What are some tax planning software/tools that you use for individual tax clients?
We run all our planners through the Thomson Reuters app. I have a hard time trusting anything that isn’t a full blown tax software. Then I put together a video explainer so they can actually make sense of the output
Upsides of my approach: Highest level of technical accuracy, mitigating risk in that regard.
Downsides: Doesn’t do a good job of pointing out *savings like other apps do, output is hideous.