Turn client tax data into clear tax plans in minutes.
Hazel AI Tax Planning reads 1040s, paystubs, statements, meeting notes, email, custodial, and CRM data to help advisors create personalized tax strategies and client-ready plans.
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Tax planning
that's a step ahead
Everything you need to turn raw tax data into clear, high-impact tax plans built into the Hazel workspace you already use.
Perform rich tax analysis
Uncover hidden tax opportunities
Run scenario analysis on demand
Quantify the value of your advice
How Hazel fits into your tax planning workflow
Step 1
Bring in client data
Upload 1040s and supporting documents, or pull in existing info from Hazel, your CRM, and custodial data.
Step 2
Let Hazel get to work
Hazel parses the documents, understands the client’s situation, and highlights important tax opportunities to consider this year.
Step 3
Explore scenarios together
Ask Hazel to model different options like Roth conversions, income changes, withdrawal strategies, life events, or market assumptions, and compare the outcomes.
Step 4
Share the plan
With a click, create a professional tax letter and interactive client report, plus advisor-facing notes and talking points for your next meeting.
Why wealth managers choose Hazel for tax planning
Bring a high-impact service to every client, at scale
Hazel connects the dots across each client’s income, accounts, dependents, and life events to show why their tax outcomes look the way they do, and which moves actually make a difference.
Deliver sophisticated plans powered by deep tax intelligence
Tax code is incredibly complex. Superior reasoning and specialized tax knowledge help Hazel build clear, defensible, tax-efficient plans you’d expect from a seasoned planner.
Turn your whole team into tax planning pros
Give paraplanners and associates a guided workflow so more of your team can do great tax planning work. That means consistent, repeatable tax reviews and recommendations across the firm.
You stay in control of every recommendation. Hazel does the heavy lifting.
Start free trialYour tax planning questions, answered
Security is one of the areas where advisors have the most questions, and for good reason. In wealth management, client trust is everything, and safeguarding sensitive information is non-negotiable. Here are the questions we hear most often, along with our answers:
