2009 Review of Tax Planning Systems

Tax Planning Can Help All Filers (Not Just the Wealthy)


BNA Software - BNA Income Tax Planner
overall rating
Loaded with advanced features, BNA Income Tax Planner from BNA Software is an excellent tool for accountants currently offering or planning to offer tax planning services to their clients. BNA updates its products when tax laws change or new code sections are added.
CCH, a Wolters Kluwer business - ProSystem fx Planning
overall rating
Sold as a stand-alone product, as well as part of the extensive ProSystem fx suite of products offered by CCH, a Wolters Kluwer business, ProSystem fx Planning works best when teamed with CCH’s tax preparation products.
Intuit - Lacerte Tax Planner
overall rating
Lacerte Tax Planer is part of the Lacerte Tax preparation suite of products from Intuit. Lacerte Tax Planner can also be used as a stand-alone system. Using Lacerte Tax Planning, you can easily prepare multiple year tax scenarios based on both current and inflation-adjusted future income levels
RedGear Technologies - TaxWorks Tax Planner
overall rating
Designed to work in tandem with RedGear’s Tax Preparation sofware, TaxWorks TaxPlanner offers professional accountants the ability to compare up to five various tax scenarios on screen at once, while also incorporating new tax laws as they become available.
Thomson Reuters - Planner CS
overall rating
Planner CS, from Thomson Reuters is part of their CS Professional suite of tax preparation products. Designed to work in tandem with UltraTax CS, Planner CS offers both federal and state tax planning functionality for all 50 states, as well as non-resident status for numerous states.
2009 Review of Professional Tax Planning Programs — Comparison Chart