Your Personalized Tax Plan. Built by CPAs.
AnnualTaxPlan identifies every legal tax-saving strategy available to you — then a licensed CPA reviews, customizes, and delivers your plan.
Your Tax Plan in Three Simple Steps
No complicated software to learn. No hours of research. Just answer a few questions and let our CPAs do the rest.
Complete Your Intake
Answer a guided questionnaire about your income, entities, investments, and goals. Takes about 15 minutes.
AI Matches Strategies
Our platform analyzes 30+ tax strategy categories against your unique situation, identifying every legal savings opportunity.
CPA Reviews & Delivers
A licensed CPA reviews every recommendation, customizes your plan, and delivers a professional PDF with IRS code references.
See What Clients Are Saving
Every plan is different, but the savings speak for themselves.
| Client Type | Income Range | Strategies Found | Est. Annual Savings |
|---|---|---|---|
| W-2 Professional | $150K – $300K | 8 – 12 | $8,000 – $22,000 |
| Small Business Owner | $200K – $500K | 12 – 18 | $15,000 – $45,000 |
| Real Estate Investor | $300K – $1M | 15 – 22 | $25,000 – $80,000 |
| High-Net-Worth | $500K+ | 18 – 30+ | $40,000 – $150,000+ |
Built for People Who Want More
Whether you’re an individual taxpayer or a CPA firm, AnnualTaxPlan helps you find and capture every tax savings opportunity.
Individuals & Business Owners
Get a personalized, CPA-reviewed tax plan that identifies every deduction, credit, and strategy available to your unique situation. Starting at just $997.
CPA Firms & Tax Professionals
Add scalable, white-labeled tax planning to your practice. Deliver proactive advisory services and increase revenue without hiring additional staff.
Backed by a 100% Savings Guarantee
If your Annual Tax Plan doesn’t identify at least $5,000 in potential tax savings, we’ll refund your purchase in full.
Bank-Level Encryption
256-bit SSL on all data
Licensed CPAs
Every plan reviewed by a CPA
Money-Back Guarantee
Full refund if under $5K found
24-Hour Response
Fast turnaround on inquiries
Tax planning isn’t about selling — it’s about serving.
Stop leaving money on the table. Let our CPAs show you what you’re missing.