zaro_ex5


Exhibit 5: Special Client Services
  Percentage offering tax-refund advances Percentage of filings that included such advances Percentage that planned to offer that service next year Percentage that offered online organizers this year Percentage of clients that used them
Tax program          
ATX 5.4% 7.1% 4.6% 13.1% 7.1%
Drake Software 21.2% 17.4% 19.7% 9.1% 10.8%
GoSystem Tax RS 0.0% 0.0% 0.0% 20.6% 2.8%
Lacerte 0.6% 6.7% 0.5% 22.6% 5.3%
ProSeries 4.3% 7.5% 4.0% 9.1% 7.8%
ProSystem fx Tax 1.5% 13.6% 0.4% 25.5% 5.2%
Tax Software for the Professional 0.0% 0.0% 0.0% 0.0% 0.0%
TaxACT Preparer's Edition 0.0% 0.0% 0.0% 18.2% 6.0%
TaxSlayer Pro 20.0% 4.0% 20.0% 0.0% 0.0%
Taxware Tax Preparation 9.0% 14.0% 10.0% 5.0% 12.0%
TaxWise 10.5% 11.8% 10.5% 15.8% 51.0%
TaxWorks 0.0% 0.0% 0.0% 6.3% 7.5%
UltraTax CS 1.8% 2.4% 1.4% 26.8% 3.9%
Average 5.7% 6.5% 5.5% 13.2% 9.2%

SPONSORED REPORT

A new line of business to consider

Technology assessments may open the door to new engagement opportunities for your firm. What is a technology assessment? How do you perform one? JofA Tech Q&A author J. Carlton Collins shows you in a detailed explanation.

FEATURE

Maximizing the higher education tax credits

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