New Website for Tax Pros Introduces Tax Planning Tool

MISSION VIEJO, Calif., May 28, 2013 /PRNewswire-iReach/ --, a unique new Web-based subscription service for tax professionals, has added a new tax planning tool that enables subscribers to provide clients with specific considerations and recommendations for 2013 tax planning.


"This new add-on to our regular monthly service plans — at no additional cost — enables tax preparers to be more proactive for their clients," said Chris Basom, the company's founder and a tax accountant/financial planner. "It enables them to serve clients year-round and protect them from nasty surprises in April."

By using data from the clients' last year's tax return, the new tool requires just 24 quick inputs to instantly render a tax planning action list for clients. It accounts for the impact of new tax laws, including those related to the Affordable Care Act, any changes in state and federal tax rates, capital losses carried forward, passive losses carried forward and the child-care tax credit, among others. It also discusses the impact of the Alternative Minimum Tax and any tax underpayment. This enables tax professionals to anticipate liabilities and help clients avoid them or, failing that, to alert them so they can work with tax professionals on a strategy to pay them.

"By using this tax planning tool, our subscribers have a tangible reason to meet with their clients in summer and fall, and can demonstrate to clients that they can help them succeed financially," Basom added. "The benefit for tax professionals from having this kind of conversation with clients is that they naturally segue into advice on wealth management and financial planning, expanding the existing advisor/client relationship."

Tax professionals, who subscribe to the online platform for its suite of business growth tools, may charge their clients for the new tax planning service or include it in their existing service arrangement as a value-added item.  "The practitioner can decide whether – and if so, how much – they want to charge for this specific service, said William Hamilton, the company's general manager. "Our tools are designed so the tax professional can use them any way that works best for their individual practice. They run the show."

The tax planning analysis, like the rest of the site's growing suite of tools, helps tax professionals set themselves apart from their competition. The site includes training guides, analytical/financial analysis tools, document templates, and marketing tools, all designed around a robust client relationship management (CRM) system. Access to the portal enables tax professionals to grow their businesses and take advantage of industry changes at a time when their survival is threatened by the commoditization of tax prep and accounting services.

The user-friendly site is a unique all-in-one solution that combines specialized educational content with seamless CRM functionality and unique revenue-boosters. "Nowhere else are all these features and functions available in one place," said Basom. "The site includes everything the tax preparer needs to go beyond tax returns and deliver client-centric financial analysis services at a time when delivering   value is critical for tax preparers to attract and retain clients."

The basic subscription ($69 monthly) provides access to training guides, analysis tools, marketing templates and CRM features that allow subscribers to upload and manage client data, issue reports and track clients' status. It also features a legal document prep system that users can access to prepare customized documents for items including wills, trusts and incorporations. Premium subscriptions ($99 per month) include an online calendar function that integrates with their users' websites, enabling their clients to schedule their own appointments.  

All subscribers get unlimited free telephone, email and chat support from a dedicated support team. And all subscribers can upload substantial amounts of client data onto the highly secure website, protected by 256-bit encryption. Free 30-day trials are available simply by visiting the website.

Media Contact: William Hamilton Your Business Matters Inc., 9492076787 ext. 1001,

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SOURCE Your Business Matters Inc.



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