Pricing
Choose Your Plan
Our free conversion and 1-on-1 training make it easy to get started today.
Individual Pro
$595
TAX YEAR 2023 LICENSE
Unlimited Tax Preparation
Free Unlimited E-filing
Federal and All States Included
Prior Tax Years 2020, 2021, & 2022
Integrated Bank Products
Client Portal
Free Remote Signatures*
Signature Pad App
INDIVIDUAL RETURNS ONLY
Individual (1040)
Multi-Office Management
Single User Account
5 GB of Storage
Essential Plan
$895
TAX YEAR 2023 LICENSE
Unlimited Tax Preparation
Free Unlimited E-filing
Federal and All States Included
Prior Tax Years 2020, 2021, & 2022
Integrated Bank Products
Client Portal
Free Remote Signatures*
Signature Pad App
INDIVIDUAL AND BUSINESS
Business & Specialty Modules
1065, 1120, 1120S, 1041, 990, 706 & 709
After-the-Fact Payroll
Multi-Office Management
Two User Accounts
10 GB Storage
Unlimited Plan
$1,195
TAX YEAR 2023 LICENSE
Unlimited Tax Preparation
Free Unlimited E-filing
Federal and All States Included
Prior Tax Years 2020, 2021, & 2022
Integrated Bank Products
Client Portal
Free Remote Signatures*
Signature Pad App
INDIVIDUAL AND BUSINESS
Business & Specialty Modules
1065, 1120, 1120S, 1041, 990, 706 & 709
After-the-Fact Payroll
Multi-Office Management
Unlimited User Accounts
Unlimited Storage
*Signatures requiring ID verification cost $1. Remote signature ID verifications can be purchased in packs of 25.
Software Purchase Assistance Program
Need financial assistance to purchase MyTAXPrepOffice?
Software Purchase Assistance (SPA) is a loan available to tax professionals who offer bank products for the purchase or renewal of a MyTAXPrepOffice plan. The loan is repaid from the tax preparation fees that the bank will withhold from IRS or State funded Refund Transfers (RTs).
A no-hassle, interest-free SPA loan through Refundo or Santa Barbara TPG is as easy as 1-2-3!
Fill out the SPA Application and Agreement and submit forms to MyTAXPrepOffice.
Process and e-file your Refund Transfers (RTs) through Refundo or Santa Barbara TPG.*
Your loan is conveniently repaid from the tax preparation fees the bank withholds from the RTs.
HOW TO APPLY
Purchase software today with a $0 cost/0% interest software loan from Refundo or Santa Barbara TPG.
After filling in all required information and signing the required form(s), please send the completed form(s) to sales@mytaxprepoffice.com.
