AI Tax Plan Generator for CPAs – Create Long-Term Tax Strategies for Clients
Tax planning is the highest-value service you offer — but creating comprehensive, client-facing planning reports takes hours. CPA Pilot identifies hidden planning opportunities and generates a formatted planning report in a fraction of the time.
Retirement, estate & business planning · Client-facing reports · Quantified opportunities
From financial profile to planning report
Input your client's situation once and receive a comprehensive, client-ready tax planning document.
Input Client's Financial Profile
Enter the client's income sources, estimated net worth, retirement accounts, business ownership, family situation, and primary financial goals. The more context you provide, the more targeted the planning output.
AI Identifies Planning Opportunities
CPA Pilot scans for opportunities across retirement planning, estate and gift tax, business deductions, investment tax efficiency, charitable giving, and timing strategies — surfacing what's most relevant to your client's situation.
Generate Client-Facing Planning Report
Receive a formatted planning report with a priority list of recommendations, estimated tax savings for each, implementation steps, and suggested timeline — ready to walk through with your client in a planning meeting.
Deliver advisory services at compliance speed
Find Hidden Planning Opportunities
CPA Pilot systematically checks dozens of planning categories for every client — Roth conversions, backdoor Roth, QSBS exclusion, qualified opportunity zones, charitable remainder trusts, and more — so no opportunity goes unidentified.
Client-Ready Formatted Reports
The output isn't a list of notes — it's a polished planning document with an executive summary, prioritized recommendations, estimated impact, and action steps. Give it to your client at the end of your planning meeting.
Covers Retirement, Estate, and Business Planning
Retirement income sequencing, RMD planning, Social Security optimization, estate and gift tax strategies, business succession, buy-sell agreements, key-person insurance — CPA Pilot covers the full planning universe so you don't have to keep everything in your head.
Save Hours of Planning Work Per Client
A comprehensive tax plan typically takes 4-6 hours to research, write, and format. CPA Pilot compresses the research and structuring phase dramatically — so you spend your time on judgment and client conversation, not drafting documents.
Where tax planning makes the biggest difference
Retirement Income Planning
For clients approaching retirement, the decisions around RMDs, Roth conversions, Social Security timing, and withdrawal sequencing can mean the difference of hundreds of thousands of dollars over their lifetime. CPA Pilot models each scenario.
Estate & Wealth Transfer Planning
High-net-worth clients with taxable estates need annual reviews as exemption amounts change. CPA Pilot identifies gifting strategies, trust structures, and charitable planning opportunities that align with both tax efficiency and family goals.
Year-End Tax Optimization
Every November and December, the same questions arise: Should this client do a Roth conversion? Harvest losses? Accelerate deductions? Defer income? CPA Pilot runs the analysis for every client who needs it, not just the ones you have time to manually review.
Business Succession Planning
When a business owner is ready to sell or transfer the business, the tax implications are enormous. CPA Pilot helps you analyze asset vs. stock sales, installment sales, QSBS exclusions, and family transfer strategies — preparing you for the highest-stakes conversations.
Complete the planning workflow
AI Tax Projections
Model the tax impact of your planning recommendations before committing to a strategy.
Entity Selection Tool
Ensure the right business structure before building a long-term tax plan around it.
Tax Research Assistant
Deep-dive research on specific planning strategies identified in the tax plan.
Offer every client the planning they deserve
Generate comprehensive, client-ready tax planning reports in a fraction of the time.
Generate a Custom Tax Plan