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Tax software solutions
for professionals.

Enhance your tax preparation workflow with our advanced tax software solutions designed for professionals. Our comprehensive software streamlines the entire e-filing and fee collection process, from start to finish. Discover the power of our tax software and take your tax preparation business to new heights.

Tax software solutions
for professionals.

Streamline your E-filing and fee collection process from start to finish and offer popular refund options to simplify your workflow.

Tax Software Solutions

Online

Powered by TaxWise

Desktop

Powered by TaxWise

Online

Powered by TaxWise

Desktop

Powered by TaxWise

Available Add-Ons

Included with Online

Vault

Securely save client's documents within their tax records and access them anytime.

Included with Online

E-Signature

Streamline your tax prep by signing documents electronically and automatically saving them into Vault. No additional steps required.

Extra

Textellent

Automate any type of communications with your clients via text. Even text them directly from their tax return while doing their taxes.

Extra

Mobile

Convenience for you and your clients. They can initiate their tax filing, send you all their documents and you, as their tax advisor can complete their filing to the IRS.

Extra

Tax Help

When you have tax questions, you can count on our Enrolled Agent to help you solve them.

Extra

EFIN - PTIN

Need help navigating the application process for an EFIN or PTIN? We can help you step by step

Extra

W/2-1099 Software

If you want to issue and e-file W2s or 1099s for your clients, we have the right software for you. Easy setup and easy to use.

Extra

WISP

Our IT experts can customize and create a Written Information Security Plan to meet the IRS requirements for your office.

Training

1040
Comprehensive

This training will help you with the principle rules of tax preparation. Distinguish the different types of filing status, incomes, deductions, expenses, etc.

1040
Intermediate

More advance scenarios of individual tax preparation like depreciation of assets, rental properties, business expenses, etc.

Business
Returns

This is an initiation course for those preparers that want to get started into filing 1120s and 1065. We will cover the basic principles, transfer K-1 information from business return to 1040, etc.

AFSP Seminar
New Jersey

The Annual Filing Season Program is a voluntary program designed to encourage tax return preparers to participate in continuing education. During this course, we will cover 18 hours of continuing education and prepare you for the exam to earn your certificate.

AFSP Seminar
Orlando

The Annual Filing Season Program is a voluntary program designed to encourage tax return preparers to participate in continuing education. During this course, we will cover 18 hours of continuing education and prepare you for the exam to earn your certificate.

Transform Your Business with

Bank Products

Tax Preparation Innovation

Our banking products redefine how you operate, enabling the deduction of your fees directly from your clients’ refunds. This eliminates the need for upfront payments, leading to more efficient and client-focused financial management.

How it Works

Once the IRS approves your client’s refund, it transfers the amount to the selected tax bank. Your fees are automatically deducted, providing clients with flexible refund receipt options.

Key Benefits

For Your Clients

Simplifies service payment without the need for immediate funds and offers access to cash advances.

For Your Business

No initial fees, multiple disbursement options, and loans to enhance your liquidity.

No Additional Costs

Offering these products through our partnerships incurs no direct cost to you. It benefits both tax preparers and taxpayers, enhancing the tax preparation experience.

Conclusion

Adopting banking products elevates your service, setting you apart as an innovative tax preparer and improving client satisfaction. It’s time to transform your business!

About Us

Domingo Palacios, EA

As an Enrolled Agent and seasoned tax industry professional, our CEO and Founder brings over two decades of tax industry expertise to Tax United Inc. With a background in Computer and Systems Engineering, he started his tax journey in 2001, working for a prominent tax preparation company in Los Angeles. In 2007 founded Tax United Inc. in Orlando, Florida, with a mission to provide comprehensive services, support professional growth, and deliver exceptional tax education and software support. Today, Tax United Inc. serves clients nationwide, offering tailored solutions and top-notch customer service. Join our community and experience the expertise, dedication, and personalized support that sets us apart in the tax industry.

Alberto Lara, MBA

Alberto, a tax industry expert, joined Tax United in 2020 as Director of Sales and Operations. With 16 years of experience at TaxWise, he helped numerous clients nationwide enter the tax industry and expand their operations. Alberto’s immediate impact and deep understanding of the industry make him an invaluable asset. Partner with Alberto and the Tax United team to unlock new possibilities for your business. Benefit from our comprehensive solutions and industry-leading support as you strive for success. With Alberto’s guidance, you can maximize your potential and achieve your growth goals. Trust Tax United for exceptional service and expertise in the tax industry.

Our Partners

Testimonials

Contact Us

If you want to try our software or have other questions send us a message.

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Please feel free to contact us with questions or comments. As always we would be happy to provide your business with a demo to show you why OUR SERVICE IS BETTER!

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