in a structured dashboard: tax brackets, action items ranked by impact, side-by-side scenario comparisons.
Step 4
The Output
White-labeled PDF branded with your logo, colors, and disclaimers. Strategies, estimated savings, and talking points.
Step 5
Close the loop
Plan done. File next year's return with Taxfyle and implement every strategy identified.
Walk into the meeting with a Client-Ready Report
Conversation Prep Included: Talking points, anticipated questions, and framing guidance. Built into every report.
Dual Output: Full analytical depth for you. Clean, branded summary for your client.
Deep tax intelligence,
not a chat guess.
Roth conversions, QBI optimization, QCDs, DAFs, MAGI management, capital gains harvesting, and more.
Every strategy includes a confidence score, so you know exactly what to act on, what to investigate, and where to apply your judgment.
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.
