# Intuit Tax Advisor Review: Pricing, Features, Alternatives Intuit Tax Advisor: Tax planning built into Lacerte and ProConnect at no separate charge. Pricing from $599 / year, SOC 2 unconfirmed, and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/tax-planning/intuit-tax-advisor/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Tax Planning & Advisory](https://node8.ai/accounting-tools/tax-planning/) # Intuit Tax Advisor Top Pick · Intuit Tax planning built into Lacerte and ProConnect at no separate charge [Visit Intuit Tax Advisor](https://accountants.intuit.com/tax-advice-planning-for-professionals/) [All 13 tax planning & advisory tools](https://node8.ai/accounting-tools/tax-planning/) Best for Firms already filing 1040s in Lacerte or ProConnect that want a client-facing plan without re-keying the return Starting price $599 / year (Lacerte Fast Path is $599/year and includes unlimited tax advisory reports; ProConnect requires User Access per user) SOC 2 Unconfirmed Multi-factor auth Unconfirmed Ownership part of Intuit Integrates with Lacerte, ProConnect Tax, Intuit Sign The read ## What Intuit Tax Advisor does Nothing extra appears on the invoice for this one if the firm already files in Lacerte or ProConnect. Intuit Tax Advisor runs inside those two products, pulls a completed return forward as the baseline, and turns it into a client plan. The import is the whole point: Intuit's feature page says it brings across 100 percent of federal and resident state data, so income, deductions and revenue arrive without anyone scanning a PDF or typing figures into a second system. From there a preparer applies strategies out of a built-in library, things like hiring children, IRA contributions and bunching itemized deductions, or writes a firm strategy once and reuses it across clients. The output is a branded report showing the projected saving attached to each recommendation, plus quarterly estimate PDFs with penalty and interest already computed. The fit is narrow and obvious. A firm on Lacerte or ProConnect gets planning for what it already pays, since the Lacerte pricing page now lists Intuit Tax Advisor as built in and includes unlimited advisory reports even in the $599 per year Fast Path plan. A firm on Drake, UltraTax, CCH Axcess or TaxAct gets nothing at all, because there is no path in other than a return prepared in an Intuit product. That is a hard boundary, not a limitation to work around. The depth is where it stops short. Intuit's own disclaimer flags limits on state strategies, and the import is described as federal and resident state, which leaves a multi-state or nonresident client outside what the tool models cleanly. It is oriented toward the next filing year rather than a long horizon, so a firm that needs to carry a Roth conversion ladder or an installment sale across five or ten years, with AMT and net investment income tax tracked at each step, is not going to get that here. Neither is a firm that wants an entity-restructuring analysis rather than a list of scored strategies. Against Bloomberg Tax's Income Tax Planner the trade is straightforward. Bloomberg computes federal, state and nonresident tax with AMT, capital gains, phase-outs and carry-overs out to twenty years, and Intuit does not try to. Against Holistiplan, Intuit wins on data fidelity, because it reads the return from the source rather than by OCR of a PDF, and loses on reach, because Holistiplan works with any return from any software and Intuit works with two. Corvee carries a far larger strategy library and covers entity work Intuit does not touch. The tier moved up from strong-option. The reasoning is cost and completeness of input rather than sophistication. For the substantial share of US firms of 2 to 50 that already file 1040s in Lacerte or ProConnect, this is where planning should start, because the return import is free and complete and the client deliverable exists. Every paid tool in this category should be evaluated against what this one already does for nothing. The caveat sits in the lock-in: the value disappears entirely if the firm changes tax software. Capabilities ## What you get Imports 100% of federal and resident state client data from a Lacerte or ProConnect return Built-in strategy library covering hiring children, IRA contributions and bunching itemized deductions, plus firm-authored strategies QBI deduction simulation and S corporation and partnership basis tracking Quarterly estimated tax calculation with penalty and interest, output as a client PDF Client report branded with the firm logo and colors, quantifying projected savings per strategy Pricing, security, integrations ## What it costs and what it connects to Intuit Tax Advisor starts at $599 per year (Lacerte Fast Path is $599/year and includes unlimited tax advisory reports; ProConnect requires User Access per user). Pricing is included with a Lacerte or ProConnect license. We could not confirm a SOC 2 report for Intuit Tax Advisor from public sources. Ask the vendor directly before it touches client data — an absence here means unverified, not absent. Intuit Tax Advisor does not integrate directly with a general ledger. On the tax side it works with Lacerte and ProConnect Tax. Beyond that: Intuit Sign. [Vendor pricing page](https://accountants.intuit.com/tax-software/lacerte/pricing/) Our rating ## Why we rate Intuit Tax Advisor a Top Pick Intuit Tax Advisor is one of 3 tools we rate a Top Pick among the 13 tax planning & advisory products in this directory. What we would shortlist first in this category: proven with real firms, actively developed, and priced and integrated in a way that suits a US accounting or bookkeeping practice. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Same vendor ## More from Intuit ### [Intuit Accountant Suite](https://node8.ai/accounting-tools/close-automation/intuit-accountant-suite/) Intuit's successor to QuickBooks Online Accountant, with a per-client close workflow module One to Watch ### [Lacerte](https://node8.ai/accounting-tools/tax-preparation/lacerte/) Intuit's high-end desktop tax package for complex returns and multiple preparers Strong Option ### [Intuit ProConnect Tax](https://node8.ai/accounting-tools/tax-preparation/proconnect/) Intuit's browser-based professional tax product, priced per return with a published ladder Top Pick ### [Intuit ProSeries Tax](https://node8.ai/accounting-tools/tax-preparation/proseries/) Intuit's forms-based Windows tax package with unlimited 1040 pricing at $2,605 Strong Option Alternatives ## Intuit Tax Advisor alternatives ### [Corvee](https://node8.ai/accounting-tools/tax-planning/corvee/) Multi-entity tax planning with a large strategy library and branded client plans Strong Option ### [Holistiplan](https://node8.ai/accounting-tools/tax-planning/holistiplan/) OCR reads a 1040 PDF and returns a client-ready tax observations report Top Pick ### [BNA Income Tax Planner](https://node8.ai/accounting-tools/tax-planning/bna-income-tax-planner/) Multi-year federal, state and nonresident projection engine for complex individual returns Strong Option ### [Planner CS](https://node8.ai/accounting-tools/tax-planning/planner-cs/) Multi-year federal and state projection software sold inside the CS Professional Suite Dated ### [Instead](https://node8.ai/accounting-tools/tax-planning/instead/) AI tax platform combining planning, preparation and e-filing, billed by credits consumed One to Watch ### [Luminary](https://node8.ai/accounting-tools/tax-planning/luminary/) Reads trust and estate documents and turns them into flowcharts and estate tax models One to Watch [Compare all 13 tax planning & advisory tools](https://node8.ai/accounting-tools/tax-planning/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [Intuit Tax Advisor product page](https://accountants.intuit.com/tax-advice-planning-for-professionals/) Retrieved 2026-09-08 ### [Intuit Tax Advisor features](https://accountants.intuit.com/tax-advice-planning-for-professionals/features/) Retrieved 2026-09-08 ### [Lacerte Tax pricing](https://accountants.intuit.com/tax-software/lacerte/pricing/) Retrieved 2026-09-08 Keep browsing ## Other categories [Practice Management (49)](https://node8.ai/accounting-tools/practice-management/)[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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