Traditional tax planning has always been a compliance service. Estimating tax liability to avoid underpayment penalties and surprises has not always showcased an advisor’s experience and expertise.
Advisors had to bring together a variety of tools to provide their clients with meaningful reports that could communicate tax strategies and savings.
Now, Intuit has developed the Intuit Tax Advisor program. The program will support advisory services that recommend personalized tax strategies which align with client goals, communicate the tax savings associated with those recommendations, and provide a beautiful, client-friendly report that showcases the advisor's value.
Intuit Tax Advisor saves time and scales tax advisory to more team members, using a framework that provides insights from the tax data, suggests personalized tax strategies and estimates the projected tax liabilities.
Intuit Tax Advisor will elevate your role as a trusted tax advisor by:
- Recommending tax savings strategies
- Communicating tax savings
- Creating client friendly tax plans in minutes
The new Intuit Tax Advisor program, available this summer, will first be offered to users of Intuit's ProConnect and Lacerte tax products. It can be accessed via ProConnect tax or the Intuit Tax Advisor website.
More information can be found at that website.
Acknowledgements and Disclosures:
Portions of this feature, including graphical artwork contained herein, have been adapted from Intuit source content. All such materials within this feature were adapted from Intuit sources by Insightful Accountant solely for educational purposes.
As used herein, Intuit Tax Advisor, ProConnect Tax and Lacerte Tax Software refer to one or more registered trademarks of Intuit Inc., a publicly traded corporation headquartered in Mountain View, California.
Any other trade names used herein, including those of the sponsors (vendors) featured within this article, refer to products that may be registered, trademarked, or otherwise held by their respective owners; they are referenced for informational and educational purposes only.
This is an editorial feature, not sponsored content. No company or other person mentioned within this article has paid Insightful Accountant or the author any form of remuneration to be the subject of this feature. The article is provided solely for informational and educational purposes.
Publication of this article should not be interpreted as any form of endorsement by either the author or Insightful Accountant.
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