What is a Tax Planner?
A tax planner is a person who helps someone prepare for tax season by establishing a financial plan which reduces the total amount of taxes paid, while making it easier to organize materials for tax season. Many tax planners are accountants who also offer tax preparation services as part of a bundled package for their clients. You may also hear the term “tax planner” used to refer to organizing software which is intended to serve the same function as a human tax planner. Tax planning software helps people organize their finances in a way which makes sense to them, while offering advice which is designed to reduce the tax burden and to assist with the organization of materials like receipts for expenses. There are a number of tax planning software suites on the market, many of which are integrated with software which helps with personal budget planning and savings plans. The goal of a tax planner is to help the client organize his or her financial matters in a way which is clear and eas
