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On the recordRead 7 Oct 202616 facts
Tax Planner Pro
3301 Bonita Beach Rd., Suite 312, Bonita Springs, FL 34134, United States
Plans and prices
Tax Planner Pro Full Access
$49a month
Unlimited clients and projection columns · Includes 2 OCR credits at signup · Nova includes $5 in TPP House Model usage each month
Read 7 Oct 2026 · taxplannerpro.com
10 OCR Credits
$100one-time
$10 each · Purchased inside the app after subscribing
Read 7 Oct 2026 · taxplannerpro.com
25 OCR Credits
$200one-time
$8 each · Purchased inside the app after subscribing
Read 7 Oct 2026 · taxplannerpro.com
40 OCR Credits
$300one-time
$7.50 each · Purchased inside the app after subscribing
Read 7 Oct 2026 · taxplannerpro.com
On the record
- Advisor use
- The product describes itself as advisor-only, with no client portal or client login required.taxplannerpro.com · read 7 Oct 2026
- AI and agent access
- The Full Access plan includes Nova, an MCP connector, and Agent API access; the site also says Nova drafts client emails for advisor approval before sending.taxplannerpro.com · read 7 Oct 2026
- Audience
- The maker identifies solo CPAs or EAs, RIAs or wealth management firms, and CPA–financial advisor partnerships as intended users.taxplannerpro.com · read 7 Oct 2026
- Data handling
- The maker says client data stays in the user's account and is not sold or shared.taxplannerpro.com · read 7 Oct 2026
- Integrations
- The site says LedgerHQ can connect in Firm Settings and provide business profit-and-loss data for projections.taxplannerpro.com · read 7 Oct 2026
- Planning strategies
- The product says it checks returns against 75 active planning strategies across seven planning categories.taxplannerpro.com · read 7 Oct 2026
- Purpose
- Tax Planner Pro is tax planning software for advisors that turns tax returns into scenario analyses, client proposals, and planning decisions.taxplannerpro.com · read 7 Oct 2026
- Reports
- Users can export branded client-ready PDF reports and pre-engagement Proposal Reports.taxplannerpro.com · read 7 Oct 2026
- Return upload
- The software accepts 1040 or 1040-SR PDFs and uses AI-powered OCR to extract return fields for review and confirmation.taxplannerpro.com · read 7 Oct 2026
- Roth planning
- The product includes a Roth conversion solver and a 25-year Roth projection with withdrawal-order and break-even analyses.taxplannerpro.com · read 7 Oct 2026
- Scenario modeling
- Users can create unlimited projection columns, clone scenarios, and export each scenario column to Excel.taxplannerpro.com · read 7 Oct 2026
- Support
- The site lists Nova AI as an in-app support agent.taxplannerpro.com · read 7 Oct 2026
- Tax calculations
- It provides federal and all 50 state income tax calculations, with tax years covered from 2025 through 2030.taxplannerpro.com · read 7 Oct 2026
- Team access
- Team management supports owner and member roles with shared client access across a firm.taxplannerpro.com · read 7 Oct 2026
- Trial and guarantee
- The site offers two free OCR credits at signup and a 7-day money-back guarantee, and states that there is no free trial.taxplannerpro.com · read 7 Oct 2026
