Income Tax Planner offers the most comprehensive planning features available and helps you efficiently model complex tax scenarios, eliminate surprises, and provide income tax planning and projections that help clients manage and reduce their federal and state individual income tax liability.
- Multiple scenarios for up to 20 years help you compare side-by-side ‘what ifs’ to determine best tax savings
- Available with secure access to the most up-to-date data, calculations, templates, and analysis anytime, from virtually any location
- Drill-down analysis capabilities allow you to precisely manage the tax ramifications of marriage and divorce, real estate transactions, stock options, and more
Accurate Income Tax Calculations
Delivering the most accurate set of calculations available, Income Tax Planner allows you to quickly calculate federal income taxes including alternative minimum tax, capital gains, estimated tax payments, stock options, and more.
- Optional Fifty State Planner supports detailed calculations for all resident states, NYC, Washington D.C., and all nonresident states
- Fast, accurate updates assure you’re always working with the most current, most accurate tax law possible
Data Import
Save time and reduce errors by importing client data directly from major tax preparation packages.
Professional Reporting & Client Communications
Provide clients with as much — or as little — detail as they want through reports and graphs that will help them understand the plan, see options, and make decisions.
Learn more about Income Tax Planner »
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