AI-TaxPlan
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Part of I-TaxPlan Growth · For CPAs, EAs & tax advisory firms

Find your clients tens of thousands in tax savings — in 30 seconds.

Upload a return. Three AI specialists surface every qualifying strategy, verified for IRS defensibility. You review and send a branded plan clients actually accept. Plans from $99/month.

Tax plan summary · 2025
$84,575/yr
S-Corp Election$22,150
Charitable Gift Financing$38,200
Auditor · verified & cited
1,200+ firms$2.4B in savings found40+ strategiesIRS-defensible & cited
How it works

Three specialists. One workflow.

1
The Inspector
Reads the return and builds a complete financial profile — income, entity, deductions, gaps.
2
The Strategist
Matches 40+ strategies against the profile and ranks them by dollar impact.
3
The Auditor
Verifies every recommendation for risk and IRS defensibility, with citations, before you see it.
The math for your firm

Charge for value, not hours.

The average plan finds $110,000/yr in savings. At a 20% advisory fee, that's $22,000 per client — from a 30-second analysis.

Avg found / client
$110K
Fee-to-cost ratio
2×
Pricing

Three plans.

We educate, implement, and refer — plus the tax-planning software. Refer means we connect you or your clients with vetted providers.

Academy + CRM
$99/mo
  • Academy and CRM, 1 seat
  • Full tax plans: 1 for $200 or 3 for $500 — they never expire
  • Quick Plans and proposals are free
Get started
Full Firm
$750/mo
  • Unlimited full tax plans
  • Unlimited team
Get started
Ads + Lead Gen
$1,250/mo
  • Everything in Full Firm
  • Ads and lead generation, set up with our team
Talk to us

See it on one of your own returns.

Book a call and we'll walk it through with you.

Book a call
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