Miami-based Taxfyle announced the launch of Plan, an AI-powered tax planning platform designed for registered investment advisors (RIAs) and wealth management firms.
Plan is an AI-driven workflow that connects analysis, client-ready reporting and outsourced tax filing in a single system. The platform connects directly to full-service tax filing through a network of more than 7,200 licensed CPAs and EAs. This allows advisors to move from planning to execution within the same workflow, without needing to build or manage an in-house tax team.
“Tax planning is one of the most important conversations advisors can have with clients, but historically it has been too time-consuming and manual to scale effectively,” said Richard Lavina, CEO of Taxfyle. “With Plan, we’re changing that by giving advisors the ability to instantly surface meaningful tax opportunities, communicate them clearly and execute seamlessly through our network of licensed professionals. It allows RIAs to deliver a level of tax service that was previously out of reach for most firms.”
The launch reflects growing demand among RIAs for year-round tax solutions that reduce operational burden and expand the role of tax planning within wealth management.
