Only TaxMD™ Offers Direct Online Users Tax Planning.

TaxMD™ helps you plan and save your taxes. Its unique features make your tax experience smoother and more efficient.

Free Plan
Limited Functionality

$0

Per month

Billed annually

Curious if TaxMD is right for you? Explore our free tax plan
module and get a sneak peek at our product.

WHAT DO YOU GET?

Tax Savings Estimates

Tax Calculator Access

Downloadable PDF

ROI Projections

NOT INCLUDED

No Tax Planning Workspace

No Event Driven Scenarios

No Entity Structuring

No Option to get discounted call with CPA

From Free Planning to Detailed Implementation

Step 1

Try For Free

Step 2

Sign Up with Right Plan

Step 3

Onboard Yourself

Step 4

Answer Some Questions

Step 5

Get Implementation Plan

Choose a Plan That Best Suits You To Get Started with TaxMD™

Trusted by 1,500+ tax professionals and built for individuals who want to maximize their tax savings on their own

Is TaxMD™ The Right Fit For You?

YOU WITHOUT TAX PROFESSIONAL

You want control without paying thousands in planning fees

FOR YOU IF YOU:

  • Don’t Want to pay $5,000+ for tax planning

  • Want your own interface to manage your tax strategies

  • Want a clear, step-by-step imlpementation plan

  • Want access to your plan all year, not just close to deadlines

  • Don’t want to wait on busy or unresponsive CPAs

  • Unlim/Want AI support when questions come up

WHAT YOU NEED TO GET STARTED
  • Your most recent tax return (Form 1040)
  • Your latest paycheck
  • A few basic questions about your situation
  • Nothing else

Note: You can book a call with a CPA from your interface to help you with your tax planning.

Try For Free
YOU WITH TAX PROFESSIONAL

You want control without paying thousands in planning fees

FOR YOU IF YOU:

  • Don’t Want to pay $5,000+ for tax planning

  • Want your own interface to manage your tax strategies

  • Want a clear, step-by-step imlpementation plan

  • Want access to your plan all year, not just close to deadlines

  • Don’t want to wait on busy or unresponsive CPAs

  • Unlim/Want AI support when questions come up

WHAT YOU NEED TO GET STARTED
  • Your most recent tax return (Form 1040)
  • Your latest paycheck
  • A few basic questions about your situation
  • Nothing else

Note: You can book a call with a CPA from your interface to help you with your tax planning.

Try For Free
FOR PROFESSIONALS

For professionals who want to deliver better tax planning, faster

FOR YOU IF YOU:

  • Want to offer high-value tax planning without Excel sheets.

  • Want to show clients real planning value during intake calls

  • Don’t want to lose clients when they ask for tax planning

  • Want to send customized plans to your client’s interface.

  • Don’t want to wait on busy or unresponsive CPAs

  • Want clients to run their own event driven scenarios

WHAT YOU NEED TO GET STARTED
  • Your most recent tax return (Form 1040)
  • Your latest paycheck
  • A few basic questions about your situation
  • Nothing else

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