--- title: Holistiplan | Tax Planning - Financial Advisors image: https://info.holistiplan.com/hubfs/Holistiplan-Tax-Day-Less-Like-Aprils-Fools@2x.png%20(1)-1.webp --- [![Holistiplan Logo](https://info.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo-FullColor%20(1).png?width=2213&height=421&name=Holistiplan%20Logo-FullColor%20(1).png "Holistiplan Logo")](http://holistiplan.com) # Uncover Roth Conversion Opportunities For Your Clients in Seconds Deliver a personalized, client-ready tax plan that's actionable and easy to understand [TRY FOR FREE](https://app.holistiplan.com/start_free_trial/) ![Untitled design (1)](https://info.holistiplan.com/hubfs/Untitled%20design%20(1).png "Untitled design (1)") ![Holistiplan-Mercer-NewLogo@2x](https://info.holistiplan.com/hs-fs/hubfs/Holistiplan-Mercer-NewLogo@2x.webp?width=764&height=264&name=Holistiplan-Mercer-NewLogo@2x.webp) ![Holistiplan-Carson-NewLogo@2x](https://info.holistiplan.com/hs-fs/hubfs/Holistiplan-Carson-NewLogo@2x.webp?width=764&height=264&name=Holistiplan-Carson-NewLogo@2x.webp) ![Holistiplan-Mission-NewLogo@2x](https://info.holistiplan.com/hs-fs/hubfs/Holistiplan-Mission-NewLogo@2x.png?width=764&height=264&name=Holistiplan-Mission-NewLogo@2x.png) ![Holistiplan-TCI-NewLogo@2x](https://info.holistiplan.com/hs-fs/hubfs/Holistiplan-TCI-NewLogo@2x.webp?width=612&height=228&name=Holistiplan-TCI-NewLogo@2x.webp) ![Untitled design (5)](https://info.holistiplan.com/hs-fs/hubfs/Untitled%20design%20(5).png?width=500&height=200&name=Untitled%20design%20(5).png) ## Start the year with tax planning built in Most advisors only bring tax planning into conversations with a handful of clients, usually the ones where they already feel comfortable. Clients are thinking about: Gains & losses  Income changes Roth conversion timing   [TRY FOR FREE](https://app.holistiplan.com/start_free_trial/) ![Holistiplan-Partner-Deserves-Premium-Planning.png](https://info.holistiplan.com/hubfs/Holistiplan-Partner-Deserves-Premium-Planning.png.webp "Holistiplan-Partner-Deserves-Premium-Planning.png") ## Get scalable, automated tax insights for every client Spreadsheets and guesswork slow you down. Holistiplan’s automation uncovers opportunities instantly and frees time for clients. Client-ready, compliance-approved reports in seconds Turn tax reviews into growth drivers Grow 500 bps more than your peers [BOOK A DEMO](//javascript:postMessage({type:'HS_DISPLAY_CALL_TO_ACTION',id:188962256928});) [Add a button link here](https://info.holistiplan.com/ht-abm?hsLang=en#form-cta) ![Holistiplan-Partner-Deserves-Premium-Planning.png](https://info.holistiplan.com/hubfs/Holistiplan-Partner-Deserves-Premium-Planning.png.webp "Holistiplan-Partner-Deserves-Premium-Planning.png") ## Strengthen Client Trust With Transparent Modeling Show clients exactly how their tax picture shifts — no hidden math, no guesswork. ![Holistiplan-Homepage-Key-Figures-Desktop](https://info.holistiplan.com/hs-fs/hubfs/Holistiplan-Homepage-Key-Figures-Desktop.webp?width=1200&height=248&name=Holistiplan-Homepage-Key-Figures-Desktop.webp "Holistiplan-Homepage-Key-Figures-Desktop") ## Get Roth Conversion Insights In Seconds Show clients exactly how much to convert *this year* to stay in their ideal tax bracket. The Roth Projection tool models the long-term impact, so year-end conversations become confident, visual, and action-oriented. ![Holistiplan-Instant-Scenario-Analysis-Roth-Explainer.png](https://info.holistiplan.com/hubfs/Imported%20sitepage%20images/Holistiplan-Instant-Scenario-Analysis-Roth-Explainer.png.webp "Holistiplan-Instant-Scenario-Analysis-Roth-Explainer.png") ![Holistiplan-for-CPAs-Scenario-Recipes.png](https://info.holistiplan.com/hubfs/Imported%20sitepage%20images/Holistiplan-for-CPAs-Scenario-Recipes.png.webp "Holistiplan-for-CPAs-Scenario-Recipes.png") ## No More “It Depends” Conversations Scenario Analysis lets you instantly model “what if” moves before year-end — like taking extra income, realizing gains, or making charitable gifts — and show clients the tax impact side-by-side. Decisions become clearer, faster. ## Spot The Thresholds That Matter Range Calc makes it easy to show clients how income changes — like capital gains, bonuses, conversions, or unexpected distributions — push them into higher brackets or trigger surcharges. ![Holistiplan-Instant-Scenario-Analysis-Range-Calculator](https://info.holistiplan.com/hubfs/Imported%20sitepage%20images/Holistiplan-Instant-Scenario-Analysis-Range-Calculator.png "Holistiplan-Instant-Scenario-Analysis-Range-Calculator") ![Holistiplan-Marginal-Tax-Brackets.png](https://info.holistiplan.com/hubfs/Holistiplan-Marginal-Tax-Brackets.png.webp "Holistiplan-Marginal-Tax-Brackets.png") ## Deliver a Client-Ready Tax Plan In 60 Seconds The Tax Report turns a client’s return into a clean, easy-to-understand summary with personalized insights. No spreadsheets, no manual data gathering. Just a polished deliverable that helps clients see the value of your guidance and leaves every meeting feeling confident and informed. [TRY FOR FREE](https://app.holistiplan.com/start_free_trial/) > "Holistiplan is a game changer. It makes tax projections inclusive of all scenarios, but it keeps the process simple enough to allow advisors and otherwise non-tax practitioners to use it. The ability to SEE the effect of potential decisions based on simple inputs and changes is powerful! The Tax Report is powerful! Range Calc is powerful! The ability to toggle the delta column is powerful!" MICHAEL MALMGREN - TAX STRATEGY MANAGER, MISSION WEALTH > “Using Holistiplan to provide tax planning is the single best decision we have made for the strategic direction of our firm. Happier and stickier clients, deeper relationships, increased wallet share, larger prospects, and differentiation from our ‘competition’.” DEBRA TAYLOR CPA/PFS™, JD CDFA® - FOUNDER, WEALTH ADVISOR AND LEAD TAX PLANNER TAYLOR FINANCIAL GROUP > “Holistiplan has allowed us to keep and maintain more clients than any other piece of technology that we use. The ROI has been incredible.” BYRAN HAGGARD - FOUNDER & CEO, RETIREMITTEN FINANCIAL PLANNING ## From upload to insight in seconds Every feature is designed to save time, uncover opportunities, and build client trust. ### OCR-powered upload Instant scanning and analysis of tax returns. ### Automated insights Highlights tax planning opportunities in seconds. ### Client-ready reports Simple charts and summaries for client conversations. ### Scenario modeling tools Test Roth conversions, gifting, and other strategies instantly. [![start your free trial](https://info.holistiplan.com/hs-fs/hubfs/start%20your%20free%20trial.png?width=2000&height=380&name=start%20your%20free%20trial.png "start your free trial")](https://app.holistiplan.com/start_free_trial/) ### Schedule B detection Automatically flags unmanaged accounts and hidden assets. ### Audit-ready outputs Compliant documentation for firm and home office. ### Scalable across all clients Works for every return, not just HNW households. ### Advisor-focused design Built by advisors, for advisors, to fit your workflow. Copyright © 2026 Holistiplan LLC. All Rights Reserved.