The T.C. Burgin firm began using UltraTax CS to improve efficiency with tax review processes and preparation. This strong tax software takes human error out of the equation, speeds up the processing of returns, and allows for accuracy every time, taking the worry out of tax season.
Burgin says, “The diagnostics for UltraTax CS are powerful and we utilize them in the review process and the preparation. They give us insight into areas that could easily be overlooked just in the detail of inputting the data and therefore can highlight areas that need attention and that we can then correct. And also, in the last few years they have begun to give us tax analysis that in the past they didn’t. They might tell us you didn’t check this box, or you didn’t fill out this form completely, but now they’re beginning to inform us with even deeper levels of information, like our client is not contributing the maximum amount to their 401k plan. This gives us some insight and then we can work with the client in order to get a better answer for them.
“UltraTax has enabled us to better able work with our clients because of the analysis we can do and the diagnostics as well as the year-to-year comparisons, so we can do pre-planning and also correct any issues or make them aware of tax opportunities that they may need. Through (Thomson Reuters) programs and through the help and just the overall training process, we utilize it extensively and it enables us to bring new employees on and get them up to speed and very quickly.
“We’ve been using UltraTax CS since it was first released and so we have used Thomson Reuters products for 30 years and it’s a valued partner for us. In relation to the integration of UltraTax CS with the other accounting programs along with Practice CS, we find that the ease of setting up clients, onboarding them, and being able to move them, especially in busy season, into an area where we can quickly and easily work on their returns is valuable.”
T.C. Burgin has seen how the right software can also help manage all the new tax law changes that came with TCJA.
“I may be dating myself here, but as it relates to UltraTax and the current tax law, the TCJA, I was involved in the last major code revision in 1986. And the speed in which we have gotten up-to-date information and are able to integrate that into the planning process is remarkable compared to the way it was in 1986. There were issues that I thought we would never have addressed in the current year, and we have the capability and it operated basically pretty seamlessly through this last tax season. As far as recommendation for UltraTax CS, I think that if you look at industry publications, if you look at our experience with it over the years, we definitely consider it the premiere tax preparation program available in the field.”