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What is Tax Planner Pro?

Tax planning has traditionally posed significant challenges for small business owners due to the complex labyrinth of IRS regulations, intricate forecasting models, and a scarcity of easily obtainable professional advice. Fortunately, Tax Planner Pro transforms this often overwhelming experience with its intuitive interface, clear instructional resources, and a team of dedicated experts who are prepared to guide you through every facet of tax strategy and savings. By integrating your financial data into Tax Planner Pro, our cutting-edge tax strategy engine, IVAN, evaluates your current financial landscape and crafts a customized tax plan tailored specifically to your business needs. We guarantee assistance in minimizing your tax liability to as low as one dollar, whether that entails employing five strategies or thirty, as we are resolutely focused on helping you achieve that target. Moreover, Tax Planner Pro keeps your information consistently updated with automatic weekly syncs to QuickBooks Online and Xero, ensuring a seamless and efficient experience. The setup process is designed to be quick, taking only a few minutes, so you can devote more attention to growing your business while we manage the intricacies of tax planning. With the support of Tax Planner Pro, small business owners can confidently navigate tax season knowing they have a reliable partner to simplify the process and enhance their financial outcomes. Ultimately, this streamlined approach empowers business owners to focus on what they do best: running their businesses effectively.

What is Business Planner?

Numerous leading accounting software solutions tend to be excessively intricate for the requirements of contemporary small enterprises, frequently necessitating a lengthy initial configuration that can extend beyond an hour before users can start leveraging the application. Conversely, our Excel Business Planner enables you to formulate your financial strategies, document results, or create invoices in just seconds. Unlike many accounting systems that confine your financial data to online storage, restricting access to internet connectivity, our Excel Business Planner allows for the freedom to work both online and offline. As it functions as a straightforward Excel spreadsheet, there's no requirement for extra software installations—just download the spreadsheet and begin right away. This efficient approach guarantees that small business owners can dedicate more time to their operations, rather than becoming overwhelmed by complex software configurations. With our solution, controlling your finances becomes an effortless and streamlined process, empowering you to manage your business effectively and without unnecessary delays.

Media

Media

Integrations Supported

QuickBooks Online
Xero

Integrations Supported

QuickBooks Online
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$499 per year
Free Trial Offered?
Free Version

Pricing Information

$59.95 one-time payment
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

Tax Planner Pro

Date Founded

2015

Company Website

www.taxplannerpro.com

Company Facts

Organization Name

Simpleplanning.com

Company Location

United States

Company Website

www.simpleplanning.net

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

Categories and Features

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

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