TAX PLANNING

Tax plans in minutes, not weeks.

Build 1-year or 20-year tax plans with AI. Identify strategies, model scenarios, project savings, and deliver styled reports your clients actually read.

See it in action Start free

Instead tax planning interface showing multi-year strategy and projected savings

ADVISORY AT SCALE

Turn every return into a planning engagement.

Most firms plan for a handful of clients. Instead makes it possible to deliver comprehensive tax plans to every client, because the agent does the analysis in minutes.

HOW IT WORKS

One workflow. Any plan you need.

Build a 1-year projection or a 20-year roadmap. Choose from over 1,500 built-in strategies, add your own, or create firm-specific strategies unique to your practice. The agent models every scenario against the client's actual income and deductions, so each plan is tailored to what they actually need.

Try planning

Instead planning workflow with document upload and intake form

STRATEGIES

The agent finds strategies your team might miss.

Over 1,500 built-in strategies. Add your own or create firm-specific libraries.

Income strategies

Roth conversions, income shifting, timing of recognition, installment sales, opportunity zone deferrals.

Deduction strategies

Cost segregation, Section 199A optimization, charitable planning, bunching strategies, home office analysis.

Credit strategies

R&D credits, energy credits, education credits, foreign tax credits, EV credits. Matched to eligibility.

Entity strategies

Entity selection, restructuring analysis, S-corp reasonable comp optimization, partnership allocations.

Retirement strategies

Defined benefit plans, solo 401(k) maximization, backdoor Roth, mega backdoor Roth, NUA strategies.

Estate & transfer

Annual exclusion gifting, GRAT analysis, QSBS planning, generation-skipping strategies, trust structures.

Instead scenario comparison showing projected tax liability side by side

SCENARIO MODELING

Model the impact before you recommend.

Every strategy the agent identifies gets modeled against the client's actual data. See the projected savings per strategy, cumulative impact over time, and how strategies interact. Compare scenarios side by side. Current path vs. recommended plan vs. aggressive plan, so the client picks with confidence.

See scenario modeling

DELIVERABLES

Client-ready output. Your firm's branding.

Every plan produces styled, exportable documents. Upload your logo and set your colors once. Every deliverable carries your firm's identity, not ours.

Excel strategy table

Projected savings, implementation timeline, and complexity rating per strategy. Export-ready for your own analysis or client delivery.

Styled Word report

A complete tax plan document with your firm's logo, colors, and formatting. Professional enough to hand directly to the client.

PowerPoint presentation

A slide deck summarizing the plan, strategies, and projected impact. Built for the planning meeting you already have scheduled.

PDF summary

A concise summary of recommendations, savings projections, and next steps. Ideal for email delivery or quick reference.

Firm branding

Upload your logo and set your colors once. Every deliverable the agent produces carries your firm's identity automatically.

BY ENTITY

Tax plans for every entity type you serve.

Individual (1040)

Roth conversions, income timing, charitable strategies, retirement optimization, education credits, and estate planning.

C corporation (1120)

Accumulated earnings planning, Section 1202 QSBS, R&D credits, compensation vs. dividend analysis, tax rate management.

S corporation (1120-S)

Reasonable compensation optimization, shareholder basis tracking, distribution planning, Section 199A maximization.

Partnership (1065)

Allocation strategies, guaranteed payment optimization, partner basis management, Section 754 elections, carried interest.

Trust & Estate (1041)

DNI optimization, distribution timing, trust decanting, charitable remainder strategies, generation-skipping planning.

CROSS-ENTITY

Multi-entity clients. One unified plan.

Your client owns an S-corp, a partnership, and files a 1040. Instead links the entities and builds a unified plan that accounts for flow-through income, basis limitations, self-employment tax, and QBI across all of them. No more juggling spreadsheets across entity types.

See cross-entity planning

Instead linked entity view with flow-through lines and combined strategy impact