Tax Planning

Corvee publishes questionnaires for the 2021 tax season within the tax planning software program

FORT LAUDERDALE, Fla., Jan. 22, 2021 (GLOBE NEWSWIRE) – Corvee, a software and solutions company serving tax and accounting firms, today announced the publication of its questionnaires, filing requests, and engagement letters for the 2021 tax season directly online for the company’s tax planning software . Developed by Michael Bergman, Senior Software Engineer at Corvee, and the Corvee team, this technology marks the first time that tax preparation questionnaires have been incorporated directly into tax planning calculations. This automation of information gives tax professionals the ability to complete 80% of the tax planning for their clients while collecting tax preparation documents. The tax planning calculation spans dozens of strategies, multiple companies, and multiple years.

The company is focused on helping tax and accounting professionals grow, build, and optimize their businesses. With tax planning software, tax professionals can formulate a tax saving calculation, develop a proactive and strategic tax plan, and be the trusted advisors clients need.

“We are thrilled that Michael and the Corvee team have developed this latest addition to our tax planning software, as it makes the data collection process even easier and more automated. Now tax and accounting professionals can focus on recommending the best possible tax position and strategy for each and every situation their client has, ”said Bob Bennett, Vice President of Tax and Legislation at Corvee. “Tax season is always a busy time for accounting and tax professionals, and now Corvee Tax Planning software allows them to use the information they already need to calculate and develop a tax savings plan. This saves time and shows your customers your expertise. ”

“Corvee has already changed the way we plan our clients and advise them on the best tax planning strategies based on their needs,” said Julie Herres, owner of GreenOak Accounting. “This latest technology will take our planning to the next level! We will be able to take full advantage of the work we are doing on tax preparation to streamline the strategy and planning process for the rest of the year. “

In addition to tax planning software, Corvee offers growth and development programs that help companies transition from compliance to advisory services.

Please visit for more information.

About Corvee
Corvee offers accounting and tax professionals a range of solutions to help them build, grow and optimize their businesses. The company works with companies in the tax, accounting and financial advisory sectors. Corvee offers a bundle of solutions for each specialty, including tax planning and client collaboration software, business growth and development programs, and the ability to become or work with a financial advisor to provide tax-privileged wealth management to clients. Developed with the help of tax and accounting experts, the all-in-one suite is designed to help companies increase sales, profitability and efficiency, and deliver the highest value to their customers. More information is available at Connect with Corvee through his blog, Facebook, LinkedIn, Instagram and Twitter.

Media contact
Vicki LaBrosse
Edge Marketing for Corvee

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