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.
Watch the 60-second product tour →30 days free at approval, then $89/month for your practice plus $29.95 per client per tax yearUnlimited 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.
See the Planning Suite in action
Keep your clients and their plan connected.
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
Find the strategies and tax credits that fit the client's profile.
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 approves.Sources and missing facts stay visibleSandbox scenarios never change the live plan
TAXHAKR PLANNING SUITE
Build your practice.
Start with 30 days free.
Join free today. Your Planning Suite trial starts automatically when your expert application is approved.
YOUR FIRST 30 DAYS
30 days free
Full Planning Suite access.
No card required.
- Add private clients
- Upload returns and confirm current-year facts
- Review strategies and credits with Lucy
- Build client plans at no charge during your trial
30 days from approval, so your trial time is yours to use.
AFTER YOUR FREE TRIAL
Choose to keep planning.
Continue with the Planning Suite and pay for each client-year you build.
$89 / month
Planning Suite subscription
+
$29.95
per client, per tax year
Charged when you open Build for that client-year after subscribing.
If you don’t subscribe after 30 days, client planning access pauses. Your data is kept.
Your own personal tax plan is always free.
For you only, with no end date, even after your Planning Suite trial ends.
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. Your 30-day Planning Suite trial starts automatically at approval, not at signup. No card is required and no paid subscription starts automatically.
Is my personal tax plan free?
Yes. Every expert can create a free personal tax plan for themselves only. It has no end date and stays available after the Planning Suite trial ends.
What happens after 30 days?
Without payment, client access pauses and all your data is kept. Your personal plan stays free. Continue client planning at $89/month plus $29.95 per client per tax year; client-year fees apply after conversion.
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 personal tax plan for you, with no end date. Your 30-day trial starts at approval. No card required.