Audience

Accountants seeking a tax planning software

About Tax Planner Pro

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.

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Pricing

Starting Price:
$499 per year

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5
More Reviews Write a Review

Company Information

Tax Planner Pro
Founded: 2015
www.taxplannerpro.com

Videos and Screen Captures

Play Video Tax Planner Pro Screenshot 1 Tax Planner Pro Screenshot 2 Tax Planner Pro Screenshot 3
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Product Details

Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online

Tax Planner Pro Frequently Asked Questions

Q: What kinds of users and organization types does Tax Planner Pro work with?
Q: What languages does Tax Planner Pro support in their product?
Q: What kind of support options does Tax Planner Pro offer?
Q: What other applications or services does Tax Planner Pro integrate with?
Q: What type of training does Tax Planner Pro provide?
Q: How much does Tax Planner Pro cost?

Tax Planner Pro Product Features

Tax Planning

Multi-Entity Planning Not Supported
Multi-Year Planning Not Supported
Proposed Legislation Planning Not Supported
State & Local Planning Not Supported
Detailed Savings Calculations Not Supported
Strategy & Scenario Comparison Not Supported
Tax Return Scanning Not Supported
Tax Return Diagnostics Not Supported
Export Branded Proposal Not Supported
Export Branded Tax Plan Not Supported

Tax Planner Pro Verified User Reviews

Write a Review
  • Nick B.
    CPA
    Used the software for: 2+ Years
    Frequency of Use: Monthly
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Software and Great Price."

    Posted 2021-11-03

    Pros: Really great price, love the lifetime package.
    Integrates with QuickBooks and Xero.
    Runs full business and personal projection.
    Suggests strategies.

    Cons: Not enough strategies (only about 20).
    Chat only support.

    Overall: I like the software and it is priced right. I use it for about 50 clients. When we roll out the reports to clients, they love them and we really make tax planning a pillar of our practice.

    Read More...
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