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
- (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
- E-Signature
- Vault
- Online Setup, Templates and Conversion
- English and Spanish Support
- Desktop Installation
- Via Desktop Software at no extra cost
Available Add-Ons
- Tax Help by Enrolled Agent
- Textellent
- TaxWise Mobile App
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
- Desktop Installation, Default Setup and Conversion
- English and Spanish Support
Available Add-Ons
- Tax Help by Enrolled Agent
- Textellent
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
- E-Signature
- Vault
- Online Setup, Templates and Conversion
- English and Spanish Support
- Desktop Installation
- Via Desktop Software at no extra cost
Available Add-Ons
- Tax Help by Enrolled Agent
- Textellent
- TaxWise Mobile App
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
- Desktop Installation, Default Setup and Conversion
- English and Spanish Support
Available Add-Ons
- Tax Help by Enrolled Agent
- Textellent
Schedule a Demo
Available Features
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.
Training
Basic
This training will help you with the principle rules of tax preparation. Distinguish the different types of filing status, incomes, deductions, expenses, etc.
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
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.
Our Partners
Testimonials
Pablo Solís, NJ
I’ve been a Tax United client since 2007. I started back then with just the fundamentals, and Mr. Palacios helped me gain the knowledge to grow my business. They are real pros at what they do. Their Spanish customer service is excellent and a necessity for my business during tax season!
Eneida Menendez, FL
Tax United has given me the necessary tools, support and tax training to better serve my clients. Very professional and best of all, no wait time for support. It is one of the best decision I have made for my business. I don’t see myself working with another provider!!
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!