Monica Osborne of Jones and Roth in Oregon always wanted to provide tax planning services to her clients – and at one time, her firm did include it as part of their value proposition. The problem? It ate away at advisors’ schedules, so they moved it to the back of the line. 

Another common issue Osborne ran into was apathetic clients who had trouble visualizing the value that tax planning could actually create in their lives. 

“Looking at a 50-page tax return and paging through that, you don’t understand exactly what’s going on as a client,” Osborne explained.

Seeking a solution that could streamline their operations and improve client engagement, Osborne set out on a quest to find a tool that would revolutionize their approach. 

Enter: Holistiplan’s money-saving tax planning deliverables.

Leveling Up the Client Experience with Holistiplan

Holistiplan’s presentation aspect immediately stood out, making it easier for clients to visualize and comprehend the financial strategies being discussed. One of Osborne’s favorite tools is the tax report for prior years. Her team can easily upload last year’s tax return for a client and – in just moments – receive a detailed report of key data and tax planning opportunities. 

“We could start with where they were and the key data in those reports,” she said. “And then that led to the Scenario Reports where we could model several years forward.”

Osborne noted that Holistiplan is especially valuable when it comes to charitable giving, as she can visually explain to clients the potential strategies of doubling contributions for standard deductions in some years and then skipping off years to maximize their charitable impact. 

“It took our tax planning with our clients to a level that we hadn’t had before. And our clients were remembering and attributing that value to us as financial planners.”

Osborne’s story is just one example of the 20,000+ advisors using Holistiplan’s tax planning software to save their clients money. With simple deliverables at the push of a button, the Jones and Roth team is making more money-saving moments for their clients, contributing to the million (and counting) families benefiting from tax planning.

Make Moments That Transform Lives

Holistiplan’s software makes the complex simple with concise reporting and clean deliverables. Want to see it in action? Click here to connect with a member of the Holistiplan team and get started today.