Quickfinder Tax & Financial Tools

The Right Tools for the Job

Get the job done better and faster with the right set of tools.

Quickfinder Tax and Financial Tools is specifically designed to help tax professionals do more each tax year without investing more time.

With one simple download, this easy to use, comprehensive toolkit enables you to proactively provide tax planning guidance and communicate tax-saving opportunities to your clients. It also saves valuable time when assisting clients with proposed transactions or responding to their tax questions. It provides hundreds of tools, including tax and financial planning calculators, worksheets, decision flowcharts, federal and state tax forms, tax organizers and client handouts that will save time when preparing tax returns or advising individual and small business clients in tax and financial planning matters.

Download Quickfinder Tax & Financial Tools or call us at 800.510.8997 to start saving time and providing value-added benefit for your clients.