Los Angeles has one of the largest concentrations of high-net-worth individuals and businesses with complex tax situations. We help tax professionals serve clients efficiently with modern technology.
The Tax Technology Challenge
Tax professionals face annual law changes, complex client situations, and seasonal workload compression. Software must handle sophisticated scenarios while automating routine work.
Our Tax Software Solutions
Tax Preparation
Accurate return preparation:
- Individual returns: 1040 with all schedules
- Business returns: Corporations, partnerships, S-corps
- State returns: Multi-state filing support
- Specialty returns: Trusts, estates, non-profits
Document Management
Efficient data collection:
- Client portal: Secure document upload
- OCR capture: Extract data from documents
- Organizers: Digital questionnaires
- Document storage: Return and workpaper archive
Workflow Management
Firm productivity:
- Assignment: Work distribution and tracking
- Review process: Multi-level review workflows
- Status tracking: Return progress visibility
- Deadline management: Due date monitoring
Tax Planning
Advisory capabilities:
- Projections: Multi-year tax forecasting
- Scenario analysis: Compare strategies
- Estimated payments: Quarterly planning
- Entity selection: Structure optimization
Compliance and Quality
E-File Integration
- IRS e-file transmission
- State e-file support
- Acknowledgment tracking
- Rejection resolution
Quality Control
- Diagnostic checks
- Review checklists
- Prior year comparison
- Audit trail
Ready to modernise your tax practice? Contact ZIRA Software to discuss your tax software needs.