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On the recordRead 9 Oct 202614 facts
Tax Alpha
Plans and prices
Federal
$2,500a year
Unlimited clients · Full strategy library · Scenario modeling on existing returns · AI copilot
Read 9 Oct 2026 · taxalpha.us
Federal + State
$3,000a year
Everything in Federal · State planning for California and Idaho
Read 9 Oct 2026 · taxalpha.us
On the record
- AI citations
- AI answers cite IRS guidance, and strategy recommendations reference supporting tax code sections and guidance.taxalpha.us · read 9 Oct 2026
- Compliance status
- Tax Alpha says it does not yet hold a SOC 2 attestation and will complete a reasonable security questionnaire annually on request.taxalpha.us · read 9 Oct 2026
- Data protection
- The maker says data is encrypted in transit and at rest, tax data receives field-level encryption, and identifiers are stripped before text is sent to AI models.taxalpha.us · read 9 Oct 2026
- Data retention
- Original unredacted tax return PDFs are deleted after extraction, and the maker says customer data is deleted within 60 days after a firm leaves.taxalpha.us · read 9 Oct 2026
- Integrations and infrastructure
- The security overview names AWS Bedrock and Textract, Railway, and Cloudflare as infrastructure providers; it does not describe product integrations.taxalpha.us · read 9 Oct 2026
- Maker
- The privacy policy identifies the operator as Tax Alpha Solutions LLC and describes the service as intended for licensed tax professionals, not individual taxpayers.taxalpha.us · read 9 Oct 2026
- Planning workflow
- It supports goal optimization, side-by-side scenario modeling, an AI copilot, and branded editable client proposals.taxalpha.us · read 9 Oct 2026
- Product limit
- Tax Alpha is focused on planning and does not file tax returns.taxalpha.us · read 9 Oct 2026
- Purpose
- Tax Alpha is tax planning software for professionals serving high-net-worth individuals, business owners, and complex return situations.taxalpha.us · read 9 Oct 2026
- Return upload
- Users can upload a Form 1040 or Form 1120-S for extraction of relevant figures.taxalpha.us · read 9 Oct 2026
- Strategy catalog
- The product offers a catalog of more than 100 vetted strategies and lets users create custom strategies.taxalpha.us · read 9 Oct 2026
- Support
- The Federal plan lists priority support, and the security page gives [email protected] for questions.taxalpha.us · read 9 Oct 2026
- Tax calculations
- Tax liability, projections, and strategy savings are calculated by deterministic software based on IRS worksheets, not by AI.taxalpha.us · read 9 Oct 2026
- Trial
- Every plan starts with a two-week free trial.taxalpha.us · read 9 Oct 2026
