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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
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

Available Add-Ons

Desktop

Powered by TaxWise

Available Add-Ons

Online

Powered by TaxWise

Available Add-Ons

Desktop

Powered by TaxWise

Available Add-Ons

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.

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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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