Roger Pine

Holistiplan LLC is a tax planning software designed for financial planners and investment advisors to automate the process of reviewing a client's tax return and find potential planning opportunities. The private company is based in College Station, TX. The software uses optical character recognition (OCR) to read uploaded tax returns and generate client-ready reports that uncover potential financial planning opportunities through an algorithmic program. The company was founded in 2019 by Kevin Lozer and Roger Pine, both of whom were financial advisors in independent financial advisory firms prior to starting Holistiplan.