Tax Planner Pro

Tax Return Preparation & Planning Strategies.

Key benefits

  • NOW UPDATED FOR 2018 INCLUDING THE ALL NEW SEC 199A DEDUCTION. Lower your tax bill by $3,468 on average each year. This savings comes from the tax strategies we provide as part of the software.

How it works with QuickBooks

Do you need your business tax return prepared? Do you want to know what strategies could lower your tax bill? Tax Planner Pro can help you lower your taxes and prepare the tax returns all in one app. CPA review and help is included.


Tax Planner Pro provides small businesses a detailed look at their upcoming tax liabilities and provides strategies of how to lower their tax bill. Our app saves business owners $3,468 per year on average.


Halon Tax

Terms and Conditions
Privacy Policy

UPDATED FOR THE 2018 TAX BILL (Includes the Sec 199A Deduction) Our Basic Plan is FREE FOREVER! Our paid subscriptions unlock tax strategies, the simulator, 1040 automation, and much more.

Basic Free 1 The Basic plan is "Forever Free" and shows your Business Tax Projection with QuickBooks Online Sync.
Professional $249/year 1 The Pro plan includes everything in the "Basic Plan" as well as your personal tax projection, the Planner Module and the Simulator Module. Dozens of planning tips, how-to videos, and much more... Each plan also comes with 1 on 1 on-boarding.
Mini Professional Accountant Plan $749 /yr Unlimited FOR PROFESSIONAL ACCOUNTANTS ONLY: The Mini plan includes full Tax Planner Pro portals for your clients and comes with the accountant portal to manage clients.
RTP Professional Accountant Lifetime Plan $2,149 Unlimited FOR PROFESSIONAL ACCOUNTANTS ONLY: The RTP plan is a lifetime subscription and includes everything in the Accountant plan as well as the RTP designation and credential.
Tax Return Preparation Service $79 for 1120S or 1065 Unlimited For tax year 2017. Business tax return only (no Form 1040). Tax Planner Pro reads your QuickBooks data and prepares your business tax return for you. No data-entry, over 150 different reviews for missing deductions, and CPA review included.

Tax Planner Pro believes support is just as important as making a great product. Our Customer Service Hero's will work with you every step of the way utilizing the latest in easy to use customer support tools and forums. We know that providing our users with the best experience means answering questions and solving issues quickly and correctly. We encourage you to visit or email us at

Online support:


How can I get help when I have questions about using Tax Planner Pro?
We have several ways you can contact us. Our support forum at has several questions already answered for you and can be searched based on what you need. You can also email support at Finally you can call our customer support hero's M-F from 9am to 430pm EST.
What is the difference between the small business version and accountant version?
The small business version and accountant portal are both fully featured products, the only difference is the small business version comes only with 1 portal. The Accountant version allows for unlimited clients to receive portals...
Does Tax Planner Pro prepare tax returns?
Yes! If you have an S-corporation or Partnership and need your business tax return prepared and reviewed by a CPA, then our return preparation service can handle all of that for just $79.
Does Tax Planner Pro help me with my business taxes or my personal taxes?
Both! Tax Planner Pro calculates your business income taxes and your personal income taxes, provides you insight into both returns and how they affect one another. Most small businesses pay income tax at the personal level, but the amount they pay is based on their business. Only working on both can you save the BIG MONEY!