The "Go To" Tax and Income Planning Tool for Professionals
In today's competitive market, Insurance and Financial Professionals realize that in order to remain competitive along with finding and retaining new higher-net worth clients, they must provide both Tax & Income Planning Solutions. They go hand in hand.
Help your clients make smarter financial decisions by illustrating the most tax efficient strategies with the 1040 Tax What If program. (Available in three, affordable program options.)
- Utilize a proprietary tax planning tool
- Creates a simple, accurate one page client report in minutes
- Enhances your credibility with current and perspective clients
- Forecasts multiple future "what if tax scenarios".
- Ridiculously Simple
- Extremely Effective
- Unlimited Tax Question Support
- Unlimited Case Design Support
- Client Consultations -- We help you close the case!
Now is the time to put Senior Tax Solutions on YOUR TEAM.
Senior Tax Solutions has worked with a diverse group of professionals from all across the country; educating them and provide tax solutions for their clients. To learn more about our services, click the links below for a preview.