As income tax planners quickly calculate federal, state, and nonresident income taxes for alternative minimum tax (AMT), capital gains, estimated tax payments, stock options, and more. Fast, accurate tax projections provide clients with the insight they need for reliable decision-making.

Income Tax Planning Software allows us to confidently tackle complex tax planning scenarios, reduce liabilities, and present the most advantageous strategies to your clients, all while working with the latest federal and state tax law.

Looking to Maximize Your Business Return

Accurately project estimated tax payments, capital gains, and taxes for resident and nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner. We have a proven track record of being first-to-market – you can rest assured that the latest tax law has been incorporated.

Expert Business Tax Planning You Can Trust

Accurately and efficiently show clients what their tax situation looks like with in-depth analysis and comparison of side-by-side scenarios. Create accurate, professional, and effective plans that help your clients reduce tax liabilities and make wise decisions. Easily model and navigate complex tax scenarios. Using our renowned tax expertise, up-to-date calculations, in-depth analytics, projections, and more to plan the best course of action for your clients’ tax, investment, and retirement planning.

Rely on the most trusted, best income tax planning software in the business.

• Take advantage of seven different modes of analysis
• Create tax projections for year-end,
• Create Tax projections quarterly, and multiple years, for up to 10 years
• Choose the secure anywhere, anytime access
• Plan Fast before laws change and get projections

Turn up productivity with strategic income tax planning.  Our income Tax Planner does the heavy lifting for you with timesaving wizards and tools, along with automated calculations and analysis. Just specify the variables you want to model – capital gains, estate tax, farm income, retirement, phaseouts, and more – and get instant results and insight into which strategy is the most tax advantageous for you.