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

The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

FEATURE

Maximizing the higher education tax credits

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