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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$59.95 one-time payment
Free Trial No 
Free Version No 

Pricing Details

$45 per month
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

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 Yes 
Collaboration No 
Dashboard Yes 
Financial Projections No 
Financial Templates Yes 
Fundraising Management No 
Investor Management Yes 
Pitch Presentation No 
Social Sharing No 
Step-by-Step Wizard No 

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning Yes 
Tax Filing No 
Tax Forms Yes 
Workflow Management No 

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