Put your
tax plan in
motion.
Your tax professional sets the strategy.
You always know what comes next.
2026 Strategy Plan
Plan at a glance
StrategyYour plan is ready
Next stepsSee what’s ahead
MilestonesTrack progress together
Top priorities
- Review entity setup
- Explore deductions
- Plan for estimated tax
Your professional
TP
Tax professionalHere to guide your plan
2026 Strategy Plan
Choose your view
Your upcoming actions
- Review your annual detailsDue in 7 days
- Confirm estimated tax approachDue in 14 days
- Complete organizerCompleted May 6
Try switching views.
Product story
One plan.
Two clear views.
You see what you need to do next.
Your professional sees the full strategy
and progress.
Advice is only useful
when it gets done.
Built for how it works
From facts to next steps.
1. Share your facts
Provide your annual details so
nothing important is missed.2. Strategy fit
Your tax professional tailors a plan
that fits your situation.3. Professional review
Review together, refine,
and set it in motion.
For your firm
Your firm,
front and center.
Give clients a branded space inside
Pro Tax Guide. Deepen client relationships
and keep every plan on track.
Thoughtful advice.
Real progress.
Together.
