Holistiplan
Tax planning
Holistiplan reads a client's return and highlights planning opportunities. It is popular with advisors and tax planners.
Best for
Firms and advisors offering tax planning reviews
Pricing
Published pricing
Basic from $749/yr (30 households); Premium from $1,499/yr; up to $15,499/yr
Model: Annual, tiered by household count
Key features
- Scans a tax return and produces planning observations
- Roth conversion and scenario modeling (Premium)
Alternatives
FAQ
How much does Holistiplan cost?
Basic from $749/yr (30 households); Premium from $1,499/yr; up to $15,499/yr. Pricing model: Annual, tiered by household count.
Who is Holistiplan best for?
Firms and advisors offering tax planning reviews.
What are alternatives to Holistiplan?
Instead.
Sources
Last verified 2026-10-15. Vendor? Correct or verify this listing.
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