Top 10 Best Tax Forecasting Software of 2026

Holistiplan is a premier tax forecasting and planning software designed specifically for financial advisors and wealth managers. It provides advanced tools for projecting multi-year tax liabilities, modeling complex scenarios like Roth conversions, QCDs, and capital gains harvesting, and generating customizable client reports. The platform integrates seamlessly with CRMs such as Wealthbox, Redtail, and financial planning software like eMoney and MoneyGuidePro, enabling holistic tax optimization within existing workflows.

RightCapital is a comprehensive financial planning platform tailored for financial advisors, featuring robust tax forecasting tools that project future tax liabilities based on retirement scenarios, asset allocation, and income sources. It enables detailed modeling of Roth conversions, tax bracket progression, and optimization strategies to minimize lifetime taxes. The software integrates real-time data aggregation and provides interactive visualizations for client presentations.

eMoney Advisor is a robust financial planning platform that excels in tax forecasting by projecting future tax liabilities based on income, investments, withdrawals, and scenario modeling. It integrates tax projections seamlessly with cash flow analysis, retirement planning, and estate strategies for comprehensive client advice. The software supports what-if scenarios to optimize tax efficiency and compliance with current U.S. tax laws.

MoneyGuidePro is a comprehensive financial planning platform designed for financial advisors, featuring integrated tax forecasting tools that project future tax liabilities based on income, deductions, investments, and retirement scenarios. It enables scenario-based modeling to optimize tax strategies alongside holistic financial planning, including cash flow and goal tracking. While not a standalone tax tool, its tax module provides detailed forecasts using current tax laws and user-defined assumptions.

UltraTax CS by Thomson Reuters is a comprehensive professional tax preparation software that includes tools for tax forecasting, such as scenario modeling, estimated tax projections, and what-if analyses based on current return data. It supports federal, state, and local returns for individuals, businesses, and estates, allowing users to forecast future liabilities by leveraging accurate calculations and diagnostics. While primarily focused on compliance and e-filing, its forecasting capabilities integrate seamlessly with prep workflows for mid-sized to large practices.

CCH Axcess Tax by Wolters Kluwer is a cloud-based tax preparation and compliance platform primarily designed for professional accounting firms, offering comprehensive tools for individual, business, and state tax returns. It includes tax planning and forecasting features through projection worksheets and scenario modeling, enabling users to estimate future tax liabilities and cash flows based on current data. While robust for integrated workflows, its forecasting capabilities are embedded within a broader tax prep ecosystem rather than being a standalone solution.

Lacerte, from Intuit ProConnect, is a professional tax preparation software with integrated tax forecasting tools like projection worksheets and What-If scenarios for estimating future tax liabilities. It allows tax pros to model income changes, deductions, and credits to forecast client tax situations within the full e-filing workflow. While powerful for complex returns, its forecasting capabilities are secondary to preparation and require familiarity with the platform.

Drake Tax, from drakesoftware.com, is primarily a professional tax preparation software suite that includes tax forecasting capabilities via its Tax Planner module and projection worksheets. It enables users to model future tax scenarios, estimate liabilities, and perform what-if analyses integrated with actual return preparation. While robust for tax pros handling filings, its forecasting tools are more supplementary than standalone advanced projection software.

TaxAct Professional is a tax preparation software suite from taxact.com that includes basic tax forecasting tools like What-If Worksheets and Tax Planner modules for projecting future tax liabilities. It enables users to model scenarios by adjusting income, deductions, credits, and other variables to estimate tax outcomes. While robust for tax filing, its forecasting features are integrated but not as advanced as dedicated planning software.

ProSeries by Intuit is professional-grade tax preparation software primarily designed for CPAs and tax pros to prepare, e-file, and manage individual and business tax returns with high accuracy. It supports basic tax forecasting through prior-year data import, carryover calculations, and simple what-if scenarios, allowing users to project tax liabilities based on historical returns. However, it lacks advanced forecasting models, multi-year simulations, or integrations with financial planning tools, making it more of a compliance tool with supplementary projection capabilities.