Tools
Planning tools
8 tools available to Harper & Lane CPAs. Select a client inside any tool to load their profile.
Open a client
Tax
Tax Planning Workbench
Open →
Read a return, list strategies in use, model additional savings.
Reasonable Comp & Qualified Plans
Open →
S-corp salary vs. distributions and qualified plan capacity.
Real Estate
Real Estate Tax Benefit
Open →
Depreciation, cost segregation, and after-tax return by investor role.
Rent or Buy?
Open →
Residential and commercial ownership versus leasing.
Keep the Loan or Pay It Off?
Open →
After-tax cost of debt against expected return on capital.
Estate
Federal & State Estate Tax
Open →
Exposure under current law, sunset scenarios, and state rules.
Business
Business Valuation
Open →
Normalized earnings, multiples, and sale proceeds.
Reports
Client Snapshot Report
Open →
Branded summary of the client’s position, ready to print.