Question
Survey Tax Planner
My rankings. Interested in yours.
1. Income Tax Advisor
2. Tax Planner
3. 2025 Lacerte Tax software
Each has pros and cons:
ITA. Con: state inputs and reports, especially California, are incomplete. Pro: Strategies are good
Tax Planner: Con: The "drill down" aspect has been unwieldy since the 1990s; please update it to modern input forms. Pro - scenarios and years are useful. Clients love options and this feature is necessary.
LC: Con - seems to be the last software to be updated for latest tax laws and so planning must wait. Pro: Input forms beat all ITA and Planner.
