Business Details
42 Years
experience
Trusted Tax Analysis Software & Training Solutions
Taxanalysis has been the gold standard in tax return spreading and cash flow analysis since 1984. Our industry-leading software and training programs empower lenders and financial professionals to make accurate credit decisions through precise analysis of personal and business tax returns. With over 40 years of experience, we have trained more than 45,000 bankers and thousands of federal and state bank examiners, including representatives from the FDIC, OCC, and Federal Reserve.Our team of CPAs ensures all products maintain pinpoint accuracy, and our annual updates reflect the latest tax law changes. We pride ourselves on delivering unmatched customer service and tools that simplify complex financial analyses while maintaining strict adherence to regulatory standards.
Services
Taxanalysis Software
Business Taxanalysis Pro
Global Cash Flow Analysis
Online Training Courses
Annual Software Updates
Details
- Year established: 1984
Highlights and features
- We have over 40 years of experience in tax return cash flow analysis
- Our software is backed by a team of CPAs ensuring pinpoint accuracy
- We've trained over 45,000 bankers in cash flow analysis techniques
- Annual updates ensure compliance with all tax law changes
- Recognized by federal and state bank examiners as an industry standard
Services
Taxanalysis Software
Taxanalysis Software automates cash flow analysis for personal tax returns and financial statements. Using actual tax forms as input screens, it identifies critical financial information needed for accurate lending decisions. The software provides trend reports, cash flow statements, and ratio analysis while maintaining compliance with evolving tax regulations.
Business Taxanalysis Pro
Taxanalysis BTA Pro handles business tax returns (Forms 1065, 1120, 1120S, 990) and financial statements. It generates GAAP-equivalent reports, cash flow statements, and RMA peer comparisons. The software supports unlimited business entities and integrates with personal financial analysis for comprehensive evaluations.
Global Cash Flow Analysis
This feature combines cash flows from multiple business entities with individual owner returns. It enables lenders to assess complete financial pictures for complex ownership structures. The module works seamlessly with both personal and business tax analysis software without additional charges.
Online Training Courses
Taxanalysis Academy offers web-based training for tax return analysis. The interactive courses teach advanced cash flow techniques using real-world examples. Training includes one-on-one sessions, group instruction, and on-demand resources to develop proficiency in financial statement evaluation.
Annual Software Updates
All Taxanalysis products receive annual updates to reflect tax law changes. These updates ensure continued accuracy in cash flow analysis and regulatory compliance. The updates include modifications to tax forms, calculation methodologies, and reporting requirements based on current legislation.
Questions
What types of tax returns can your software analyze?
Our software handles personal tax returns (Forms 1040) and business returns including 1065, 1120, 1120S, and 990 with integrated financial statement analysis.
Do you offer training for new users?
Yes, we provide one-on-one screen-sharing sessions, group training, and self-paced online courses through Bukers Academy for all software users.
How do you keep your software current with tax laws?
We release annual updates that incorporate all relevant tax law changes, ensuring your analyses remain compliant with current regulations.
Can I analyze multiple business entities together?
Our Global Cash Flow module combines unlimited business and personal tax returns for comprehensive analysis of complex ownership structures.
What support options are available?
We offer free unlimited training sessions, technical support, and on-demand resources to help users maximize their software capabilities.
