TaxStatus Gives Advisors and CPAs Free Access to 12 Tax Planning Strategies for Every Client

Written by

Today, one day after the April 15 filing deadline, TaxStatus, the leading provider of IRS-sourced financial data, and Advice.ai, have made 12 proven tax planning strategies available, completely free, to every advisor and CPA on the TaxStatus platform. The timing is deliberate: the best time to start saving on 2026 taxes is now, and professionals can run these strategies against their entire client base with a single click and zero additional fees.

Why This Matters

Tax planning is the top requested service of financial advisors and CPAs. Yet, ongoing capacity issues, and the challenge of professionals exiting the wealth management and CPA industries, affect the ability to deliver tax planning in a timely and efficient way.

According to McKinsey, 110,000 financial advisors, 38% of the current workforce, are expected to retire in the next decade. The AICPA estimates that nearly 75% of CPAs will retire within 15 years. This means fewer professionals will need to serve more clients, and with 2026 tax planning starting now, they need tools that let them act fast across every account.

That’s the problem these 12 strategies are built to solve. Instead of spending hours gathering data and manually analyzing individual tax situations, advisors can now surface personalized, actionable tax-saving opportunities across every client relationship, automatically.

Kevin Knull, CEO of TaxStatus and Co-Founder of Advice.ai commented, “With April 15^th behind us, 2026 tax planning starts today. The biggest savings come from strategies implemented early in the year, not scrambled together in December. These 12 strategies represent the most commonly used, highest-impact tax moves available, and with one click an advisor can surface personalized opportunities that used to take hours for every single client.”

Brian Pierson, President and Co-Founder of Advice.ai added, “Clients remember the advisor who calls them in April with a plan to save money. When you can provide thoughtful, accurate, customized tax advice at scale, backed by real IRS data, you become indispensable. That’s what we’re enabling.”

The 12 Strategies

TaxStatus identified these strategies as the ones that benefit the broadest range of clients and that deliver the most value when implemented early in the tax year. All 12 are now available at no cost:

Backdoor Roth IRA
Capital Loss Carryforwards
Cash Contributions to Donor-Advised Funds
Health Savings Account (Triple Tax Benefit)
Partial Roth Conversions
Qualified Charitable Distributions
S-Corp Election
Solo 401(k)
Tax Loss Harvesting
Traditional IRA Contributions
Augusta Rule (Section 280A)
Withholding Adjustments via W-4

For more information on the 12 strategies, please visit: https://hello.taxstatus.com/compare

How It Works

TaxStatus retrieves verified tax and financial data directly from the IRS. Advice.ai’s AI engine then matches each client’s real financial picture against its library of tax, financial, and estate planning strategies, using hard-coded mathematical models and direct tax code references, not generative guesswork. The result is a personalized set of specific, defensible opportunities advisors can act on immediately, while the 2026 tax year is still ahead.

This release builds on the March 2026 launch of AI-powered tax strategy tools on the TaxStatus platform, which enabled advisors to automatically surface personalized planning opportunities backed by verified financials.

About TaxStatus

TaxStatus is the industry’s leading provider of IRS-sourced financial data for financial advisors, RIAs, broker-dealers, custodians, CPAs, financial institutions, and fintech firms. Through its Verified Financials platform, TaxStatus retrieves official tax and financial data directly from the IRS system of record, giving professionals the most accurate and comprehensive view of their clients’ financial lives. For more information, visit taxstatus.com.

About Advice.ai

Advice.ai is the intelligence behind real advice. Its AI engine pairs a continuously updated library of tax, financial, and estate planning strategies with mathematical models and direct tax code references to surface personalized planning opportunities that are accurate, defensible, and free of AI hallucinations. Purpose-built to work with verified financial data, Advice.ai enables advisors to evaluate eligible strategies for every client at scale. For more information, visit Advice.ai.