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

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website
  • Soraban Reviews & Ratings
    6 Ratings
    Company Website
  • Logility Reviews & Ratings
    409 Ratings
    Company Website
  • Healthee Reviews & Ratings
    13 Ratings
    Company Website
  • Planview Portfolios Reviews & Ratings
    201 Ratings
    Company Website
  • Float Reviews & Ratings
    3,717 Ratings
    Company Website
  • eToro Reviews & Ratings
    31,115 Ratings
  • Paccurate Reviews & Ratings
    11 Ratings
    Company Website
  • Zoho Projects Reviews & Ratings
    1,866 Ratings
    Company Website
  • INTOO Reviews & Ratings
    244 Ratings
    Company Website

What is TaxElm?

TaxElm is a comprehensive platform designed specifically for business owners who want to move beyond basic tax preparation and actively reduce their tax obligations. It goes beyond simple planning by offering detailed, step-by-step guidance for implementing both core and advanced tax strategies. Each strategy includes practical tools such as checklists, templates, timelines, and third-party support, making it easier to carry out and execute the plan. Unlike other tax solutions, TaxElm tracks the implementation progress, ensuring compliance with the latest tax laws, and updates strategies annually to account for any changes in tax legislation. The platform is built to ensure that every tax-saving opportunity is explored and acted upon, taking business owners from strategy to actual savings. By offering a comprehensive approach to tax reduction, TaxElm ensures that tax strategies are not only developed but are also effectively executed and lead to significant results. Whether you are looking to reduce your tax liabilities or simply stay ahead of tax laws, TaxElm offers the tools and support needed for long-term financial success.

What is Bloomberg Income Tax Planner?

Accurately predict tax obligations, capital gains, and taxes for both residents and nonresidents. Prepare strategically for the tax implications that arise from major life changes, such as marriage, Roth conversions, and stock sales, using the Income Tax Planner. Our proven track record of being first to introduce innovative solutions guarantees that you will have access to the latest tax regulations. Provide clients with a thorough analysis and comparison of different tax scenarios in a clear and effective manner. Formulate precise, professional strategies that empower clients to reduce their tax liabilities and make sound financial decisions. Navigate complex tax situations with ease and proficiency. Utilize the esteemed expertise of Bloomberg Tax & Accounting, along with current calculations and detailed projections, to expertly assist your clients in their tax planning, investment decisions, and retirement strategies, thereby improving their overall financial well-being. By incorporating these resources into your practice, you can significantly enhance your clients' confidence in achieving their financial goals. This comprehensive approach not only fosters trust but also positions clients for long-term success in their financial journeys.

Media

Media

Integrations Supported

Rightworks

Integrations Supported

Rightworks

API Availability

Has API

API Availability

Has API

Pricing Information

$249/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

TaxElm

Date Founded

2023

Company Location

United States

Company Website

www.TaxElm.com

Company Facts

Organization Name

Bloomberg Tax & Accounting

Company Location

United States

Company Website

pro.bloombergtax.com/income-tax-planner/

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

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

Popular Alternatives

Popular Alternatives

Moneytree Reviews & Ratings

Moneytree

Moneytree Software
UltraTax CS Reviews & Ratings

UltraTax CS

Thomson Reuters