Filed Tax Planner analyzes the completed return and source documents, evaluates over 120 tax strategies, and generates a client-ready tax plan with full citations. Filed Tax Planner includes what-if scenario simulation with 1 to 10-year projections, risk interaction guardrails for AMT, NIIT, and IRMAA, and implementation timelines. Every recommendation is backed by the actual return data, not generic advice. Firms use Filed Tax Planner to turn compliance work into advisory revenue.