Holistiplan Unveils Tax Report 2.0 with Enhanced Visualizations and Insights

College Station, TX / AccessWire / September 9, 2024 / Holistiplan, a leader in tax planning software, has announced the launch of Tax Report 2.0. This upgraded version features enhanced visuals and charts, making tax planning clearer and more effective for advisors and clients.

The update introduces improved visualizations, including a tax breakdown pie chart and itemized deduction summaries. These graphics simplify data presentation, enhancing client understanding.

Tax Report 2.0 also expands insights, covering areas such as MAGI Planning, Medicare Premiums, and the Tax Efficiency of Portfolio Income. Advisors can now provide more detailed analyses of their clients' finances.

Usability has been improved with a customizable and visually appealing interface. This ensures complex tax data is easy to explain and understand. "Tax Report 2.0 is a game-changer," said Roger Pine, CEO and Co-Founder of Holistiplan.