AI-augmented tax planning
Tax planning. At the speed of light.
Tax Alpha pairs robust planning software with AI so tax professionals can find, model, and deliver the right strategies for every client in a fraction of the time.
Scenario analysis
Quantify your value to clients.
Compare the baseline return against any combination of strategies. Every change ties back to a specific line on the form.
The full planning workflow, in one place.
Chat, model, and deliver. Tax Alpha brings the full planning loop into one place, with AI doing the heavy lifting at every step.
Chat
Ask anything about a client's return and get an answer backed by their actual numbers and cited IRS guidance. Run 'what if' calculations on the fly. No more flipping between the return, your notes, and a Google search.
Plan
Stack strategies, tweak the numbers, and see federal, state, and IRMAA impact side-by-side with the baseline. Save scenarios, compare them, and let AI surface angles a manual search would miss.
Propose
Turn the winning scenario into a client-ready deliverable in one click. Editable, professional, and ready to send, so you spend your time advising, not formatting.
AI you can put in front of clients.
Built for professionals who sign their name to the work.
- Deterministic math
- Numbers run through a rule-based tax engine, not a language model, so the math is reproducible.
- Cited recommendations
- Every AI suggestion points back to the line, form, or IRS worksheet that supports it.
- No model training
- Your client data is never used to train models, ours or anyone else's.
Ready to see it in action?
Sign up to get early access.