Stop spending hours on tax strategy proposals. ReduceTax generates Client-Ready Tax Strategy Presentations Designed to Close — in minutes, not hours.
Free 30-day trial · No credit card required · Up to 10 client strategies
3-year strategy for Jonathan & Elizabeth Worthington
Every proposal opens with a clean, client-ready dashboard — total savings, net cash, and a year-by-year breakdown, all calculated in seconds.
Tax strategists lose hours every week on manual proposal creation.
Creating a single 3-year tax strategy proposal takes 3-5 hours of spreadsheet work, calculations, and formatting.
Every hour spent on proposals is an hour not spent on billable client work. The opportunity cost adds up fast.
Manual calculations mean risk of errors. One wrong number can undermine client confidence and your professional reputation.
From client intake to professional report in minutes.
Input your client's income sources and filing status. The engine handles the rest.
The engine generates optimized 3-year strategies with primary and alternative recommendations side-by-side.
Export a professional, branded PDF proposal ready to present to your client — with your firm's logo and disclosure.
Professional tools that make you look like the expert you are.
Full 3-year federal tax calculations with EBL, NIIT, SE tax, and scenario optimization.
Professional client-ready proposals with your branding, disclosures, and detailed breakdowns.
Track all your clients and their strategies in one organized dashboard.
Your firm logo, name, and disclosure on every report. White-labeled for your practice.
One plan with everything included. Start with a free 30-day trial — no credit card required.
Everything you need to create client-ready proposals.
Billed annually
Beta tester? Enter your discount code at checkout for Premier pricing — $197/mo or $1,995/yr, applied automatically.
Start generating professional, client-ready tax strategy proposals in minutes — not hours.
Start Your Free TrialNo credit card required · 30-day free trial