Not using the leading tax planning software could put you at disadvantage
Inability to quickly provide your clients advice when tax laws change
Undue stress, wondering if you’ve given your clients the best tax-saving strategy
Forced to refer clients to other advisors for services you can’t offer
Get the best results for your clients and grow your business
Income Tax Planner gives you peace of mind as you strive to help clients grow and preserve wealth. With a wide range of powerful income tax planning and projection capabilities, you can accurately provide your clients with the most comprehensive view of options to minimize their taxes with in-depth analysis and side-by-side comparisons. Calculations, analytics, and the application of the most up-to-date regulations are handled automatically.
Run year-end, quarterly, and multiyear tax projections for up to 20 years.
Quickly calculate federal, state, and nonresident income taxes for alternative minimum tax, capital gains, and more with the most up-to-date calculations available.
What-if scenario planning
Easily create multiple scenarios and compare side-by-side views to determine the best tax-saving strategies.
Expert analysis and the latest tax law updates are automatically applied to help minimize your clients’ tax liabilities.
Easy data import
Save time and reduce errors with tools to import data from multiple sources.
Ready-to-use letters, graphs, and reports make it simple to show clients their income tax options.