The prices listed below are based on information found on the providers’ and/or reviewers’ websites in October 2019. They have not been independently reviewed or verified, and are provided only as a point of comparison for readers of the Annual Tax Software Survey.
Tax Preparation Software Prices
ATX
- Individual (ATX 1040 Package): $669; includes two concurrent user licenses, all federal 1040 forms, up to three individual 1040 states, 72 e-file returns, free software conversions, and knowledge base and blog access
- ATX pay per return: $529 ($229/user annual subscription, $300 nonrefundable deposit); includes individual returns, business returns, and payroll returns
- Entities:
- MAX Package: $1,579; includes three concurrent user licenses; all federal individual forms; all state individual forms; all business federal, state, and specialty forms; free unlimited e-file returns; payroll compliance reporting; sales and use tax forms; free software conversions; and the CCH U.S. Master Tax Guide
- Total Tax Office Package: $1,579; includes five concurrent user licenses; all federal individual forms; all state individual forms; all business federal, state, and specialty forms; free unlimited e-file returns; payroll compliance reporting; sales and use tax forms; PaperlessPLUS; free software conversions; the CCH U.S. Master Tax Guide; Practical Tax Expert Pro; CCH A-Line-D; practice aids and productivity tools; and online newsletters
- ATX Advantage Package: $3,949; includes six concurrent user licenses; all federal individual forms; all state individual forms; all business federal, state, and specialty forms; enhanced asset management capabilities; advanced tax calculations and compliance capabilities; free unlimited e-file returns; payroll compliance reporting; sales and use tax forms; PaperlessPLUS; product offers and discounts; free software conversions; CCH U.S. Master Tax Guide; Practical Tax Expert Pro; CCH A-Line-D; practice aids and productivity tools; and online newsletters
CCH Axcess Tax
- Individual: no pricing information available; contact Wolters Kluwer
- Entities: no pricing information available; contact Wolters Kluwer
CCH ProSystem fx
- Individual: no pricing information available; contact Wolters Kluwer
- Entities: no pricing information available; contact Wolters Kluwer
Drake Software
- Individual:
- Per-return: $330 for 15 returns, $22 for additional returns
- Unlimited returns: $1,595; early renewal discount available
- Entities:
- Per-return: $330 for 15 returns, $22 for additional returns
- Unlimited returns: $1,595; early renewal discount available
GoSystem Tax RS
- Individual: No pricing information available; contact Thomson Reuters
- Entities: No pricing information available; contact Thomson Reuters
Intuit ProSeries
- ProSeries Basic
- Basic 20: $429 per year, 1 state
- Basic 50: $749 per year, 2 states
- Basic Unlimited: $1,109, 4 states
- ProSeries Professional
- Pay-per-return license: $329 per-year access to all federal and state forms, $41 per return
- 1040 Complete: $1,899, unlimited 1040 returns for all states
Intuit ProConnect Tax Online
- Individual: Pricing per return; different pricing based on number of returns; most popular are $479.70 for 10 1040s and $2,035 for 30 individual 1040s and 10 business 1041s
- Business: Pricing per return; different pricing based on number of returns
Lacerte Tax
- Individual: Lacerte Unlimited and Lacerte 200: pricing based on customized solution.
- Pay-per-return license: $389, plus $76 per return (federal plus one state)
TaxACT
- Individual:
- 1040 Bundle: $675 for unlimited 1040 federal and state returns, unlimited e-file
- $745 for enterprise bundle, which allows for multiple users
- Entity:
- Complete bundle: $1,200 for unlimited individual and entity state and federal returns
- Complete enterprise bundle: $1,550 (allows for multiple users)
TaxSlayer Pro
- Classic version: $1,095
- Web (cloud-based) version: $1,395
TaxWise
- Pay-per-return: $586 (individual and entity returns; no indication of cost per return)
- ProFiling: $1,163 (individual returns only)
- Power: $2,656 (individual and entity returns)
Ultra Tax CS
- Contact Thomson Reuters for pricing for unlimited licenses and per return products
Tax Research Software
Bloomberg BNA
- Contact Bloomberg for pricing information
CCH:
- Contact Wolters Kluwer to obtain pricing information
Checkpoint
- Contact Thomson Reuters to obtain pricing information
Parker Tax Pro
- Parker Tax Pro Library: special sales price of $294, regular price $384
Tax Book
- WebLibrary add-on to Tax Slayer Pro: $89
- WebLibrary first user: $159; additional users: $79
- WebLibrary Plus first user: $279; additional users: $99