Drake Tax Planner
|
|
The Drake Tax Planner allows you to add revenue to your office and assist clients in making
the right decisions in an increasingly complex tax environment. Most financial decisions
today have a direct impact on a client’s tax situation. The tax planner allows up to seven
years or seven scenarios of tax planning per client.
|
Help your clients plan for changes such as:
- Change in marital status
- Change in dependencies
- Change in income
|
Help your clients determine what financial decision would have the best tax implications for:
- Taxable Social Security benefits
- Disposition of capital assets
- Limitation phase-outs
- Self-employment tax
- Alternative Minimum Tax
- Retirement savings
|
|
Various reporting options allow you to provide your clients with the
level of detail they need. The Drake Tax Planner can help take your business to
the next level.
|