Tax Planning for CPA Firms
Add scalable, white-labeled tax planning to your practice. Deliver proactive advisory services without hiring additional staff.
Starter
- Up to 10 client plans per month
- Your firm’s branding on deliverables
- Client portal access
- Strategy library access
- Email support
Professional
- Up to 50 client plans per month
- Full white-label branding
- Priority CPA review queue
- Team accounts (up to 5 users)
- Custom intake questionnaires
- Phone & email support
- Quarterly strategy webinars
Enterprise
- Unlimited client plans
- API integration with your systems
- Custom strategy library
- Unlimited team accounts
- Dedicated account manager
- SLA guarantees
- Custom onboarding & training
Revenue Without Overhead
Add tax planning as a service line without hiring specialists. The platform does the heavy lifting — your firm delivers the value.
Year-Round Client Engagement
Move beyond seasonal tax prep. Tax planning creates ongoing advisory relationships that increase client retention and lifetime value.
White-Label Everything
Plans, portals, and deliverables carry your firm’s branding. Clients see your firm — not ours.
Built by CPAs, for CPAs
Created by Milestone Certified Public Accountants. We understand your workflow, your compliance requirements, and your clients.
Can I try it before committing to a subscription?
Yes. We offer a 30-day trial on the Starter plan so you can test the platform with your clients before making a commitment.
How does white-labeling work?
On Professional and Enterprise plans, all client-facing deliverables — PDF plans, the client portal, and email communications — display your firm’s logo, name, and branding. Your clients never see AnnualTaxPlan.
Do my clients’ plans still get CPA review?
Yes. Every plan generated through your account is reviewed by a Milestone CPA before delivery. You can also add your own review layer if desired.