Tax Planner Pro

Income Tax Return Preparation & Planning Strategies.

Description

Do you need your business tax return prepared? Do you want to know what strategies could lower your tax bill? Tax Planner Pro can help you lower your taxes and prepare the tax returns all in one app. CPA review and help is included.

Customer Support That Rocks!

Our customer support hero's are the backbone of Tax Planner Pro. From making sure your software experience is perfect, to answering questions about tax strategies and plans, our customer service group is world-class. You can contact support hero's from within the app, by email, on twitter, and by phone.

The Simulator Will Show You What Moves To Make...

Knowing what your taxes will be next year is just the beginning. Tax Planner Pro uses the Simulator Module to show you what strategies to implement, in what amount, and lets you run "What-if" scenarios.

Built By CPA's for Small Business Owners

The Dashboard summarizes what you owe and when. The integration with QuickBooks Online means you can see how your tax returns will change as your business changes. Overview Graphs show you the most critical parts of your tax projection and the Business & Personal Summaries break down every number that will be on your tax returns. Now you don't have to wait for your accountant or CPA to prepare your tax return, you will know the numbers anytime of year.

Dozens of Tax Strategies at your Fingertips!

With the Planner Module you get to see several cutting-edge tax strategies and suggestions. Each comes with customized calculations of what it would do in YOUR tax return, and all the help and advice you need to implement them.

Know Your Tax Plan, No More Income Tax Surprises

Tax Planner Pro can provide you insight into your tax situation and identify problems you may need to address. Once your tax projections are calculated, Tax Planner Pro will display key metrics and opportunities for you to address. Tax Planning has never been easier!

Hydra means you can sync up to 8 QBO files to one taxpayer

We believe Tax Planner Pro is the essential tool for every small business. Even if you are just getting started, seeing the effects of changes to your business is important. Income Taxes are one of the largest expenses you will have, it is time to be aggressive and pay less. The more money you save, the more you can invest back into your business and yourself.

Customer Support That Rocks!
The Simulator Will Show You What Moves To Make...
Built By CPA's for Small Business Owners
Dozens of Tax Strategies at your Fingertips!
Know Your Tax Plan, No More Income Tax Surprises
Hydra means you can sync up to 8 QBO files to one taxpayer

Our Basic Plan is FREE FOREVER! Other plans start at $9/mo!


PLAN PRICE USERS DETAILS
Basic Free 1 The Basic plan is "Forever Free" and shows your Business Tax Projection with QuickBooks Online Sync, your Personal Tax Projection, and use of "The Vault" (10MB Storage)
Professional $49/year 1 The Pro plan includes everything in the "Basic Plan" as well as the Planner Module and the Simulator Module. Dozens of planning tips, how-to videos, and much more...
Mini Professional Accountant Plan $39 /mo 10 FOR PROFESSIONAL ACCOUNTANTS ONLY: The Mini plan includes full Tax Planner Pro portals for up to 10 clients and comes with the accountant portal to manage clients.
RTP Professional Accountant Plan $99 /mo 151 FOR PROFESSIONAL ACCOUNTANTS ONLY: The RTP plan includes full Tax Planner Pro portals for up to 150 clients and comes with the accountant portal to manage clients. Also included is the RTP designation and priority support.
Tax Return Preparation Service $299 for 1120S or 1065 1 For tax year 2016. Business tax return only (no Form 1040). Tax Planner Pro reads your QuickBooks data and prepares your business tax return for you. No data-entry, over 150 different reviews for missing deductions, and CPA review included.

Tax Planner Pro believes support is just as important as making a great product. Our Customer Service Hero's will work with you every step of the way utilizing the latest in easy to use customer support tools and forums. We know that providing our users with the best experience means answering questions and solving issues quickly and correctly. We encourage you to visit forum.taxplannerpro.com or email us at support@taxplannerpro.com. Our phone number is below and our hero's are standing by.

Support: 952.314.1574
Online: http://forum.taxplannerpro.com


Check out the most frequently asked questions below: Expand all
How can I get help when I have questions about using Tax Planner Pro?
We have several ways you can contact us. Our support forum at forum.taxplannerpro.com has several questions already answered for you and can be searched based on what you need. You can also email support at support@taxplannerpro.com. Finally you can call our customer support hero's M-F from 9am to 430pm EST.
What is the difference between the small business version and accountant version?
The small business version and accountant portal are both fully featured products, the only difference is the small business version comes only with 1 portal. The Accountant version allows for up to 150 clients to receive portals...
Does Tax Planner Pro prepare tax returns?
Yes! If you have an S-corporation or Partnership and need your business tax return prepared and reviewed by a CPA, then our return preparation service can handle all of that for just $299.
Does Tax Planner Pro help me with my business taxes or my personal taxes?
Both! Tax Planner Pro calculates your business income taxes and your personal income taxes, provides you insight into both returns and how they affect one another. Most small businesses pay income tax at the personal level, but the amount they pay is based on their business. Only working on both can you save the BIG MONEY!