AI Planning
AI Tax Plan Generator - Proactive Advisory at Scale
Build multi-strategy tax plans tailored to each client's situation, backed by authoritative support.
Multi-strategy plans grounded in authoritative support
Tax Plan GeneratorTaxBase · draft
StrategyEst. savingsEffort
Solo 401(k) max$8,400Low
S-corp election$6,100Medium
Accountable plan$2,300Low
Process
How it works
- 01
Enter client details
Provide the relevant facts and goals.
- 02
AI builds the plan
Strategies are assembled and prioritized.
- 03
Present and act
Share the plan and track follow-through.
Benefits
Why firms use it
Multi-strategy plans
Surface several strategies ranked by impact.
Authoritative support
Each recommendation is grounded in real guidance.
Advisory revenue
Turn compliance clients into advisory relationships.
Client-ready output
Deliver a plan clients can actually act on.
Use cases
Built for real workflows
Year-end planning
Business owners
High-income individuals
Start today
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.