TaxStatus review
A focused tax-planning workspace for firms that need IRS-connected data and scenario analysis.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Tax Status is a web-based platform for financial advisors and tax professionals working with U.S. taxpayer data. It retrieves IRS-verified information through consent-based workflows and organizes financial baselines, income, assets, liabilities, tax histories, alerts, and planning opportunities. The platform also includes tax-preparation checklists, transcript retrieval, client reports, digital onboarding with identity verification, and a tax data API. It is best suited to IRS-connected advisory firms that want tax data and planning work in one system.
Pricing starts with the Starter plan at $75 per month for one firm, one workspace, and up to 30 clients. The annual option is shown as $900 per year, paid monthly, with the same included limits. The Firm plan costs $1,000 per month and includes one firm, unlimited workspaces, premium onboarding, SSO, early access to Planning and new features, and up to 240 households. Its annual option is $10,000 per year, paid annually. There is no free plan, so smaller practices should weigh the Starter client limit against their expected workload, while larger firms may value the additional workspaces and onboarding support in Firm.
The standout feature is the planning module, which evaluates more than 100 strategies and provides eligibility details, adjustable calculations, implementation steps, and IRS code references. Capital gains modeling, scenario modeling, client collaboration, and data import support a workflow that moves from retrieved records to comparative planning decisions. Integrations with IRS, CAF, ID.me, and IRS.gov, plus web and API access, extend the platform beyond a single advisor interface. Firms seeking U.S. tax planning with IRS-connected retrieval and monitoring should consider Tax Status; practices needing broader geographic coverage or a simpler, lower-cost tool may prefer a narrower alternative.
TaxStatus pros and cons
- Where it wins
- IRS-sourced data retrieval with consent-based workflows
- Planning module evaluates more than 100 eligible strategies
- API, monitoring, history comparisons, and digital onboarding
- Where it doesn't
- No free plan; Starter supports up to 30 clients
- Firm starts at $1,000 per month
- Focused on U.S. taxpayer data and IRS-connected workflows
TaxStatus fact sheet, pricing and score →
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