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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 Lacerte?

Tackle even the most complex tax returns with confidence and efficiency. Serve a wide variety of clients by handling multistate filings, K-1 forms, consolidated corporations, and other intricate details with ease. The software enables the completion of crucial forms, including 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Boost both precision and productivity through automated features that assist with calculations for depreciation, amortization, and debt forgiveness, among others. You can quickly access relevant guidance with just a click, ensuring that your workflow is consistently smooth. Speed up data entry processes with easy access to all forms, complemented by an intuitive worksheet-based design. Effortlessly track any pending client information and submit requests online with a single click, which can save you an estimated 23 minutes. Facilitate the automatic importation of tax data for partnerships, S-Corps, and fiduciary returns directly into individual filings or across business returns, leading to an impressive average time savings of 29 minutes. Depend on advanced diagnostics that automatically detect errors or omissions, providing an extra layer of confidence in your work. By taking this thorough approach, not only is the tax preparation process simplified, but it also significantly improves your overall service delivery to clients, resulting in higher satisfaction rates. This efficiency allows you to focus more on building relationships and less on administrative tasks.

Media

Media

Integrations Supported

BigTime
Cloud 9 Hosting
Cloudnine Realtime
Cloudwalks
Docusign
EasyACCT
Intuit Practice Management
LukkaTax
Rightworks
SafeSend
Sagenext
SmartVault
Soraban
StanfordTax
TaxDome
Truss
Verito
Workpapers CS

Integrations Supported

BigTime
Cloud 9 Hosting
Cloudnine Realtime
Cloudwalks
Docusign
EasyACCT
Intuit Practice Management
LukkaTax
Rightworks
SafeSend
Sagenext
SmartVault
Soraban
StanfordTax
TaxDome
Truss
Verito
Workpapers CS

API Availability

Has API

API Availability

Has API

Pricing Information

$45 per month
Free Trial Offered?
Free Version

Pricing Information

$400 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

iConcepts

Company Location

United States

Company Website

www.oictaxplanner.com

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

proconnect.intuit.com/lacerte/

Categories and Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Categories and Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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