Income Tax Planner - 2026 Pricing, Features, Reviews & Alternatives

Income Tax Planner is a web-based tax planning software designed to help businesses simplify complex tax planning scenarios, present advantageous strategies to clients, and reduce liabilities whilst maintaining compliance with the latest state and federal tax laws.

Income Tax Planner enables teams to accurately project capital gains, tax payments, and taxes for resident and nonresident states, allowing them to plan for tax implications all year resulting from stock sales, marriage, Roth conversions, and other events. The platform provides automated analysis and calculations on the basis of the specified variables of models, such as capital gains, farm income, estate tax, phaseouts, retirement, and more. It also allows tax professionals to perform detailed analysis and what-if scenario planning to boost the efficiency and effectiveness of their practice.

Income Tax Planner lets users deliver insightful client presentations using graphs, letters, and reports to weigh the pros and cons of various strategies and better manage their tax liability. The QuickStart templates are pre-populated, scenario-based worksheets, which enable teams to calculate estimated taxes, determine residential rental income or loss, minimize net investment income tax, and rollover traditional IRA to Roth IRA.