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October 5, 2011

RedGear Technologies — TaxWorks Tax Planner

800-230-2322 www.taxworks.com   2011 Overall Rating 4   Best Fit Firms using TaxWorks who want to expand into tax planning as a client service offering, or want a simple add-on tool for performing quick projections. Strengths Easy to use Adjustable inflation projection Inexpensive Integration with TaxWorks Potential Limitations Generally basic planning capabilities Limited report customization... Read more »

Isaac M. O'Bannon

800-230-2322

www.taxworks.com

 

2011 Overall Rating 4

 

Best Fit

Firms using TaxWorks who want to expand into tax planning as a client service offering, or want a simple add-on tool for performing quick projections.

Strengths

  • Easy to use
  • Adjustable inflation projection
  • Inexpensive
  • Integration with TaxWorks

Potential Limitations

  • Generally basic planning capabilities
  • Limited report customization
  • Little external integration

Summary & Pricing

The TaxWorks Tax Planner is a simple tool for quickly creating client scenarios for a few years, and is best suited to users of the TaxWorks preparation system. The Tax Planner system costs $295 for a site license that allows use by all staff in the same office.

 

Product Delivery Methods

_X_ On-Premises

___ SaaS

___ Hosted by Vendor

 

Basic System Functions 4

Core Tax Planning Features 3.75

Reporting 3.75

Import/Export/Integration 3.75

Help/Support 4.5

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Isaac M. O'Bannon

Isaac M. O'Bannon

Managing Editor

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. . Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy groundforces veteran (never a SEAL). Email: isaac.obannon - @ - cpapracticeadvisor.com . Isaac OBannon 2019 Cropped Small Headshot

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