ClientBrings real life into the plan
Shares changing income, questions, goals, documents, decisions, and what happens between meetings
- Messages the advisor
- Schedules video calls
- Adds notes for later
- Tracks income when assigned
The live workspace for tax advisory
Turn tax prep clients into year-round advisory relationships
Collect current facts, model strategies, prove the value, publish the plan, and stay connected as income changes—while you keep every professional decision
$85/month for your whole practiceUnlimited users, clients & planning sessions$29 to publish a plan per tax year
LIVE PLAN VALUEMaya’s 2026 tax plan
Plan activeMayaClient
BillAdvisor
LucyTax Intelligence Companion
Tax before plan$35,629Baseline projection
Tax after plan$10,716After selected strategies
Estimated savings$24,91369.9% estimated reduction
What changed todayShared live context
Maya added April incomeClient-tracked income
$11,420Lucy detected a change in annual pacePlan basis comparison
+8%Bill is reviewing the allocationAdvisor decision required
In reviewWhy traditional plans lose momentum
Your client changed. Their PDF didn’t
A tax plan is often stale the moment it is printed. Income moves, priorities shift, questions surface, and the advisor has to rebuild the story before making the next decision
Current facts stay connectedEvery conversation keeps its contextThe approved plan can change while action is still possible
The modern tax advisory team
Your judgment stays in charge. Lucy keeps the work moving
The client shares what is happening, Lucy organizes the context, and the advisor makes every professional decision
ClientAdvisorYour judgment stays in charge
Collects the facts, applies professional judgment, selects the strategies, and makes every final planning decision
- Reviews client eligibility
- Controls assumptions
- Allocates the budget
- Approves and publishes
LucyKeeps the work moving
Preserves context, assists with plan creation, explains the plan, and helps both sides know what happens next
- Organizes facts and conversations
- Applies rules and calculations
- Flags missing information
- Explains the current plan
Lucy connects both sides
Every client question becomes an advisory opportunity
Lucy on the Go lets the client capture the question when it happens. The advisor receives an organized planning signal inside the same client relationship
Message advisorSchedule videoAdd a noteExplain my plan
Lucy on the GoMaya’s plan
Add a note to ask Bill whether buying another rental this year changes the plan
Added to your planning file and shared with Bill. I can help you schedule a video call too
ADVISOR WORKSPACENew planning signal
NowRental acquisition being considered
Maya wants to understand how another property may affect her active plan
- Source
- Lucy on the Go
- Client context
- Attached
- Next step
- Advisor review
From first fact to active plan
One clear path from opportunity to ongoing service
The work moves through one shared environment instead of becoming a collection of paper documents, inbox threads, and disconnected spreadsheets
Discover and scope
Turn the client story into a planning opportunity
Collect current facts, analyze an optional prior-year 1040, keep conversations beside the profile, and show the opportunity before asking for the commitmentBuild and approve
Model the strongest moves with professional control
Select relevant strategies, adjust assumptions, apply rules and limits, allocate deployable cash, and review the tax calculation before anything reaches the clientPublish and monitor
Keep the approved plan current while the client can act
Publish one clear client plan, keep questions and video calls in context, monitor income pace, and update the plan when changing facts require your reviewDesigned from the advisor’s side of the table
The platform does the organizing. The advisor owns the answer
Every workflow is built around what a tax professional must control: the facts, assumptions, strategy selection, calculations, client explanation, and final approval
Bill Park · TaxHakrBehind the calm client experience
Technical depth when the decision gets real
TaxHakr gives the advisor a controlled planning system beneath the conversation—not a generic AI answer
Evidence and eligibility
Start with reconciled filed-return facts, keep the forward profile separate, and surface only strategies supported by the client’s current facts
Tax math and allocation
Calculate interacting tax effects in order, compare funding requirements, and connect each dollar deployed to the modeled reduction
Client delivery and monitoring
Publish one approved plan, preserve the advisor relationship, and explore future decisions without changing the live plan
Professional guardrails built into the workflow
Unknown stays unknownAI assists—the advisor approvesSources and missing facts stay visibleSandbox scenarios never change the live plan
One platform. Different advisory models
Built for professionals who want planning to become a service
Tax advisors, CPAs and EAs
Turn compliance clients into year-round advisory relationships with a complete planning workflow
Financial advisors and planners
Model tax-aware trade-offs, preserve client context, and collaborate with the client’s tax professional
Advisory firms
Give the team a consistent process for intake, calculation, proposals, review, delivery, and follow-up
Financial professionals can model tax-aware trade-offs and preserve shared context. Qualified tax professionals make tax determinations when required
How the model compares
Three ways advisors deliver tax planning
No competitor scorecards — the structural differences are what decide the client experience
Spreadsheets and manual work
- Hours per plan, rebuilt whenever a fact changes
- The math lives in formulas only you can audit
- The client receives a snapshot that starts aging immediately
- Free — except for your time
Traditional planning software
- Per-seat annual licenses — typically $1,000 to $15,000 a year
- An advisor-only workspace — the client sees a PDF
- The plan is current until the facts change
- Value shows up at the meeting, then fades between them
One live plan, shared
- $85/month flat — unlimited users, clients, and planning sessions
- Client, advisor, and Lucy work in the same live plan
- One deterministic calculation — income changes reprice the plan
- $29 activates a client tax year when the plan is ready
Simple professional pricing
One flat subscription. A small fee only when a plan goes live
Run your whole practice for $85 a month — unlimited users, unlimited clients, unlimited planning sessions. Pay $29 to activate and publish a completed client plan for a tax year
ADVISOR WORKSPACE
Build the relationship
$85per month
Create the client workspace, gather the facts, assess the opportunity, build the proposal, and prepare the plan
- Unlimited users across your practice
- Unlimited private clients
- Unlimited planning sessions
- Collect the digital client profile
- Analyze an optional prior-year 1040
- Review strategies and deterministic calculations
- Scope and send the client proposal
- Build the funded plan before publication
PUBLISHED CLIENT PLAN
Activate the living plan
$29per plan, per tax year
Publish the approved plan to the client and keep the full advisory team connected around one current source of truth
- Client access to the live plan
- Lucy on the Go for the client
- Unlimited advisor and client messaging
- Unlimited video conferencing
- AI-enabled meeting and conversation summaries
- Preserved tax-advisory context across the relationship
- Client- or advisor-managed income tracking
- Ongoing plan monitoring and professional updates
One flat monthly subscriptionNo per-user or per-client fees$29 only when a plan is published for a tax year
Schedule a demo
See a real advisory workflow from first fact to live plan
We’ll walk through the advisor workspace, deterministic tax calculations, client collaboration, and the $29 publish model
Bring a real workflow questionSee how the client, advisor, and Lucy stay connectedAssess how TaxHakr fits your advisory service
Live scheduling
Pick a time that works for you
Calendly will show current availability, confirm the meeting, and send the reminders automatically
Schedule with Calendly