StockOpter Pro

StockOpter Pro

StockOpter Pro Product Image

Excel based stock option strategy modeling software that enables financial advisors to model exercise and sell strategies over a 15 year period and optimize them for tax and cash flow efficiency.  StockOpter Pro is an effective tool for advisors who need to model complex exit strategies or address AMT issues from ISOs.

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WorthIT Lease & Loan Analyzer-The Essential Companion for Accounting & Finance Professionals

Product From WorthIT Solutions

Price: $119

WLLA is specifically designed for finance professionals to perform business centric lease & loan scenario evaluations and Time Value of Money calculations. WLLA lets you:

 

·   Build simple to complex scenarios to include front and back-end fees, security deposits, payment & buy-out terms, depreciation profiles, corporate taxes & discount rates of return (DRR).

1098 Software

Product From E-File Magic

Mortgage Interest Statement Software - IRS Form 1098

Bulk TIN Matching

Product From E-File Magic

E-File Magic's Bulk TIN Matching service provides you with an easy avenue to quickly submit your recipients/payees for TIN Matching with the IRS.

Form 1099 Software

Product From E-File Magic

The E-File Magic 1099 from and e-File software you can print, mail, and e-file your 1099 Forms quickly and easily.  You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your data for processing. We do the rest and notify you of our progress every step of the way. We hope you enjoy using E-File Magic for your 1099 e-File requirements!

Form 5498-SA Software - HSA, Archer MSA, or Medicare Advantage MSA Information

Product From E-File Magic

Using the E-File Magic 5498SA software you can print, mail, and e-File your 5498SA forms with ease. Unlike our competitors we do not charge expensive licensing fees for our software. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your data for processing. We do the rest and notify you of our progress every step of the way. We hope you enjoy using E-File Magic for filing your 5498SA forms!

Form 5498 Software - IRA Contribution Information

Product From E-File Magic

Using the E-File Magic 5498 software you can print, mail, and e-File your 5498 forms with ease. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your data for processing. We do the rest and notify you of our progress every step of the way!

Free Proposal

Product From M&E Cost Segregation

We perform a no cost, no obligation cost segregation analysis for each and every property and prepare a proposal that will layout the expected benefits and the total fees required to complete the study.

W4 Calculator

Product From CFS Tax Software, Inc.

Projects taxable income and calculates required withholding allowances, helping you to adjust payroll withholding throughout the year.

Tax Corresponder

Product From CFS Tax Software, Inc.

Over 300 tax and financial planning letters, attachments, and handouts — easily customized and mail-merged with a customer database.

Maryland Personal Property Tax Preparer

Product From CFS Tax Software, Inc.

Calculates and prints Maryland personal property returns.