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 clients, they must provide both Tax & Income Planning Solutions. They go hand in hand.
Help your clients make smarter financial decisions today by illustrating the most accurate, tax efficient strategies with the 1040 Tax What If program.
- Utilize a proprietary tax planning tool
- Creates a simple, accurate one page client report in minutes
- Enhances your credibility with current and perspective clients
- Can forecast multiple future "what if tax scenarios".
- Ridiculously Simple
- Extremely Effective
- Unlimited Tax Question Support
- Unlimited Case Design Support
- Client Consultations -- We can help you close the case for a small flat fee.
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.