Tax Planning AI Software
to Unlock Advisory Opportunities
Meet Tax Maverick—the Tax Planning AI Software that guides a client conversation, analyzes source docs, models strategies, and auto-builds a client-ready plan. This is practical software for tax planning for firms that want to stop grinding on low-fee prep and start delivering high-value advisory—without hiring an army or reinventing your process.
Join 100+ companies already saving time and resources
Built for the overworked pro
who's ready to level up
You didn't choose this profession to be stuck in “tax prison.” You need Tax Planning Software that helps you command premium fees, attract better clients, and regain your calendar. Tax Maverick is tailored to the mid-career preparer who's respected but overwhelmed—ready to be known as a strategist, not just “the tax guy.”
Searching for clarity? Start with the tool that embeds proven assessment, planning, and proposal workflows so advisory becomes repeatable for your whole team.
Features
What makes this Tax Planning Software different
What makes this Tax
Planning Software
different
Customizable Questionnaire
Launch guided conversations that surface entity structure, income streams, and deductions you'll need for a winning plan.
Automated Data Review &
Strategy Modeling
The software analyzes answers and uploaded docs, then applies 30+
robust strategies and projects current-year liability. This planning AI
software step reveals where the savings are.
One-Click Proposal
Builder
Instantly generate branded proposals that translate findings into fees, timelines, and next steps so clients say “yes” faster.
Onboarding Status
Console, Metrics
Dashboard & Client
Progress Tracker
Keep every client, strategy, and deadline moving without spreadsheets.
Payment Recording &
Practice Visibility
Tax Maverick tracks payments and balances to protect cash flow while
advisory scales. If you catch yourself wondering “What is the best AI
accounting software for taxes?” choose the platform purpose-built to
productize your process, not just file returns.
How It Works
Inspire
Present your findings with ease—share reports, collect e-signatures, and manage payments in one place. With ready-to-use PowerPoint templates, you can confidently guide client meetings and highlight key insights.
Analyze
Our AI analyzes client data to identify eligible tax strategies and generates a detailed Tax. Savings Assessment Report—saving time while maximizing client results.
Pricing
Use advanced pricing tools and ready-to-send deliverables to confidently price your services and clearly show clients the value they'll receive.
Advise
Present a polished plan and proposal generated by your Tax Planning Software and enroll clients with confidence.
Still asking “What is the best AI accounting software for taxes?” Adopt
the system that streamlines assessments, formalizes strategy, and
standardizes delivery.
Testimonials
Why trust Tax Maverick?
Tax Maverick was built by practitioners who lived the high-volume grind, then
cracked the advisory code—moving from ad-hoc consults to a scalable
assessment-first model. The platform reflects those field-tested systems so any
team member can execute consistently.
Compared with generalist prep tools and practice managers, this Tax Planning
Software is engineered for strategy delivery, not just filing or task management. The
broader landscape (TurboTax, TaxDome, Holistiplan, Corvee, TaxPlanIQ, Drake)
confirms there's a gap between filing, practice ops, and deep planning;
Tax Maverick is built to fill that gap for professionals who lead with tax strategy.
If you've been evaluating the market you'll find our differentiation in assessment-first
workflows, automated modeling, proposal generation, and practice-level tracking.
Trusted by 1,001 firms to uncover over $353,758,652 in client tax savings.
"With Tax Maverick, they are easy to collaborate when it comes to feedbacks, they helped us CPAs and Tax Advisor to create what we want - it has saved me time."
Pam Brar
CPA, Tax Strategist
"Since I started using Tax Maverick, I have streamlined my processess and began focusing on Tax Effecient Exit Planning.
Tax Maverick is the best bolt on service offering for my advisory service and could be an easy addition to any other accounting or Tax Compliance Business."
Robert Green
Tax Strategist
"Life is a lot easier with Tax Maverick! It's faster and easier.
I looked at the other tax planning programs went with the Tax Maverick cause it's very efficient and it followed through with what it says, and that is a very important thing to me."
Santos Gutierrez
Tax Planner/Advisor
"When I look a Tax Maverick, I was thinking to myself there's got to be a way to build a spreadsheet that formulates all these strategies and was about to work on that until I found about Tax Maverick, and that pretty much changed a lot of things.
I am very impressed with the software. Tax Maverick gives me a more professional standpoint, now I have a tool that I know that by applying these strategies will benefit tax payers."
Kevin Martinez
Registered Tax Preparer
"I was always seeking ways to refine my approach and deliver more value to my clients. I was looking for a more structured and effective way to streamline my Tax Planning Process.
When I joined Tax Maverick within the first month, I sold about three assessments, and was able to save a significant amount of money for my clients by using a more systematic approach."
David Boatswain
10 Years Tax Planner
"Tax Maverick has changed my mindset, after joining Tax Maverick, I was able to sell and get paid upfront my first tax assessment within four days. It's AI supported and it's just very simple and very easy to use."
Anne Liang
CPA
Why Tax Planning Software
Matters for Modern Firms
In today's rapidly changing financial landscape, firms that rely solely on tax preparation are
leaving growth on the table. Tax Planning Software empowers professionals to move beyond
compliance and deliver proactive, high-value advisory services that strengthen client
relationships and boost profitability. By automating data analysis, modeling tax strategies, and
generating client-ready proposals, it transforms complex tax work into scalable, repeatable
advisory processes. For modern accounting practices that want to future-proof their business,
adopting intelligent Tax Planning AI Software isn't just an upgrade it's a competitive advantage.
FAQs
Ready to lead with strategy?
Launch your first plan with our Tax Planning Software.
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