Tax Planner Pro Description

Tax planning has long been a daunting task for small business owners due to intricate IRS regulations, challenging forecasting models, and a lack of accessible professional guidance. However, Tax Planner Pro revolutionizes this process with its user-friendly interface, straightforward instructional materials, and dedicated experts ready to assist you in every aspect of tax strategy and savings. By linking your financial data to Tax Planner Pro, our innovative tax strategy engine, IVAN, will assess your current financial situation and create a tailored tax plan specifically for your business. We promise to help you minimize your tax liability to just one dollar, guaranteed—whether that requires five strategies or thirty, we are committed to achieving your goal. Additionally, Tax Planner Pro ensures that your information is always current with automatic weekly updates synced to QuickBooks Online and Xero, making it a hassle-free experience. The setup process is quick and only takes a few minutes, allowing you to focus more on your business while we handle the complexities of tax planning. With Tax Planner Pro, small business owners can finally approach tax season with confidence and clarity.

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Pricing

Pricing Starts At:
$499 per year

Integrations

View Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support
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Company Details

Company:
Tax Planner Pro
Year Founded:
2015
Website:
www.taxplannerpro.com

Media

Play Video Tax Planner Pro Screenshot 1 Tax Planner Pro Screenshot 2 Tax Planner Pro Screenshot 3
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Training Videos
Customer Support
Online Support

Tax Planner Pro Features and Options

Tax Planning Software

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 Planner Pro User Reviews

Write a Review
  • Name: Nick B.
    Job Title: CPA
    Length of product use: 2+ Years
    Used How Often?: Monthly
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great Software and Great Price.

    Date: Nov 03 2021

    Summary: I like the software and it is priced right. I use it for about 50 clients. When we roll out the reports to clients, they love them and we really make tax planning a pillar of our practice.

    Positive: Really great price, love the lifetime package.
    Integrates with QuickBooks and Xero.
    Runs full business and personal projection.
    Suggests strategies.

    Negative: Not enough strategies (only about 20).
    Chat only support.

    Read More...
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