Tax Planning Software That Builds Your Business

Tru Tax Planner

The only Tax Planning software that actually PLANS

TRU TAX PLANNER GIVES YOU THE TOOLS YOU NEED TO ANALYZE COMPLEX TAX PLANNING SCENARIOS, RUN PROJECTIONS, MEASURE THE RESULTS OF YOUR TAX REDUCTION IDEAS, AND DEVELOP THE OPTIMAL COMBINATION OF STRATEGIES TO REDUCE TAX.  

Accurately estimate tax liabilities including federal income tax, AMT, and captial gains and measure the value of your tax reduction ideas.

Build side-by-side models to map out the optimal combination of tax reduction tactics. Then calculate the total tax savings. 

Simply follow our step-by-step process:

Upload a pdf of the taxpayer’s most recent return

Answer a few easy questions about their current situation and where they want to go

Review the tax planning roadmap suggesting ways to save money

Use these ideas to estimate savings

Relay estimated tax savings to prospective tax planning client and sell premium fee engagement

Collect payment ($2,500-$1 million per plan)

Run projections, illustrations, and analysis in our side by side comparison tool

Select model with greatest tax savings

Run projections, illustrations, and analysis in our side by side comparison tool

Watch Your Tax Planning Profits Soar

Prove Return on Investment (ROI) to your clients with our Fees to Savings Dashboard

Easily calculate total tax savings to the penny with up-to-date calculations and tax law

Track new planning revenues as a Key Performance Indicator for your planning practice

Import most recent tax return by uploading a pdf

This value packed planning tool includes:

Software Comparison

Software Comparison

FEATURES

TRU TAX
PLANNER
PROJECTION
TOOLS
TAX PLAN
REPORTING
TAX PLANNING
OPERATIONS
Analyze Complex Tax Plans
Average
Tax Savings > $35k/year
Automation
Integrates with tax prep family of software
Calculates actual tax savings based on tax calculations not average tax rates
Tax Savings Estimator
Includes documentation and
legal citations for over 130 strategies
Import pdf tax returns
Customized
reporting for your client's specifics
Tax law updates within 30 days
Training and Support
Case Submission Support
Easy Affordability

Available Only With AICTP Membership