Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website
  • Ganttic Reviews & Ratings
    242 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website
  • Melio Reviews & Ratings
    2,212 Ratings
    Company Website
  • Zahara Reviews & Ratings
    34 Ratings
    Company Website
  • EventsAir Reviews & Ratings
    154 Ratings
    Company Website
  • Onetrace Reviews & Ratings
    4 Ratings
    Company Website
  • Martus Reviews & Ratings
    187 Ratings
    Company Website
  • MRPeasy Reviews & Ratings
    257 Ratings
    Company Website

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 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.

Media

Media

Integrations Supported

QuickBooks Online
Xero

Integrations Supported

API Availability

API Availability

Pricing Information

$499 per year

Pricing Information

$45 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Tax Planner Pro

Date Founded

2015

Company Website

www.taxplannerpro.com

Company Facts

Organization Name

iConcepts

Company Location

United States

Company Website

www.oictaxplanner.com

Categories and Features

Tax Planning

Not specified

Categories and Features

Tax Planning

Not specified

Tax Practice Management

Scenario Planning
Tax Forms

Popular Alternatives

Popular Alternatives

TaxWise Reviews & Ratings

TaxWise

Wolters Kluwer
UltraTax CS Reviews & Ratings

UltraTax CS

Thomson Reuters
OIC Tax Planner Reviews & Ratings

OIC Tax Planner

iConcepts
Lacerte Reviews & Ratings

Lacerte

Intuit
Bloomberg Income Tax Planner Reviews & Ratings

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
Drake Tax Reviews & Ratings

Drake Tax

Drake Software