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Current Software Products:

  • 1040 Review: State of the art Tax Planning and Review Software!
    1040 Review works along side your tax preparation software to enable you as a tax practitioner to work more efficiently and add value to your services.  This tax review software provides a tax planning and strategy analysis of the return, looking for "red flags" and other compliance issues, It produces various reports including a fully customizable due diligence review checklist, a tax planning and analysis report, and Typical Comparison reports.

    Typical Comparison Reports compare the client's data to averages for their income range and SIC code. Automatically produce a customizable due diligence checklist that can be used on-screen or opened in MS Word. In a climate where the public increasingly views tax preparation as a commodity, these tools give you a way to add tremendous value to your service.

    Learn more about 1040 Review:
    Overview | Automated Review Checklist | IRS Analysis Function | Tax Planning and Strategies | Interface | Availability and pricing

  • Vermont Edition, New Hampshire Edition
    Professional tax preparation and analysis tools used by accountants since 1987. Provides refreshing comprehensive support for professional needs in a region largely ignored and poorly supported by the major tax software publishers.

Nearly 30% of CPA's in public practice in Vermont are using one of our leading products!

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