Catalyst Tax Insights
Ranked in Tax Planning Software ·Free plan· paid from $4.08/mo
About
Catalyst Tax Insights helps individuals, families, and financial professionals estimate the tax impact of major financial decisions through projections and scenario comparisons. Users enter information for a base projection, add scenarios, and can usually create a projection in a few minutes. The service generates tax insights that can be saved for later review. Listed calculators cover required minimum distributions, real estate sales and purchases, self-employment, IRA phase-outs, time value, and education costs. Personal and Plus editions address individual and family use; Pro is intended for financial advisors, CPAs, and other financial professionals. Pro and Enterprise plans let teams manage insights across a client base and share data within their organization. Catalyst runs on the web, and free and paid plans include email support. Personal is free forever. Plus costs 49.00 USD per year. Pro costs 499.00 USD per year for three users and includes a 30-day free trial with no credit card required. Pro is positioned as a focused companion to existing planning software, not a replacement for comprehensive financial planning software.
Who it is for
Personal and Plus suit individuals or families weighing the tax effects of financial decisions. Pro and Enterprise suit advisors, CPAs, and other financial professionals who need to share insights across a client base or organization.
What is good
- Builds base projections and compares tax scenarios.
- Projection creation usually takes a few minutes.
- Includes calculators for retirement, property, education, and other costs.
- Pro and Enterprise support organizational insight sharing.
- Free and paid plans include email support.
What to know first
- Pro is not a replacement for comprehensive planning software.
- Pro is priced for three users at 499.00 USD per year.
- Enterprise is designed for groups of six or more advisors.
Verdict
Catalyst Tax Insights focuses on tax projections and scenario comparisons rather than full financial planning. Its plan options span personal use through advisor teams, with Pro and Enterprise adding client and organization workflows.
Compared on tax planning software
- Free plan
- Yestaxcatalyst.us
- Scenario modeling
- Yestaxcatalyst.us
- Capital gains modeling
- Yestaxcatalyst.us
- Retirement income modeling
- Yestaxcatalyst.us
- Client collaboration
- Yestaxcatalyst.us
Facts
- Purpose
- Catalyst Tax Insights provides tax clarity for major financial decisions through tax projections and scenario comparisons.taxcatalyst.us · 3 Oct 2026
- Business audience
- Pro Edition is for financial advisors, CPAs, and other financial professionals communicating the tax impact of major financial decisions.taxcatalyst.us · 3 Oct 2026
- Personal audience
- Plus and Personal Editions help individuals and families model the tax impact of major financial decisions.taxcatalyst.us · 3 Oct 2026
- Projection workflow
- Users enter key information for a base projection, add scenarios to compare, and can usually create a projection in a few minutes.taxcatalyst.us · 3 Oct 2026
- Scenario features
- The product generates tax insights, compares tax scenarios, and supports saving insights for later review.taxcatalyst.us · 3 Oct 2026
- Calculators
- Listed calculators include RMD, real estate sale and purchase, self employment, IRA phase out, time value, and education costs.taxcatalyst.us · 3 Oct 2026
- Business sharing
- Pro and Enterprise plans allow users to manage insights across a client base and share data with other users in their organization.taxcatalyst.us · 3 Oct 2026
- Support
- The listed paid and free plans include email support.taxcatalyst.us · 3 Oct 2026
- Trial terms
- The Pro pricing page states that a 30 day free trial is included and no credit card is required.taxcatalyst.us · 3 Oct 2026
- Product limit
- The FAQ describes Catalyst Pro as a focused companion to existing planning software, rather than a replacement for comprehensive financial planning software.taxcatalyst.us · 3 Oct 2026
- Maker background
- The About page says Don built the first version for his own tax-planning needs and financial advisor Alexis later helped shape and expand its capabilities.taxcatalyst.us · 3 Oct 2026
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Where it ranks on Inferse
Sources
- taxcatalyst.us· checked 3 Oct 2026
- taxcatalyst.us/business/· checked 3 Oct 2026
- taxcatalyst.us/personal/· checked 3 Oct 2026
- taxcatalyst.us/faq/· checked 3 Oct 2026
- taxcatalyst.us/business/pricing· checked 3 Oct 2026
- taxcatalyst.us/personal/pricing· checked 3 Oct 2026
- taxcatalyst.us/about/· checked 3 Oct 2026