Secure tax planning, made clear
Upload your tax documents and see what you may still owe. A CPA or CFP will review your Five Pillars plan before you take action.
Try it — illustrative example
$86,400 → $0
$86,400 removed — 100% of the estimated bill. Toggle a step to see its weight.
Illustrative only. Your real plan is built from your own figures.
Reposition how your income is characterized and earned.
Capture qualified deductions you are currently leaving behind.
Stack advanced retirement and deferral vehicles.
Apply dollar-for-dollar credits available to your household.
Shift recognition, depreciation and carryforwards to close the gap.
Current vs. optimized, charted side by side.
Your figures stay tied to your account only.
Book a professional to validate the plan.
Download a clean PDF for your accountant.
The free Starter plan shows the figures extracted from your documents. The paid plan adds the Five Pillars strategy, secure tax-plan preview and professional review workflow.
Yes. Start by uploading a tax return, pay slip or business profit-and-loss statement. TaxZero reads the figures and lets you confirm them before they are used.
No. TaxZero is an educational planning tool. A licensed CPA or CFP will review your plan before you act on it when you book a review from your dashboard.
Your figures are stored against your own account and are only readable by you and the advisor you request. You can export or delete your data at any time from Settings.
No spreadsheet, no jargon — just a clear estimate and a plan aligned with your goals.
Build my tax planFree to build your plan. No credit card required.