OK, so how do we teach and how do we do tax planning?
The old fashion way; but reviewing your clients' or prospects' returns in our cloud
and making recommendations to you on their behalf. Then if you understand the advice and agree, we have CPAs or EAs go into real tax software and do a real
forecasted return to show to the client.
Or, if you don't understand the advice, we teach you the concept, which makes you a better advisor!! You and your client can simply take the advice, if you
understand it all, and move forward with your client.
Or, you can ask for a supplemental call to discuss the advice with the tax planning team.
Our company is a US domestic cloud based company, which is full of CPAs with the most secure technology.
Our planning team understands the full menu of tax planning options and they can put those options in layman’s terms for any advisor.
You can even help advisors close deals by acting as the "experts from away." Finally, the right way to make tax planning with your clients easy, accurate, safe and complete.