Choosing Tax Software

Choosing professional tax preparation software will depend on what type of tax returns you will be preparing and what you can afford.  You can choose anything from a simple pay-per-return package, to a basic tax software package that will enable you to prepare simple returns, to a very advanced tax program that will allow you to prepare all types of tax returns with many bells and whistles. 

Here are 4 Low Cost Options for Professional Tax Preparation Software (based on 2009 tax season pricing):

  • Taxware Systems, Inc. - A tax preparer’s first year in the tax industry can be very unpredictable. Your business can escalate before your eyes. Your practice may do 10 returns or hundreds of returns.  Your practice needs easy to use software that will grow with your business without having to switch software or upgrade. That’s why Taxware Systems offers UNLIMITED individual tax, e-file, states, bank transmissions, toll-free technical support, depreciation/assets manager, and tax planning for only $200 for graduating students of The Income Tax School during your first year of practice. There are no bank processing fees and no additional charges of any kind-truly unlimited! That works out to $4 per return for 50 returns, $2.66 per return for 75 returns, $2 per return for 100 returns. Please call 1-800-877-1065 for more information on this special promotion.  Take the “unknown” out of your first year in business! Learn More Now
  • TaxWise Pay-Per-Return - For the tax professional who prepares only a few returns during the season. With TaxWise Pay-Per-Return, you gain access to the complete line of TaxWise Federal and State 1040, business and specialty forms as well as secure and efficient e-filing. And with Pay-Per-Return you will receive the same service and support that comes with every TaxWise package. Pricing starts at only $424. (Includes $100 annual license, plus tax preparation and e-filing of 18 tax returns. Cost per return comes to $18 for both federal and state.) Learn More Now
  • Proseries Basic Edition - Affordable and easy-to-use professional tax preparation software designed for entry-level preparers. And a perfect upgrade for TurboTax customers with multiple returns. With Basic Edition you get easy-to-use tax forms and schedules for individual clients, guided workflows and checklists to help you prepare returns professionally, built-in tax guidance and error-checking to help you prepare returns confidently. Includes (50) 1040 Returns and (50) Individual State Returns across 2 states. Pricing starts at only $349. (Cost per return comes to $6.98 for 50 federal and state returns.) Learn More Now
  • Fileyourtaxes.com New ERO - This company offers a product geared to tax preparers in their first year of business with a low startup cost and everything needed to start up a new tax office. Pricing starts at $149 and includes unit pricing for personal income tax filings, pay per return Form 1099 and Form W-2 filings, unit pricing for non-bank product returns, printing and e-filing. Pricing includes 50 units with additional units costing $13.50 for the first 1-9 returns, $12.00 for 10-24 returns, $10.75 for 25-49, and $8.25 for 50-99. Bank product processing fee is $5 per return. (Cost per return comes to $2.98 for the first 50 units.) Learn More Now