Tax Planning & Projections (Coming Soon)

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Tax Planning & Projections

Create custom tax projections and plans in minutes with AI-powered tax planning tools.

Sign up below to access the Tax Planning and Projections beta once it’s available:

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TAX CALCULATIONS

Calculate (and recalculate) federal and state tax liabilities

Evaluate retirement options, tax credits, and other tax savings strategies in minutes. Tinker with different scenarios manually to compare savings, or ask AI for ideas as you create the perfect tax plan for your client.

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TAX SUMMARIES

Generate tax summaries and draft emails to clients

Spend less time on emails and more time on tax planning and strategy.

Let AI do the heavy lifting and draft emails for you to send based on the tax plans and projections you’ve put together.

QUICK UPLOADS

Upload client tax returns and documents in seconds

Stop wasting time copy-pasting data from spreadsheets and PDFs into your tax software. Upload documents in seconds to turn them into formatted data you can use for your tax planning and projections.

TRUSTED PARTNERS

Trusted By Firms and Professionals

Jason Staats ~ CPA

"You know that stanky old data mining utility your tax software has? It's like that on steroids. With an A.I. jetpack."
Bonny Fenton ~ CPA

“This is like having an admin for 50 dollars a month. I genuinely feel blessed to have found TruePrep.”
Susan Marie ~ CPA

“I can access all my client data like never before. It used to take literal days to find clients affected by tax changes. With TruePilot, I love that I can easily download, review, edit, and send a response in minutes.”
Hilary Clendenning ~ CPA and Partner

“It's so simple to use and saves me hours on each return by pulling data out, creating the workpaper, renaming and organizing my files, and helping with review and verification."”