I created the Forager Tax Planner to give tax professionals a simple, fast, and economical way to produce strategic plans—not just projections. As an Enrolled Agent and real-estate-heavy practitioner, I needed something straightforward show clients actionable numbers. So I built a planning engine where every lever is explicit, traceable, and audit-ready.

Why an engine, not another app?
Planning isn’t a static PDF; it’s a cascade. When you change one strategy, everything else should recompute in IRS stacking order with proper interactions. Forager models that logic transparently so pros can explain why a plan saves money—not just how much.

Our Tax Planner is Different

• Transparent math: Every field is formula-driven and viewable—no black boxes.

• Side-by-side plans: Baseline vs. strategic plan with real stacking and dependency recompute.

• Practitioner-first UX: Inputs mirror the way pros actually collect data; outputs mirror how clients make decisions.

• Built for review: Clear deltas, defensible assumptions, and printable client-ready summaries.