Tax planning will never be the same
Hazel’s tax planning agent empowers advisors to create personalized tax plans at unprecedented speed.
AI-powered tax planning that does the heavy lifting for you
More time with clients; less time in spreadsheets
Hazel combines detailed client insights with a deep analysis of their financial documents so advisors can spend up to 47%* more time with clients.
Premium tax plans for every client
Hazel frees you from background work so you can offer the same full-service advice you’d reserve to your highest net-worth clients to everyone.
Turn client presentations into conversations
Instead of a static document, Hazel creates a bespoke, interactive plan so you can walk through different tax scenarios live with clients.
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"Hazel Tax Planning allows us to use real-time data from custodians to update and customize tax plans. Imagine software that learns how you work and adapts to your workflows, not the other way around: That's Hazel."
This testimonial may not represent the experience of others and it is not a guarantee of results. This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. Individual results will vary.
A comprehensive tax plan,
delivered in minutes
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Perform rich tax analysis
Hazel combines its understanding of clients’ unique situations and goals with analysis of their tax documents to build deep, personalized tax plans.
Uncover hidden tax opportunities
Hazel gives detailed recommendations for how to optimize investments, maximize deductions, and strategically plan for retirement.
Run scenario analysis on demand
Select different tax-planning scenarios for clients and Hazel will update in real time to show you how it affects their plan.
Built to cover edge cases
Hazel is designed to cover a broad spectrum of tax scenarios—business exit planning, DAF strategy, cross-border tax strategy, and more.
Demonstrate quantifiable results
Hazel shows your clients exactly how much your tax advice is saving them, in the short-term and over time.
Real margin expansion
$800k+In tax savings across your book
1500+Advisors actively using Hazel
20+Hours saved every month
With Hazel AI and Tax Planning, advisors are saving an average of 20 hours per month and $5,900 on their clients' taxes. Based on Hazel user surveys and product data, 2026. Time savings require the use of both Admin AI and Tax Planning. Practice-level estimates assume ~143 households per advisor (LPL Financial). Averages shown; individual results will vary.
Hazel gets to know your client as well as you do
With details captured from client meetings, CRM entries, notes, and emails, Hazel remembers everything about your clients’ goals and financial situation and uses it to build a tax plan tailored to their unique needs.
Reinvent your tax-planning workflow with Hazel
