G2

AS

Art S.

financial advisor

Small-Business (50 or fewer emp.)

Originally submitted 11/12/2020

"clients love it!"

5/5

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.

Recommendations to others considering Tax Clarity:

It provides everything they promised. Support has been excellent. I would recommend it highly! it gives me a way to show clients the tax issues involved with proposed changes to their financial situation. it is one of the few that shows social security tax changes and more subtle ones, like Medicare. When i compare to their actual tax returns, i find it to be extremely accurate. Other programs i have tried gave me substantially different numbers. Review collected by and hosted on G2.com.

What problems is Tax Clarity solving and how is that benefiting you?

Tax ramifications of implementing options. Often, there are surprises that would have had a client make a different decision 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!