Holistiplan
Information Technology And Services, College Station Tx Us, College Station, Texas, 77845, United States, 11-50 Employees
Who is HOLISTIPLAN
Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP professionals, Holistiplan drastically reduces the tim...
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Headquarters: College Station Tx 77845 Us, College Station, Texas, 77845, United States
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Date Founded: 2019
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Employees: 11-50
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Information Technology and Services
SIC Code: 7372
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NAICS Code: 513210 |
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Frequently Asked Questions Regarding Holistiplan
Answer: Holistiplan's headquarters are located at College Station Tx Us, College Station, Texas, 77845, United States
Answer: Holistiplan's phone number is TRUE
Answer: Holistiplan's official website is https://holistiplan.com
Answer: Holistiplan's revenue is $5 Million to $10 Million
Answer: Holistiplan's SIC: 7372
Answer: Holistiplan's NAICS: 513210
Answer: Holistiplan has 11-50 employees
Answer: Holistiplan is in Information Technology and Services
Answer: Holistiplan contact info: Phone number: TRUE Website: https://holistiplan.com
Answer: Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients. An adviser uploads clients tax returns to generate white-labeled, client-ready tax planning reports within seconds, with no data entry. The tax return data also pre-populates a tax projection tool for more detailed tax planning. Holistiplan is removing barriers for advisers to provide robust tax planning services to their clients.
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