Join us January 10–11 for the 2024 Tax Season and Advisory Readiness free virtual conference. 
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Watch the overview video (2:16)

Tax Advisor

The only integrated tax advisory tool

Now you can create custom tax plans in minutes and show clients valuable savings all by using tax strategies automatically generated from your ProConnect Tax or Lacerte returns.

Have questions?
Call our advisory experts at 844-728-6862 for a fast, free consultation.
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“Intuit Tax Advisor helps us showcase our expertise

Al-Nesha Jones CPA, MBA, MOM

How Intuit Tax Advisor works

Intuit Tax Advisor makes offering advisory services easy

Build custom tax plans in minutes not hours

Strategies generated from ProConnect or Lacerte

Maximize an additional revenue stream

Access library of tax strategies or create your own

Client-friendly reports that quantifies tax savings

No scanning or manual data entry

" Intuit Tax Advisor has definitely increased our value to clients "

Dawn Brolin, CPA, CFE, Powerful Accounting

Delight clients with a report that quantifies tax savings


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Average fee charged for tax advisory services is

PER YEAR*

5x more than tax preparation fees

Start generating custom tax plans for clients

Deal ends 1/31

$75$75
PER CLIENT CREDIT

Each client credit enables you to generate unlimited tax plans for one client within the calendar year.

We have resources to guide you

Live training sessions
On-demand recordings
Articles
Whitepapers