AI Tax Advisor

Give clients Big-4 level tax advisory

Your AI tax advisor for complex client questions, strategic planning scenarios, and regulatory updates. Built so you can focus on growing your practice.

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TRUSTED WHERE YOU ALREADY WORK

WHAT IT DOES

Your tax planning sidekick who gets strategy - not just math

Gives Quick, Fact-Checked Answers

Get instant, well-researched responses to complex tax questions with proper citations.

Keeps Up With Tax Law Changes

Stay current with the latest tax regulations and how they impact your clients.

Drafts Emails, Blog Posts, & More

Create professional client communications and content with tax expertise built in.

Explains Answers in Plain English

Explains Answers in Plain EnglishBreak down complex tax concepts into clear, client-friendly explanations.

INTEGRATIONS

Plays Nicely With Others.

Juno syncs with the tax software and organizers you already use - no need to rethink all your other processes.

CUSTOMERS

Built by a real tax pro - and loved by 1,000s of others

Joli Chu

Golden State Accounting

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I've been on the quest to search for a sophisticated and advanced tax planning tool for my clients. After I started using Juno, I know this is IT.

Bonnie Fenton

Golden State Accounting

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When clients tell me something new on a call, I can create new plans and show them their best options while literally on the call with them. It's like hiring a junior accountant that gets strategy - not just math.

Doug Zandastra

Zandstra CPA

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This allows me to focus more on strategic planning rather than manual data collection. It's far more than just a tool - it's a game-changer in client engagement.

FAQ

Frequently asked questions

Advisor is your tax planning sidekick. It answers complex tax questions with fact-checked, cited responses. It creates and compares planning scenarios using your client's actual data. It generates tax projections with summaries. And it drafts client-ready deliverables: emails, planning summaries, blog posts, and one-click presentation decks. It handles the research and the output so you can focus on the strategy.

Yes. Once you've run a planning scenario or tax projection, Advisor generates a client-ready slide presentation with one click. No switching to PowerPoint, no copying numbers into a template, no spending 45 minutes formatting slides after the real work is already done. The deck is built from your client's actual data and analysis, ready to present or email. You review it, make any edits you want, and deliver.

Advisor provides citations with every answer. You can see where the information came from and verify it yourself. Juno shows its work, the same principle that runs through Preparer and Reviewer.

Yes. Advisor can draft client emails, tax planning summaries, blog posts, and even slide presentations. The content is built on your client's actual data and tax expertise, not generic templates. You review and edit before anything goes out, but the heavy lifting of the first draft is done.

Yes. Advisor handles individual and business return analysis, including 1120, 1120-S, and 1065. Whether a client is asking about Roth conversion scenarios on their personal return or entity selection for a new partnership, Advisor can build the planning scenarios.

Three things. First, Advisor uses your client's actual return data to generate specific, cited answers, not generic summaries. Second, it understands tax forms, planning scenarios, and regulatory context at a depth a general tool can't match. Third, your client data stays protected: Juno is SOC 2 certified, IRS Section 7216 compliant, PII is anonymized before any query hits an external system, and Juno never trains on your data. A general chatbot can't promise any of that.

Included. Every Juno plan comes with Advisor alongside Preparer, Binder, and Reviewer. No feature tiers, no add-ons.

Start a free trial: 7 days, no credit card required, 5 free preparations across Preparer, Reviewer, and Advisor. You can ask Advisor a tax question or run a planning scenario on day 1. If you'd rather see it in action first, book a demo and we'll walk you through it.