Tax planning has become a valuable service for your clients and an easy way for you to increase revenue for your firm. UltraTax Planner makes it easy to analyze multiple tax strategies for multiple years and can easily communicate the results of your analysis to your clients.

With UltraTax Planner you can:

Enter federal and state income tax projections for virtually unlimited alternatives and years forward.


View the implications of different tax alternatives as you make them.


Easily analyze complex tax implications for your clients.


Produce professional-looking client communications with built-in word processing capabilities.


View plan data by year or alternative.


Save time with integration between programs. UltraTax Planner imports client data directly from UltraTax.


Use UltraTax Planner’s standard group of reports or customize a set of reports for specific clients.


Carry forward applicable items from one year to the next— automatically.


Communicate recommendations to your clients clearly with built-in graphing capabilities.