Lacerte Tax Planner Customer Testimonials
Customer Reviews | Industry Awards
Lacerte is rated #1 in customer satisfaction with a 25 year history of serving our customers .....here is what our customers have to say...
"For us, tax planning is a second tax season that starts on Labor Day. Customers want to know what needs to be done when their situation changes or to minimize their tax liabilities. When you inform them that you need to prepare a detailed tax plan they don't hesitate. I have never had a client refuse tax planning services." Michael Deutsch, Michael S. Deutsch & Associates
"Tax Planner is fabulous... [it] lets you do many "what if " scenarios with data "blown over" from current year tax return. The last time I used it, it was on a very, very complex tax return (3 S-Corp. incomes, 5 kids with kiddy tax, a rental LLC, and AMT carryover). My projection was $14 off of the actual tax for the year. NOT BAD!!" Char Eleene Mano, CPA MST
"Easier for me to use than BNA because it looks like Lacerte and I know Lacerte" Yvonne Ko, Suttle & Company, LLP
"The Lacerte Tax Planner helps with everything from 'penalty-proofing' calculations to preparing presentation-quality reports for clients. Plus, Tax Planner has features and functions that go beyond the Lacerte 1040 program. For example, Tax Planner computes carryovers and allowable limitations for your clients' tax plans ... and uses current-year tax rates, phase-out and limitations." Joseph Handy, CPA, PLC
Industry Awards
Lacerte Service and Support Recognized as Innovative
Intuit's Professional Tax Team
Recognized as Finalist in the
SSPA STAR Awards
Intuit's Professional Tax Team was selected as a finalist for the 2006 SSPA STAR Awards for Best Practices. The STAR Awards for Best Practices recognize companies that have developed, implemented, and benchmarked the most innovative and efficient processes for service and support delivery. Chosen as one of three finalists in the Leveraging Customer Feedback category, Intuit was highlighted as a company that best utilized customer feedback throughout their support and product development processes.
"Lacerte Tax Planner is a powerful tool to quickly set up scenarios and observe the resulting tax obligation changes. The large number of possible cases and years and the handy user-configurable Watch List make it especially flexible."
"Our customers are finding that tax planning is one of the most profitable secrets out there. People who take advantage of it find that it not only benefits their business, but really helps their clients."
Jorge Olavarietta
