zaro_ex2


Exhibit 2: How Users Rank Their Tax Software
    Highest Rating     Satisfaction
1 = very dissatisfied and 5 = very satisfied
Plan to use product next year
Percentage of respondents who said
  Vendor Tax program Number of respondents Average number of returns per
respondents
Product rating Product rating last year Support rating Support rating last year Number of network users Network rating Network rating last year Respondents who used conversion package Conversion package rating Yes No Undecided
2nd Story Software TaxACT 25 112 3.63 3.50 3.36 3.71 3 2.33 N/A 5 2.00 72 16 12
ATX Forms Max, Saber 91 218 4.05 3.59 4.02 3.59 17 3.65 3.33 24 3.25 86 4 10
CCH ProSystem fx 27 524 3.96 4.21 4.15 4.14 15 4.13 4.57 4 3.00 85 8 8
Creative Solutions UltraTax 62 605 4.19 4.57 4.11 4.33 30 4.23 4.38 23 3.57 90 3 6
Drake Software Drake Tax Solution 159 689 3.98 4.15 3.94 3.90 59 4.05 4.50 52 3.35 89 7 4
Dunphy Systems 1040 Professional
Tax Prep
20 758 4.50 3.43 4.35 3.71 4 4.75 3.00 0 N/A 80 10 10
Intuit ProSeries 214 404 4.07 3.98 4.00 3.79 51 3.59 3.68 39 3.36 78 6 17
Lacerte Software Lacerte 1040 Tax Software 155 559 4.32 4.28 4.13 4.29 66 4.17 4.18 33 3.48 87 8 5
Laser Systems TaxWorks 21 552 4.24 3.95 3.86 4.10 10 4.10 4.33 3 4.67 95 0 5
Micro Vision Software Tax Relief 1040 for Windows 39 503 3.97 3.47 3.72 2.73 13 4.08 3.75 6 3.17 72 15 13
Orrtax Software IntelliTax 17 463 3.47 2.95 3.59 3.42 3 4.50 3.67 4 3.50 82 12 6
Rhodes Financial Services Tax Slayer 18 487 4.44 N/A 4.39 N/A 6 4.17 N/A 7 3.86 83 17 0
Tax$imple Tax$imple 17 327 3.41 N/A 3.82 N/A 5 4.00 N/A 4 2.75 65 29 6
Universal Tax Systems TaxWise 86 535 3.64 3.59 3.25 3.26 27 3.56 3.63 17 3.47 75 14 11
  Average Rating       3.99 3.81 3.91 3.75   3.95 3.07   3.34 87.62 11.46 8.69

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Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.