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About

Until now, tax planning has been nearly impossible for the small business owner. Complicated IRS codes, difficult projections models, and no professional help. Tax Planner Pro changes all that, with a simple interface, easy to understand guides, and professionals to walk you through every strategy and tax saving tip. Once you connect your financial information to Tax Planner Pro, our tax strategy engine called IVAN will analyze your current financial position and prepare a customized tax plan for you and your business. We will show you how to reduce your tax bill to just $1.00 dollar guaranteed. It may take 5 planning ideas, it may take 30 of them, but we will get your taxes down! Tax Planner Pro automatically stays up to date every week with automatic syncs to QuickBooks Online and Xero. Setup is easy and only takes a few minutes.

About

Tax legislation changes quickly and itโ€™s easy for your clients to fall behind. Intelligently devise strategies to help them get ahead of the next few yearsโ€™ tax filings. Updated throughout the year with new regulations, Thomson Reuters Planner CS tax planning software makes it easy for you to provide thorough insights to your clients. Run analyses that take into account multiple scenarios, such as comparing joint vs. married filing separately, and compile your projections into sleek, easy-to-read presentations. See how Planner CS provides powerful tools to help you save time, ensure accuracy, and present a professional tax analysis that will help your clients make the right tax planning decisions. Develop strategies to reduce your clients' tax liabilities, track carry-forward items for future years, calculate payments, and more. Simple navigation and timesaving templates let you quickly and easily analyze complex tax planning needs for your clients.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accountants seeking a tax planning software

Audience

Tax planning software for accountants

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$499 per year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Tax Planner Pro
Founded: 2015
www.taxplannerpro.com

Company Information

Thomson Reuters
Founded: 2008
Canada
tax.thomsonreuters.com/us/en/cs-professional-suite/planner-cs

Alternatives

Alternatives

OIC Tax Planner

OIC Tax Planner

iConcepts
UltraTax CS

UltraTax CS

Thomson Reuters
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Categories

Integrations

Ace Cloud Hosting
Octane11
QuickBooks Online
Xero

Integrations

Ace Cloud Hosting
Octane11
QuickBooks Online
Xero
Claim Tax Planner Pro and update features and information
Claim Tax Planner Pro and update features and information
Claim Thomson Reuters Planner CS and update features and information
Claim Thomson Reuters Planner CS and update features and information