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What is OIC Tax Planner?

The OIC Tax Planner is a user-friendly desktop application that can be easily downloaded and installed on your computer, allowing for secure and localized management of client information. This all-inclusive software package comes equipped with essential tax representation forms and up-to-date IRS Offer in Compromise regulations. It is an invaluable asset for tackling various IRS collection issues, including Offer in Compromise, Installment Agreements, Currently Non-Collectible status, Spousal Defense, and Collection Due Process cases. Tailored for tax professionals who possess a moderate understanding of tax representation intricacies, the OIC Tax Planner has effectively aided many clients in securing IRS approvals for OICs, installment agreements, and uncollectable statuses. Moreover, the software offers automatic updates for forms and data tables to align with IRS changes, guaranteeing that users have access to the latest information. It also incorporates automatic calculations and computational wizards based on IRS Financial standards, streamlining the entire process. With its intuitive interface, the OIC Tax Planner not only simplifies tax resolution but also equips tax professionals with the tools needed to confidently navigate the complexities of tax-related matters, ultimately enhancing their practice's efficiency.

What is Holistiplan?

Holistiplan is a transformative, AI-powered tax and financial planning platform designed to help advisors deliver comprehensive, data-driven advice in less time. It revolutionizes how financial professionals interpret tax documents, using OCR and algorithmic analysis to extract insights and calculate projections in under a minute. Advisors can instantly identify opportunities for Roth conversions, charitable contributions, tax-loss harvesting, and estate tax mitigation, ensuring that no client opportunity is overlooked. The platform’s Tax Scenario Analysis tools allow side-by-side comparisons to visualize financial outcomes and build actionable strategies. Holistiplan also expands into insurance and estate planning, helping users manage risk exposure, optimize coverage, and prepare clients for intergenerational wealth transfer. Its intuitive interface and automation capabilities drastically reduce administrative work, freeing up time for higher-value client engagement. Created by practicing CFP® professionals, it bridges the gap between real-world advisory needs and modern technology. The system integrates easily with other financial tools and CRMs, creating a seamless ecosystem for comprehensive client management. Named the #1 Tax Planning Software from 2021 through 2025, Holistiplan continues to set industry benchmarks in usability, speed, and innovation. Altogether, it empowers advisors to strengthen trust, elevate their service offering, and deliver measurable financial impact for every client.

Media

Media

Integrations Supported

Integrations Supported

Moneytree

API Availability

API Availability

Pricing Information

$45 per month

Pricing Information

$449 per year
30 uploads
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

iConcepts

Company Location

United States

Company Website

www.oictaxplanner.com

Company Facts

Organization Name

Holistiplan

Date Founded

2019

Company Location

United States

Company Website

www.holistiplan.com

Categories and Features

Tax Planning

Not specified

Tax Practice Management

Scenario Planning
Tax Forms

Categories and Features

Estate Planning

Not specified

Tax Planning

Not specified

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