About AnnualTaxPlan
We’re on a mission to make expert tax planning accessible to everyone — not just the ultra-wealthy.
Why We Built AnnualTaxPlan
Most taxpayers overpay — not because they want to, but because proactive tax planning has traditionally been expensive, complex, and reserved for the wealthy.
AnnualTaxPlan changes that. By combining AI-powered strategy matching with licensed CPA expertise, we deliver personalized, actionable tax plans at a fraction of the cost of traditional advisory services.
Every plan is built on the same strategies used by top accounting firms — now available to individuals and businesses of all sizes.
Our Approach
Technology + Expertise. Our AI identifies every applicable strategy. Our CPAs validate and customize every plan.
Transparency. Flat-fee pricing, clear deliverables, and a savings guarantee so you know exactly what you’re getting.
Accessibility. Expert tax planning shouldn’t require a $10K retainer. We’ve made it accessible starting at $997.
💡 Proactive, Not Reactive
Tax planning should happen before year-end, not after. We help clients look forward and plan strategically.
✅ CPA-Grade Quality
Every recommendation is grounded in the tax code and reviewed by licensed professionals. No generic tips or questionable advice.
🔒 Security First
Your financial data is protected with 256-bit encryption and strict handling protocols. We treat your information like our own.
Ronak Bhatt, CPA
Licensed CPA and founder of Milestone Certified Public Accountants. Specializes in tax strategy for businesses and high-net-worth individuals.
Milestone CPA Team
Our team of licensed CPAs brings expertise across individual, business, real estate, and estate tax planning.
Technology Team
Engineers and data scientists building the AI-powered platform that makes personalized tax planning scalable.
256-bit SSL Encryption
All data encrypted in transit and at rest
Licensed CPAs
Every plan reviewed by licensed professionals
Savings Guarantee
$5K+ savings or your money back
SOC 2 Pathway
Enterprise-grade security framework
Ready to Get Started?
See how much you could save with a personalized tax plan.