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
- Reviews the shared plan
TAX PLANNING SOFTWARE FOR ADVISORS
Turn tax insight into year-round advisory relationships
Review client facts, evaluate strategies, and deliver a clear plan. Built for CPAs, EAs, and financial advisors. Your judgment stays in control.
$89/month for your whole practiceUnlimited users, clients & planning sessionsFree to apply · Professional review required
ILLUSTRATIVE CLIENT PLANMaya’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
Illustrative example only. Results depend on client facts, eligibility, and implementation.
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
- Explains calculated scenarios
- Flags missing information
- Explains the current plan
From first fact to active plan
From client facts to a clear plan
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, update confirmed facts, and revise the plan when your review calls for itDesigned 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
See the TaxHakr Planning Suite
Review the evidence, compare the calculations, and share the approved plan. Explore the actual workspace below.
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
Simple professional pricing
Your practice. One planning workspace.
Start with your advisory workspace. Activate each client’s planning year when you need it.
TAXHAKR PLANNING SUITE
Built for your practice
$89per month
One connected place for your clients, planning, and advisory conversations.
- Unlimited users and private clients
- Return analysis and current-year profiles
- Strategy evaluation and scenario comparisons
- Proposals and advisor-approved client plans
CLIENT-YEAR PLAN
A plan for each client
$29.95per client, per tax year
Separate from your subscription. Charged when you open Build for that client’s tax year.
- Build and revise the client’s plan
- Share the approved plan in a private portal
- Keep client conversations in context
- Unlimited revisions within that tax year
A few helpful answers
Before you join.
Who is TaxHakr for?
TaxHakr supports CPAs, EAs, tax professionals, financial advisors, and advisory firms delivering proactive planning. Qualified tax professionals make tax determinations when required.
Can I bring my existing clients?
Yes. Use the Planning Suite for your private client relationships, with a shared place for the plans you approve and the conversations that follow.
What happens when I join?
Complete the professional application. The team reviews your information and guides you through the applicable agreements, account setup, and approval steps. Applying does not activate a paid subscription.
What does Lucy do?
Lucy helps explain client facts, calculated scenarios, and the approved plan. You control the assumptions, recommendations, and final decisions.
Can I see a demo first?
Yes. Schedule a demo to walk through the workspace and ask how TaxHakr fits your practice.
Your next chapter in advisory
Bring proactive planning to your practice.
Keep the relationship. Build the plan. Help your clients move forward.
Free to apply. Professional review and onboarding required.