Our Tax Planner is currently live and launched for clients. If you'd like to try out the features of the Tax Planner, you can log into one of our live test accounts:
With the guidance of our Tax Advisors, our Tax Planner allows clients to see how their projections and profit and loss will impact their tax liability. For instance, if the client's projections change, and the client anticipates more profit, their Tax Advisor can factor in these changes, so the client can see a projected amount of their tax liability.
The client's potential tax savings opportunities and the potential savings are based on the client's own unique situation.
Each Tax Suggestion also contains clickable boxes for more information about each strategy that is available to the client. Ultimately, the Tax Advisor will advise whether to implement a strategy depending on the client's own unique situation.