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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Many prominent accounting software options are overly complex for the needs of modern small businesses, often requiring extensive initial setup that can take an hour or more before the user can begin utilizing the program. In contrast, our Excel Business Planner allows you to develop your financial strategies, log outcomes, or generate invoices in mere seconds. Unlike many accounting platforms that keep your financial information stored online, limiting access to when you're connected to the internet, our Excel Business Planner provides the flexibility to work whether you're online or offline. Since it operates as an Excel spreadsheet, there’s no need for any additional software installations—simply download the spreadsheet and start immediately. This streamlined approach ensures that small business owners can focus more on their operations rather than getting bogged down by complicated software setups. With our solution, you can take control of your finances effortlessly and efficiently.

Description

The OIC Tax Planner is an interactive desktop application that can be directly downloaded and installed on your computer, ensuring that your client information remains secure and localized. This comprehensive software package includes all necessary tax representation forms along with the latest IRS Offer in Compromise regulations. It serves as a valuable tool for managing various IRS collection matters, such as Offer in Compromise, Installment Agreements, Currently Non-Collectible status, Spousal Defense, and Collection Due Process cases. Designed for tax professionals with a moderate grasp of tax representation complexities, the OIC Tax Planner has successfully assisted numerous clients in obtaining approvals from the IRS for OICs, installment agreements, and uncollectable statuses. Additionally, the software features automatic updates for forms and data tables in response to IRS revisions, ensuring that users always have the most current information. It also includes automatic calculations and computation wizards based on IRS Financial standards to streamline the process. With its user-friendly interface, the OIC Tax Planner empowers tax professionals to navigate the challenging landscape of tax resolution with confidence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$59.95 one-time payment
Free Trial
Free Version

Pricing Details

$45 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Simpleplanning.com

Country

United States

Website

www.simpleplanning.net

Vendor Details

Company Name

iConcepts

Country

United States

Website

www.oictaxplanner.com

Product Features

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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