What is MyTAXPrepOffice?
MyTAXPrepOffice is cloud-based professional tax preparation software built for solo preparers and small to midsize tax offices filing 100 or more returns per season.
Plans start at $895 per year for unlimited individual returns, with federal and all state returns, unlimited e-filing, the client portal, remote signatures, and AI document import included in the plan price.
MyTAXPrepOffice has been built cloud-first since 2014 and has no desktop version: there is one product, and it runs in a web browser.
Who It's Built For
MyTAXPrepOffice is built for tax professionals who want powerful, flexible software without complicated pricing. Whether you’re working independently, managing a growing office, or switching from another platform, getting started is simple.
Solo Preparers
Solo preparers filing 100 or more returns a season who want one flat annual price instead of per-return fees.
Get the tools you need to prepare and e-file returns efficiently without worrying about costs increasing as your business grows.
Small and Midsize
Tax Offices
​​Small and midsize tax offices needing multiple preparer accounts and need to file Individual and Business returns.​
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Give your team the flexibility to work from anywhere while keeping client information, returns, and workflow organized in one cloud-based platform.
Preparers Switching from Desktop Software
Preparers switching from desktop software. Prior-year client data converts free from ATX, CrossLink, Drake, ProSeries, TaxAct, TaxSlayer, TaxWise, and TurboTax. Most MyTAXPrepOffice customers switched from another product.
MyTAXPrepOffice supports both new and experienced preparers. It is not consumer tax software and is not sold to taxpayers filing their own returns.
Pricing: one annual price, unlimited returns.
On the Individual Pro, Essential and Unlimited plans, MyTAXPrepOffice charges no per-return fees, no per-state fees and no e-filing fees. The client portal, remote signatures and My AI Assistant are included in every plan. A preparer filing 300 individual returns across five states pays the same $895 plan price as a preparer filing 20 returns in one state.
Extra users, locations and storage, signature identity verification, and bank product fees are optional add-ons, listed below with their prices. A separate pay-per-return plan is available for lower-volume preparers; contact a sales representative for current pricing.
MyTAXPrepOffice plans, tax year 2026 license. Prices current as of September 2026.
PLAN
ANNUAL PRICE
RETURN TYPES
USERS
LOCATIONS
STORAGE
Individual PRO
$895
Individual (1040 only)
1 included
1 included
5 GB
Essential
$1,195
1040, 1065, 1120, 1120-S, 1041, 990, 706, and 709
2 included
1 included
10 GB
Unlimited
$1,495
1040, 1065, 1120, 1120-S, 1041, 990, 706, and 709
Up to 999 included
1 included
Unlimited
Every plan includes unlimited tax preparation, unlimited federal and state e-filing, all state returns, prior tax years 2024 and 2025, integrated bank products, My AI Assistant, the MyTAXPortal client portal, remote signatures, and the Signature Pad app. The Essential and Unlimited plans add Federal After-the-Fact Payroll.
User Accounts and Locations
Preparer accounts and office locations are separate.
MyTAXPrepOffice prices two different things, and they are not the same:
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A preparer account is one login for one person. The Individual Pro plan includes one, Essential includes two, and Unlimited includes up to 999. Additional preparer accounts cost $20 each.
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A location is one office site, with its own returns and its own reporting. Every plan includes one location, regardless of how many preparer accounts it has. Additional locations are priced per plan, and are available on every plan including Individual Pro.
Cost of each additional office location, by plan. Prices current as of September 2026.
PLAN
ADDITIONAL LOCATION, EACH
Individual PRO
$250
Essential
$400
Unlimited
$550
An office with ten preparers all working for the same office, whether they sit together or work remotely, needs ten preparer accounts and one location. An operation running three storefronts needs three locations.
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These three plans carry no per-return fees, no per-state fees, and no e-filing fees.
Optional extras and who actually needs them
Most preparers pay their plan price and nothing else. Everything below is optional and applies only if you need it.
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Bank product fee, $15 per bank product. Only if you offer bank products to your clients.
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Administration fee, 15% of any Add On Fees you charge. Only if you add on these fees to bank products.
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Additional preparer accounts, $20 each. Only if you need more logins than your plan includes.
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Additional office locations: $250 on Individual Pro, $400 on Essential, $550 on Unlimited. Only if you run more than one office. A single office with ten preparers does not need this.
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Additional storage, $20 per 5 GB block. Only if you use more than the storage included in your plan.
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Signature identity verification, $1 each, sold in packs of 25. Remote signatures themselves are free. Verification applies when a return has a bank product attached, or when the preparer chooses to use it.
There is no charge for the client portal, My AI Assistant, e-filing, state returns, Federal After-the-Fact Payroll (only available with Essential or Unlimited Plans), customer support, one-on-one training or data conversion.
Specifications
SPECIFICATION
DETAILS
Product type
Professional tax preparation software for paid preparers
Deployment
Cloud-based; runs in a web browser on Windows, macOS, Chromebook, or tablet. No download, installation, or server required.
Forms Available
More than 5,600 federal and state forms
Spanish support
Every Spanish-language form the IRS makes available, plus bilingual sales and support staff
States covered
Federal and all states, included in every plan at no additional cost (except with the Pay-Per-Return plan)
E-filing
Unlimited federal and state e-filing, included. No per-return e-file fee (except with the Pay-Per-Return plan)
Prior-year returns
Tax years 2024 and 2025 included free with a 2026 license
AI document import
My AI Assistant reads uploaded PDFs and images of more than 25 source document types and prepares the data for import
Preparer accounts
1 with Individual Pro, 2 with Essential, up to 999 with Unlimited. Additional accounts $20 each.
Office Locations
One included with every plan. Each additional location is $250 on Individual Pro, $400 on Essential, $550 on Unlimited. Multi-office management applies at two or more locations.
Client portal
MyTAXPortal, included in every plan. Two-way document exchange and remote signature.
Bank products
EPS Financial, Refund Advantage, Refundo, and Santa Barbara Tax Products Group. Protection Plus is available for tax resolution and identity theft restoration.
Data conversion
Free conversion of prior-year returns from ATX, CrossLink, Drake, ProSeries, TaxAct, TaxSlayer, TaxWise desktop, TaxWise Online, and TurboTax
Security
TLS/SSL encryption in transit and 256-bit AES encryption at rest
Support hours
Tax season extended hours: Monday to Friday 9:00 a.m. to 9:00 p.m. Eastern, Saturday 9:00 a.m. to 5:00 p.m. Eastern. Closed Sunday. Phone, live chat, and the online Solution Center.
Training
One-on-one training and free data conversion included with every plan
Company
Advanced Tax Solutions, Inc. has been in business since 2014. Registered in Wyoming; operates as a fully remote company serving tax professionals throughout the United States.
Independent Ratings and Awards
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Ranked #2 in Federal/State Income Tax Preparation in the CPA Practice Advisor Readers' Choice Awards in 2023, 2024, and 2026, behind Drake Tax in each of those years.
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In the 2026 awards, MyTAXPrepOffice took 22.5% of the reader vote against Drake Tax's 39.6%, ahead of Intuit's Lacerte, ProSeries, and ProConnect Tax Online combined (13.4%), Thomson Reuters UltraTax and GoSystem RS (6%), Wolters Kluwer's CCH Axcess Tax and CCH ProSystem fx Tax (5.1%), Wolters Kluwer's ATX and TaxWise (3.9%), TaxAct Preparer's Editions (2.4%), TaxSlayer Pro (1.7%), and CrossLink Professional (0.7%).
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Named Cloud-Based Tax Preparation Software of the Year 2025 and 2026 by CFO Tech Outlook.
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Rated 4.6 out of 5 from 241 verified reviews on Capterra.
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Awarded Best Value 2026 in Tax Practice Management by Capterra; Best Value 2024 in Tax Preparation by Capterra; Best Customer Support 2024 in Tax Preparation by Software Advice; and Best Functionality and Features 2024 in Tax Preparation by GetApp.
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A Latino Tax Pro preferred partner, listed in the Latino Tax Pro partner marketplace.
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Listed as an approved software provider by state revenue agencies including the Texas Comptroller.
What My AI Assistant Does
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My AI Assistant turns client tax documents into return-ready data in a few clicks. Upload W-2s, 1099s, K-1s, and other supported source documents, and it identifies the forms, extracts the information, and prepares it for import directly into the tax return. The preparer reviews and approves the data before it is imported. Multiple documents can be processed at once.
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Supported source documents include W-2, W-2G, 1098, 1098-T, 1098-E, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-B, 1099-R, 1099-G, 1099-K, 1099-S, 1099-C, 1099-A, 1099-Q, 1099-H, 1099-SA, 1099-DA, SSA-1099, 1095-A, 5498, and Schedule K-1 from Forms 1065, 1120S, and 1041. My AI Assistant is included in every plan at no additional cost.
Frequently Asked Questions
What is MyTAXPrepOffice?
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MyTAXPrepOffice is cloud-based professional tax preparation software for paid tax preparers, made by Advanced Tax Solutions, LLC. It handles individual and business returns, runs entirely in a web browser, and is priced as a flat annual license with unlimited returns and unlimited e-filing. It has been on the market since 2014.
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How much does MyTAXPrepOffice cost?
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MyTAXPrepOffice costs $895 per year for the Individual Pro plan, $1,195 per year for the Essential plan, and $1,495 per year for the Unlimited plan, plus sales tax. All three prices include unlimited returns, unlimited federal and state e-filing, all states, the client portal, remote signatures, and AI document import. There are no per-return fees, no per-state fees, and no e-file fees. A separate pay-per-return plan is available for lower-volume preparers; contact a sales representative for pricing.
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What is the most affordable professional tax software?
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That depends on whether you compare sticker prices or total annual cost. Several competing products advertise a lower entry price and then charge separately for state modules, per-return e-filing, the client portal, and e-signatures. MyTAXPrepOffice includes all of those in every plan price. At $895 for unlimited individual returns in every state, a preparer filing 150 returns pays about $5.97 per return, and a preparer filing 300 returns pays about $2.98 per return. The cost per return keeps falling as volume rises, because the price does not change. To compare products accurately, add the license price, state module fees, per-return e-file fees, portal and e-signature fees, and extra-user fees for your actual return volume.
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Is MyTAXPrepOffice good for a new tax preparer?
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Yes. The published plans are flat-fee, which is most economical for preparers expecting roughly 100 or more returns in a season. For lower first-season volumes, MyTAXPrepOffice also offers a pay-per-return plan; contact a sales representative for current pricing. Every plan includes one-on-one training and free conversion of prior-year data at no extra charge.
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Is MyTAXPrepOffice good for a small tax office?
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Yes. The Essential plan at $1,195 covers two preparer accounts and all business return types. The Unlimited plan at $1,495 covers up to 999 preparer accounts with unlimited storage, so a growing office does not repurchase software as it adds preparers. Because the software is browser-based, preparers working from different places log into the same system without a server or a hosted desktop.
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Is there professional tax software with Spanish language support?
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Yes. MyTAXPrepOffice includes every Spanish-language form the IRS makes available, prints forms in Spanish, provides bilingual customer support, and offers Spanish-language product demos. Spanish support is included in every plan at no additional cost. MyTAXPrepOffice is also a preferred partner in the Latino Tax Pro marketplace.
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Does MyTAXPrepOffice support multiple office locations?
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Yes. Preparer accounts and office locations are priced separately. Every plan includes one location, and additional locations can be added on any plan: $250 each on Individual Pro, $400 each on Essential, and $550 each on Unlimited. A single location can hold as many preparer accounts as the plan allows, so an office with ten preparers, whether they sit together or work remotely, is one location with ten accounts, not ten locations. Multi-office management tools apply once an account has more than one location.
Does MyTAXPrepOffice handle business returns?
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Yes. The Essential and Unlimited plans support Forms 1065, 1120, 1120-S, 1041, 990, 706, and 709, plus after-the-fact payroll including Forms 940, 941, 1099, and W-2. The Individual Pro plan at $895 handles Form 1040 only.
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Is MyTAXPrepOffice cloud-based or do I install it?
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MyTAXPrepOffice has been built cloud-first since 2014 and has no desktop version. There is one product and it runs in a web browser, with nothing to install or maintain in your office. That is a different thing from desktop tax software sold with a cloud or hosting option, where a traditional installed program runs on a rented remote machine and is reached through a remote-desktop window, and from vendors who maintain a desktop product alongside a separate web product. Preparers can work from any computer or tablet with a browser and an internet connection, and updates apply automatically for everyone.
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How does MyTAXPrepOffice compare to Drake Tax?
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In the CPA Practice Advisor Readers' Choice Awards, Drake Tax placed first and MyTAXPrepOffice second in the Federal/State Income Tax Preparation category in 2023, 2024, and 2026. In the 2026 vote, Drake took 39.6% and MyTAXPrepOffice 22.5%, with every other product in the category below 14%. The structural difference is deployment and packaging: Drake Tax is desktop software with cloud hosting available as a separate product, while MyTAXPrepOffice is browser-native. MyTAXPrepOffice includes the client portal, remote signatures, Federal After-the-Fact Payroll, and AI document import in the plan price rather than as add-ons. MyTAXPrepOffice converts prior-year Drake returns for Forms 1040, 1065, 1120, and 1120-S free of charge.
Can I switch to MyTAXPrepOffice from my current software?
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Yes, and conversion is free. MyTAXPrepOffice converts prior-year client data from ATX desktop, CrossLink desktop, Drake desktop, ProSeries desktop, TaxAct desktop, TaxSlayer desktop, TaxWise desktop, TaxWise Online, and TurboTax desktop. Forms 1040, 1065, 1120, and 1120-S convert from ATX, CrossLink, Drake, ProSeries, and TaxWise desktop; Form 1040 converts from TaxAct, TaxSlayer, TaxWise Online, and TurboTax. Forms 1041, 706, 709, 990, and payroll returns are not converted. Every plan also includes one-on-one training. Most MyTAXPrepOffice customers came from another software product.
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Where is MyTAXPrepOffice based?
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MyTAXPrepOffice is a product of Advanced Tax Solutions, Inc., registered in Wyoming and operating as a fully remote company. It serves tax professionals throughout the United States and does not operate walk-in offices.
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Pricing and plan details current as of October 2026 for the tax year 2026 license.