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Created by professionals for professionals!
What you will find is software that will help you obtain for your client a successful tax resolution at a reasonable price all bundled together in a fill-in-the-form program that allows you to enter information once and flow to appropriate schedules, forms, and overflow sheets, generating ready-to-submit forms.
A list of all the forms and publications included in the OIC Tax Planner can be found in our FAQ section.
OIC Tax Planner - Network Edition
There are two network scenarios which are supported:
1. The OIC Tax Planner application is installed on multiple workstations. The client database is placed in a shared location on the network and is used and shared by these different installations.
2. The OIC Tax Planner application is installed on multiple workstations. The client database is stored on the company's database server. The supported database servers include all editions of Microsoft SQL Server 2000, 2005 and 2008.
July, 2019: The IRS is constantly updating the forms so your OIC Tax Planner team is always checking for new forms. Most recently we noticed Form 4506-T was updated so this will be in the software right away.
We continue to work hard to keep the OIC Tax Planner up to date.