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GUIDANCE & TRAINING

Help clients realize
tax-saving opportunities
Get up to speed on the Tax Cuts and Jobs Act (TCJA) and kick start your tax prep with UltraTax CS Year-End Training and Checkpoint Tax Return Compliance solutions

Get a head start on tax season with comprehensive guidance and training

TCJA represents the biggest tax reform in three decades and offers a huge opportunity for you. Now’s a great time to help your clients make the most of the sweeping tax changes.

Set yourself up for tax season success with integrated Checkpoint packages and UltraTax CS training that help you prepare for the latest tax reform changes — like the qualified business income deduction (Section 199A), due diligence requirements, and more.

Checkpoint Tax Return Compliance

Ensure you’re ready to handle all your clients’ compliance needs with top-rated guidance that’s integrated with UltraTax CS and includes the latest tax reform changes, like the QBI deduction (Section 199A) and more.

UltraTax CS Year-End Training

See where to enter and review new tax reform calculations, learn how to make the most of the innovative UltraTax CS tools you already have, and explore new features, like the new quick print feature for multi-page forms.

Ready to start a conversation?

Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you. Or, call us at +1 972 676 2302.

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