Tax Research

Taxation is no longer a once-a-year engagement, at least not for clients with more than a couple of W-2s and 1099s. Complex and high net worth clients require strategic tax planning, which in turn requires their professional to stay on top of changes ...

Free with Drake Software, the Tax Planner allows you to add revenue by providing another service to clients, and helps them make the right decisions in an increasingly complex tax environment. Most financial decisions today directly affect a client’s ...