Comprehensive Tax Planning Adds Value for Your Clients

With Planner CS, you can review countless tax strategies and communicate results easily using a variety of presentation tools. From simple to complex client scenarios, you can:

• Devise strategies to minimize your clients' tax liability
• Avoid alternative minimum tax
• Calculate required estimated tax payments
• Track carryforward items to future years
• Compare effects of filing jointly vs. married filing separately
• And more

It's also easy to create an unlimited number of scenarios over any number of years, including resident and nonresident state calculations.

Create Professional Looking Presentations

With built-in word processing and graphing capabilities, Planner CS allows you to create a professional presentation that will help you clearly communicate tax advice and various tax alternatives to your clients.

We'll Make Sure Your Tax Calculations are Correct

It's time to retire your tax calculation spreadsheets and let us make sure you have the correct calculations. Timely program updates throughout the year keep you up to date on the latest federal and state tax law changes, such as the Patient Protection and Affordable Care Act, the American Taxpayer Relief Act, the expanded Education credits, and more.