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- Hazel AI Tax Planning
On the recordRead 30 Sep 202614 facts
Hazel AI Tax Planning
Culver City, California, USA
Plans and prices
Tax Planning Agent
$160a month
Everything in the Hazel Platform · Draft client-ready tax planning reports · Multi-year tax strategy modeling · Surface hidden tax opportunities
Read 30 Sep 2026 · hazel.ai
Full Hazel Suite Enterprise Plans
Priced on request
For larger firms needing a high volume of seats · Access every agent · Dedicated onboarding · Discounted pricing available
Read 30 Sep 2026 · hazel.ai
On the record
- Client reports
- Hazel can draft a professional tax letter and interactive client report with advisor notes and talking points.hazel.ai · read 30 Sep 2026
- Data protection
- Hazel says AI model providers and subprocessors are contractually prohibited from using customer data for training or secondary purposes, and that data is deleted after processing.hazel.ai · read 30 Sep 2026
- Edge cases
- Hazel says it is designed to cover scenarios including business exit planning, donor-advised fund strategy, and cross-border tax strategy.hazel.ai · read 30 Sep 2026
- Encryption and storage
- Hazel says data is encrypted in transit using TLS 1.2 or higher and at rest using AES256, and stored in the United States.hazel.ai · read 30 Sep 2026
- Important limitation
- Hazel says its outputs are informational only, are not tax or investment advice, and are not guaranteed to be accurate or complete.hazel.ai · read 30 Sep 2026
- Integrations
- Hazel can sync with email, calendars, CRMs, and custodians to collect and use client data.hazel.ai · read 30 Sep 2026
- Purpose
- Hazel’s tax planning agent helps financial advisors create personalized tax plans for clients.hazel.ai · read 30 Sep 2026
- Recommendations
- The agent provides recommendations to optimize investments, maximize deductions, and plan for retirement.hazel.ai · read 30 Sep 2026
- Scenario modeling
- Advisors can select tax-planning scenarios and see the plan update in real time.hazel.ai · read 30 Sep 2026
- Security
- Hazel says it has achieved SOC 2 Type II and completed an independent penetration test in August 2026.hazel.ai · read 30 Sep 2026
- Support and security documents
- Hazel says qualified parties can contact it to request complete security and privacy policy documentation.hazel.ai · read 30 Sep 2026
- Tax analysis
- Hazel analyzes clients’ financial documents alongside information about their situations and goals to build personalized tax plans.hazel.ai · read 30 Sep 2026
- Who it is for
- Hazel is presented as a tool for financial advisors and advisory firms.hazel.ai · read 30 Sep 2026
