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Tax Clarity

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Tax Clarity Reviews & Product Details

Pricing

Pricing provided by Tax Clarity.

Monthly

$79.99
per month/per advisor

Yearly

$899
per year/per advisor

Tax Clarity Media

Tax Clarity Demo - Strategy Comparison
Any changes that are made and saved will bring up a Change EMR to the Tax Map and seeing the details below will give a comparison between the Base Case and Scenario One.
Tax Clarity Demo - Tax Clarity Allows Users to Create Multiple Scenarios
Use Tax Clarity during every annual client review meeting to look at the tax landscape for any given year without creating a new case. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with your clients.
Tax Clarity Demo - Enter Client Info
Select manual data entry or import from Redtail.
Tax Clarity Demo - 1040 Data Entry
Enter client income sources from the 1040. You can apply the Tax Cuts and Jobs Act of 2017, display new tax forms help text and exclude Medicare premiums. Enter in any dependents if applicable.
Tax Clarity Demo - Tax Map
You can use this Tax Map to identify tax opportunities and view the Base Effective Marginal Rate (EMR). The red bar represents the regular tax brackets and the gray represents the effective marginal tax rate. Click on “Details” to see a detailed look of what the Tax Map is showing. Click on th...
Tax Clarity Demo - Alternative Strategy
Any changes that are made and saved will bring up a Change EMR to the Tax Map and seeing the details below will give a comparison between the Base Case and Scenario One.
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Tax Clarity Reviews (11)

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Reviews

Tax Clarity Reviews (11)

View 1 Video Reviews
4.6
11 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the software for its ease of use and clear visual illustrations that help clients understand their tax situations. Many find it invaluable for presenting complex tax scenarios, enabling informed financial decisions. A common limitation noted is the learning curve for new users, but overall satisfaction remains high.
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JD
CEO/ Financial Advisor
Small-Business (50 or fewer emp.)
"Adding Value"
What do you like best about Tax Clarity?

Being able to talk about the benefits of a Roth conversion and then to use Tax Clarity to identify the proper dollar amount to convert is very powerful. Review collected by and hosted on G2.com.

What do you dislike about Tax Clarity?

It does take a little time to imput all of the data. Review collected by and hosted on G2.com.

Response from Katie Godbout of Tax Clarity

Hi Jody,

Thanks for leaving a review of Tax Clarity. We're thrilled that the software is helping you demonstrate the benefits of Roth conversions and determine the appropriate amount to convert. We appreciate your feedback.

Gregg M.
GM
Founder and President of Gmac Family Financial
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"I love how easy it is to work with"
What do you like best about Tax Clarity?

Showing the Tax charts. then use different plans to show if we do this how this will affect your taxes Review collected by and hosted on G2.com.

What do you dislike about Tax Clarity?

Sometimes it is hard to know where to enter numbers from the client's tax return Review collected by and hosted on G2.com.

Response from Katie Godbout of Tax Clarity

Hi Gregg,

Thanks for writing a review of Tax Clarity. We love that you're using the software to demonstrate the value of smart retirement tax strategies, including Roth conversions. We greatly appreciate your feedback!

Lynn B.
LB
Owner/Financial Advisor
Small-Business (50 or fewer emp.)
"Simple input, easy to show to a client or potential client."
What do you like best about Tax Clarity?

The software is easy to use and shows a clear picture of a client's tax liabilities from withdrawing various amounts from qualified accounts.

Customer support is excellent. Review collected by and hosted on G2.com.

What do you dislike about Tax Clarity?

I can't think of any downside of using the software. Review collected by and hosted on G2.com.

Response from Katie Godbout of Tax Clarity

Hi Lynn,

Thank you for taking the time to leave a review of Tax Clarity. We're thrilled to hear that you've found the software easy to use and our live expert customer support team helpful! We really appreciate your feedback.

Chad  W.
CW
LPL Registered Principal
Small-Business (50 or fewer emp.)
"Taxes Matter even in Retirement"
What do you like best about Tax Clarity?

Easy way to show clients and prospects clear tax inefficiency's and help them visualize how we can help their tax situation. Prospects realize pretty quickly that they can't do this kind of planning without us and our tools. Review collected by and hosted on G2.com.

What do you dislike about Tax Clarity?

The software does have a learning curve, but once I got it, it has been invaluable in landing larger accounts where taxes make a big diffrence. Review collected by and hosted on G2.com.

Response from Katie Godbout of Tax Clarity

Hi Chad,

Thank you so much for leaving a review of Tax Clarity. We're thrilled that the software has helped your clients clearly visualize their tax situation. It's great that Tax Clarity makes it easy to demonstrate the value you're adding to their retirement, and we love to hear that you're combining Tax Clarity and Social Security Timing to help clients make smart financial decisions. We appreciate your feedback.

WB
Principal
Small-Business (50 or fewer emp.)
"Great Program"
What do you like best about Tax Clarity?

Tax Clarity helps me present a client's tax circumstance clearly and understandably. It provides them with the information necessary to help them make financial decisions to their benefit. Review collected by and hosted on G2.com.

What do you dislike about Tax Clarity?

It would be nice if it could handle rental income too.

The continuous barrage of emails to take a survey! Review collected by and hosted on G2.com.

Response from Katie Godbout of Tax Clarity

Hi Wendell,

Thank you for taking the time to leave a review of Tax Clarity. We're happy to hear that you've found the software helpful for demonstrating the tax impact of different financial decisions. I'll pass along your suggestion about rental income to our development team, and we appreciate your candid feedback on the frequency of survey-related emails.

Robert T.
RT
Senior Managing Partner
Small-Business (50 or fewer emp.)
"Great visual software"
What do you like best about Tax Clarity?

Easy to input data and very good visual illustrations that clients can understand. I really like the ability to compare scenarios. Review collected by and hosted on G2.com.

What do you dislike about Tax Clarity?

I wish it had illustrated ROTH conversion features. Review collected by and hosted on G2.com.

Response from Katie Godbout of Tax Clarity

Hi Robert,

Thank you for leaving a review of Tax Clarity. We're happy to hear that the software graphics have helped you communicate the value of a good financial decision. If you're interested, our Income InSight software can illustrate the impact of a Roth conversion. Learn more here https://www.covisum.com/solutions/income-insight/tour

Thanks for your feedback!

Verified User in Financial Services
UF
Small-Business (50 or fewer emp.)
"Excellent tool for retirement planning."
What do you like best about Tax Clarity?

Calculating a prospects taxes in retirement. Showing how Roth IRA conversions can lower their taxes. Review collected by and hosted on G2.com.

What do you dislike about Tax Clarity?

I used to be able to show current and recommended tax analysis in one report, and now I can't. Review collected by and hosted on G2.com.

Response from Katie Godbout of Tax Clarity

Thanks for taking the time to review Tax Clarity. We're happy to hear that the software has helped you demonstrate the benefits of Roth conversions. I'll pass along your note about including both the current and recommended tax analysis in one report to our customer experience team. We greatly appreciate your feedback.

AS
financial advisor
Small-Business (50 or fewer emp.)
"clients love it!"
What do you like best about Tax Clarity?

Easy to use. it takes into account all the tax ramifications, such as social security taxation Review collected by and hosted on G2.com.

What do you dislike about Tax Clarity?

Graphs take a lot of explanation for clients to understand Review collected by and hosted on G2.com.

Response from Katie Godbout of Tax Clarity

Hi Art,

Thank you so much for taking the time to leave a review of Tax Clarity. We're thrilled you've found the software easy to use and helpful for showing clients tax opportunities in retirement. We really appreciate your feedback!

AS
Small-Business (50 or fewer emp.)
"Huge fan of Tax Clarity"
What do you like best about Tax Clarity?

My favorite feature is the visual map of the marginal/effective tax rates. After entering my client's data, I'm able to see how close we are to the next bracket. This allows me to make assumptions about possible tax loss harvesting, tax gain harvesting, ROTH conversion, strategic IRA withdrawals, etc. Review collected by and hosted on G2.com.

What do you dislike about Tax Clarity?

I wish there was more transparity in the data. I love how the program tells me that even though their marginal bracket is 12%, the next dollar of income generated would be taxed at an effective rate of 27%. Conceptionally I understand why, but I would like to see the data behind that answer. Review collected by and hosted on G2.com.

Response from Katie Godbout of Tax Clarity

Hi Adam,

Thanks for taking the time to share your thoughts about Tax Clarity. We're so happy to hear that you've found our unique Tax Map feature really helpful for visualizing potential strategies. I'll pass along your note about including additional data in the future to our software development team. We greatly appreciate your feedback.

Adam T.
AT
Small-Business (50 or fewer emp.)
"Tax Clarity has been amazing"
What do you like best about Tax Clarity?

I use tax clarity everyday, multiple times per day when I meet with clients. it helps so much for providing advice and allowing me to look as professional as I possibly can Review collected by and hosted on G2.com.

What do you dislike about Tax Clarity?

It is very easy to use. Not much to dislike. Review collected by and hosted on G2.com.

Response from Katie Godbout of Tax Clarity

Hi Adam,

We're thrilled to hear that we've become an integral part of your practice and that the software has helped set you apart from the competition. We really value your feedback. Thanks for the review!

Pricing Options

Pricing provided by Tax Clarity.

Monthly

$79.99
per month/per advisor

Yearly

$899
per year/per advisor
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Tax Clarity