Smarter Tax Planning, Made Simple.
PlanWise Tax is your AI-powered assistant for creating personalized tax strategies. Whether you're a W-2 worker, 1099 contractor, or a small business owner, we've got you covered—federally and by state.
PlanWise Tax is your friendly, always-on tax planning assistant. It uses AI to help U.S. individuals and small business owners optimize their taxes with smart, personalized strategies—without the complicated jargon.
Whether you’re looking to lower your tax bill, prep for next year, or simply understand what you owe, PlanWise makes it easy, approachable, and actually kinda fun.
How It Works
Step-by-step format:
🔹 Step 1: Answer a few quick questions
Tell us your income sources, business type (if any), and the state you live in.
🔹 Step 2: Get smart tax strategies
PlanWise identifies personalized deductions, credits, and legal tax-saving moves.
🔹 Step 3: Estimate what you owe (or get back!)
We crunch the numbers and give you a federal and state tax estimate based on your info.
Why You'll Love PlanWise Tax
Personalized tax advice for W-2, 1099, and small businesses
Federal and state-level guidance
Clear refund or payment estimates
Friendly, human-sounding answers (not IRS robot talk)
Available 24/7—no appointments needed
Let’s Make Your Taxes Less Taxing
Whether you're planning ahead or cleaning up last year, PlanWise Tax is here to help you save smarter. Try it now—it’s free to use and always here when you need it.
Get Started Now!