AI Tax Projections for CPAs – Accurately Forecast Client Tax Liabilities
No more year-end surprises. Enter your client's income and deduction changes, model multiple scenarios simultaneously, and deliver a clear tax projection report that enables proactive planning — not reactive scrambling.
Multi-scenario modeling · Client-review ready · Estimated payments guidance
From current-year data to projection report
Model your client's tax liability under different scenarios and arrive at the planning meeting with numbers, not guesses.
Enter Client Income and Deduction Changes
Input year-to-date income, any anticipated changes (new income sources, asset sales, retirement distributions, business income fluctuations), and known deduction changes from last year. Use prior-year return as your baseline.
AI Models Multiple Scenarios
CPA Pilot simultaneously calculates tax liability under different scenarios — base case, upside case, and any specific planning alternatives you want to test (Roth conversion, charitable contribution, accelerated depreciation, etc.).
Get a Tax Projection Report for Client Review
Receive a clear projection report showing estimated tax liability, recommended quarterly payments, year-over-year comparison, and a summary of which planning actions have the highest impact for this client.
Proactive advisory starts with accurate projections
Model Multiple Scenarios at Once
Instead of running one projection and hoping it's right, CPA Pilot models your base case alongside 2-3 planning alternatives simultaneously — so you can show clients exactly what different decisions mean for their tax bill.
Proactive Client Advisory
The firms clients value most aren't the ones who file their returns — they're the ones who call in November to say 'here's what you owe and here's what we can do.' CPA Pilot makes that conversation easy to prepare for every client, not just your largest ones.
Reduce Year-End Surprises
Underpayment penalties and unexpected tax bills damage client relationships. Running mid-year projections for clients with variable income — freelancers, business owners, investors — catches liability buildup before it becomes a problem.
Quantify Planning Decisions
Clients make better decisions when they can see the numbers. Show the after-tax impact of a Roth conversion, the value of maximizing retirement contributions, or the difference between selling in Q4 vs. Q1 — with actual dollar figures.
When projections matter most
High-Income Individual Planning
Clients with income above $200K face phase-outs, NIIT, additional Medicare taxes, and AMT considerations. CPA Pilot models all of these interactions and identifies estimated payment requirements before underpayment penalties accrue.
Business Income Fluctuations
Self-employed clients and business owners have unpredictable income. CPA Pilot projects tax liability at different income levels so you can advise on optimal quarterly payment amounts without over-paying or under-paying.
Retirement Distribution Planning
When to take RMDs, how much to convert to Roth, and at what point Social Security becomes taxable — these are complex optimization problems. CPA Pilot models the interaction of all retirement income sources to find the lowest-tax scenario.
Major Life Events (Business Sale, Inheritance)
A business sale, large inheritance, or stock option exercise can create a massive, unexpected tax bill. CPA Pilot projects the full tax impact — federal, state, NIIT, capital gains — and models timing and installment strategies to manage it.
A sample multi-scenario tax projection
Build a complete planning workflow
Tax Plan Generator
Turn projection insights into a comprehensive long-term planning document for your client.
Entity Selection Tool
Compare entity tax impact as part of your projection scenario analysis.
AI Tax Return Summary
Use prior-year return summaries as your projection baseline for maximum accuracy.
Stop reacting. Start projecting.
Give every client mid-year projections and year-end planning clarity with AI-powered scenario modeling.
Start Your Tax Projection Now