Meet FP Alpha TAX - the standalone tax planning solution for advisors.

FP Alpha TAX is designed to simplify tax planning, increase efficiency, and deliver value to clients through actionable insights. With the ability to project, compare, and optimize tax strategies, FP Alpha TAX transforms the often complex and time-consuming process of tax planning into a streamlined, impactful advisory service.

Key Features of FP Alpha TAX:

• Tax Snapshot and Insights: With over 20,000 Tax Snapshots generated, advisors and firms can access instant, visual summaries of key tax return details, including MAGI tiers, federal and state tax data, charitable deductions, QBI analysis, and more. Stay ahead of pending legislation updates and their potential impacts on client scenarios.
• Tax Projector Tool: Upload client tax documents to instantly project and compare various federal and state tax scenarios. Model income tax projections across multiple years and evaluate dozens of tax strategies side by side, including changes in filing status and income levels. Compare strategies such as Roth conversions, charitable giving, and income-related planning techniques to reduce tax liabilities and provide measurable client value.
• Roth Conversion Simulator: Our award- winning Simulator tool automatically identifies optimal Roth conversion strategies, including amounts, timing, and the overall impact. Customize conversion inputs and visualize the effects on Roth and Traditional IRA accounts, as well as lifetime taxes. Leverage the “Optimize” function to pinpoint the most efficient strategies for conversion.

Request your personal demo today!