Taxation for Individuals

Research, tools and knowledge to manage your individual clients’ tax preparation and planning needs

For accounting firms and tax return preparers, use Thomson Reuters Checkpoint to comprehend individual taxation at the federal, state and local levels. For the ultimate in tax preparation efficiency, UltraTax CS streamlines your entire tax practice workflow—from initial client data collection to e-filing of tax returns. For clients with specialized needs, Thomson Reuters ONESOURCE Trust & Estate Administration lets you preserve lasting legacies through effective estate planning strategies. 

Taxation for Individuals Products:

Thomson Reuters Checkpoint

Blends cutting-edge technology, editorial insight, time-saving productivity tools, online learning & news updates with intelligent linking to related content and software. Thousands of tax and accounting professionals rely on it every day.

CS Professional Suite

Together or individually, these tax and accounting solutions can help you do anything from solving a single problem to transforming your entire firm - and anything in between. The scalability makes them a great fit for firms of any size.

Checkpoint Learning Webinars

Experts in their fields present the latest developments in tax, accounting, auditing, risk assessment, Yellow Book, and more, right to your desk -- all you need is a high-speed internet connection.

Checkpoint Learning Premier CPE Package

An easy-to-use, affordable solution that lets field practitioners conduct a rapid inventory of de-facto land rights and issue documentary evidence attesting to those rights. Offers robust document storage & includes version control.

Checkpoint Learning Courses

MicroMash and PASS Online comprise a library of more than 300 interactive online courses available exclusively on the Checkpoint Learning platform. Our curriculum combines the latest in computer technology with advanced coursework.

ONESOURCE Trust & Estate Administration

Our software modules work together as an integrated system or can be used independently as standalone products to meet your individual needs. Our preparation services will simplify & standardize your court accounting and tax preparation.

Checkpoint Learning

Provides CPE compliance tracking, learning management, curriculum development and much more. You can purchase and complete courses directly from Checkpoint Learning, either individually or as part of a subscription package.

Thomson Reuters Onvio

A new cloud-based tax and accounting solution that redefines the concept of integration with a centralized database and a flexible, modular approach.