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.
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- (321) 344-1040
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.
Schedule a Demo
Tax Software Solutions
Online
- Unlimited Tax Returns
- Federal & State Individual (1040)
- Individual E-File
- Federal & State Business
- 1120, 1120s, 1065, 1041, 706, 709, 990, 5500 *
- Business E-File *
- Integrated Easy Interview
- CCH® AnswerConnect Prime Package
- Prior Year Software Included
- Refund Transfers/Bank Products
- E-Signature
- Vault
- Online Setup, Templates and Conversion
- English and Spanish Support
- Desktop Installation
- Via Desktop Software at no extra cost
Desktop
- Unlimited Tax Returns
- Federal & State Individual (1040)
- Individual E-File
- Federal & State Business
- 1120, 1120s, 1065, 1041, 706, 709, 990, 5500
- Business E-File
- Integrated Easy Interview
- CCH® AnswerConnect Prime Package
- Prior Year Software Included
- Refund Transfers/Bank Products
- Desktop Installation, Default Setup and Conversion
- English and Spanish Support
Online
- Unlimited Tax Returns
- Federal & State Individual (1040)
- Individual E-File
- Federal & State Business
- 1120, 1120s, 1065, 1041, 706, 709, 990, 5500 *
- Business E-File *
- Integrated Easy Interview
- CCH® AnswerConnect Prime Package
- Prior Year Software Included
- Refund Transfers/Bank Products
- E-Signature
- Vault
- Online Setup, Templates and Conversion
- English and Spanish Support
- Desktop Installation
- Via Desktop Software at no extra cost
Desktop
- Unlimited Tax Returns
- Federal & State Individual (1040)
- Individual E-File
- Federal & State Business
- 1120, 1120s, 1065, 1041, 706, 709, 990, 5500
- Business E-File
- Integrated Easy Interview
- CCH® AnswerConnect Prime Package
- Prior Year Software Included
- Refund Transfers/Bank Products
- Desktop Installation, Default Setup and Conversion
- English and Spanish Support
Schedule a Demo
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.
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!
