Lacerte Software - Lacerte Tax Planner

Lacerte Software - Lacerte Tax Planner

800-669-7953

www.lacertesoftware.com

The Lacerte Tax Planner provides comprehensive federal and state income tax planning that features multiple-scenario and multi-year planning, allowing users to project future tax liabilities and provide clients

States supported include AZ, CA, CO, CT, GA, IL, IN, LA, MA, MD, MN, NJ, NY, OH, OK, OR and WI. The program also offers a generic state that includes common adjustments for each (generic) State, and includes all of the state-specific tax tables, standard deductions and exemption amounts. The Lacerte Tax Planner costs $415.

Char Mano has been using Lacerte since 1990, which is what drove the firm to select the Lacerte Tax Planner. Mano's firm is a four-employee LLC that has been in business for about 16 years. The firm does approximately 350 individual tax returns per year in addition to a "boatload" of business/estates. Mano says the most beneficial aspect of the program is "the detailed analysis at a fraction of the cost of other programs with good transfer from the 1040 package to the tax planner." Mano also notes that the program has a lot of functionality that most users don't take advantage of.