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1 Abacus n Individual: $799.95 n Entities: starting at $799.95 Agile Tax n Individual: $1200 ($100/month) n Entities: $45 per return ATX n Individual: $639, includes 75 e-file returns, additional returns cost $5 per return n Entities: 1. MAX Package: $1459, includes unlimited filing for individual and business returns and U.S. tax master guide 2. Total Tax Office Package: $2,079, includes unlimited filing for individual and business returns, and expert tax research and learning 3. ATX Advantage Package: $3,399, includes unlimited filing for individual and business returns, expert tax research and learning, online newsletters, and personalized support and knowledge from their staff CCH Axcess Tax n Individual: $1,575 for unlimited federal returns and $550 for unlimited state returns n Entities: no pricing information available CCH ProSystem fx n Individual: $1,575 for unlimited federal returns and $550 for unlimited state returns n Entities: no pricing information available Drake Software n Individual: 1. Per Return: $300 for 15 returns, plus $20 for additional returns 2. Unlimited returns: $1195 n Entities: 1. Per Return: $300 for 15 returns, plus $20 for additional returns 2. Unlimited returns: $1,195 GoSystem Tax Rs n Pricing depends upon number of users and returns; contact them and they will set up pricing based on your individual needs Intuit ProSeries n Individual: 1. Per return: $279, plus $30 per federal return and $25 per state return 2. Unlimited returns: $1,798 for unlimited federal and state returns n Entities: $279, plus $49 per federal return and $29 per state return Intuit Tax Online n Individual: Pricing per return, different pricing based on number of returns; the most popular: $18.95 per return for 50–74 returns n Business: Pricing per return, different pricing based on number of returns; the most popular: $35.95 per return, 25–49 returns Intuit Tax Online Pricing Lacerte Tax n Individual: $345, plus $57 per individual return with an additional $33 for more than one state TOP CHOICES IN TAX SOFTWARE 2015 ANNUAL SURVEY OF NEW YORK STATE PRACTITIONERS BY SUSAN B. ANDERS AND CAROL M. FISCHER T he prices listed below are based on information found on the providers’ websites in June 2015. They have not been independently reviewed or verified, and are provided only as a point of comparison for readers of the annual tax software survey. TAX PREPARATION SOFTWARE PRICES

TOP CHOICES IN TAX SOFTWARE - NYSSCPA...TOP CHOICES IN TAX SOFTWARE 2015 ANNUAL SURVEY OF NEW YORK STATE PRACTITIONERS BY SUSAN B. ANDERS AND CAROL M. FISCHER The prices listed below

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Page 1: TOP CHOICES IN TAX SOFTWARE - NYSSCPA...TOP CHOICES IN TAX SOFTWARE 2015 ANNUAL SURVEY OF NEW YORK STATE PRACTITIONERS BY SUSAN B. ANDERS AND CAROL M. FISCHER The prices listed below

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Abacusn Individual: $799.95 n Entities: starting at $799.95

Agile Taxn Individual: $1200 ($100/month)n Entities: $45 per return

ATXn Individual: $639, includes 75 e-file returns, additionalreturns cost $5 per returnn Entities:

1. MAX Package: $1459, includes unlimited filing forindividual and business returns and U.S. tax masterguide2. Total Tax Office Package: $2,079, includes unlimitedfiling for individual and business returns, and expert taxresearch and learning3. ATX Advantage Package: $3,399, includes unlimitedfiling for individual and business returns, expert taxresearch and learning, online newsletters, and personalized support and knowledge from their staff

CCH Axcess Taxn Individual: $1,575 for unlimited federal returns and $550for unlimited state returnsn Entities: no pricing information available

CCH ProSystem fxn Individual: $1,575 for unlimited federal returns and $550for unlimited state returnsn Entities: no pricing information available

Drake Softwaren Individual:

1. Per Return: $300 for 15 returns, plus $20 for additional returns2. Unlimited returns: $1195

n Entities: 1. Per Return: $300 for 15 returns, plus $20 for additional returns2. Unlimited returns: $1,195

GoSystem Tax Rsn Pricing depends upon number of users and returns; contact them and they will set up pricing based on yourindividual needs

Intuit ProSeriesn Individual:

1. Per return: $279, plus $30 per federal return and$25 per state return2. Unlimited returns: $1,798 for unlimited federal andstate returns

n Entities: $279, plus $49 per federal return and $29 per state return

Intuit Tax Onlinen Individual: Pricing per return, different pricing based onnumber of returns; the most popular: $18.95 per return for50–74 returnsn Business: Pricing per return, different pricing based onnumber of returns; the most popular: $35.95 per return,25–49 returns

Intuit Tax Online Pricing

Lacerte Taxn Individual: $345, plus $57 per individual return with anadditional $33 for more than one state

TOP CHOICES IN TAX SOFTWARE2015 ANNUAL SURVEY OF NEW YORK STATE PRACTITIONERS

BY SUSAN B. ANDERS AND CAROL M. FISCHER

The prices listed below are based on information found on the providers’ websites in June 2015. They have not been independentlyreviewed or verified, and are provided only as a point of comparison for readers of the annual tax software survey.

TAX PREPARATION SOFTWARE PRICES

Page 2: TOP CHOICES IN TAX SOFTWARE - NYSSCPA...TOP CHOICES IN TAX SOFTWARE 2015 ANNUAL SURVEY OF NEW YORK STATE PRACTITIONERS BY SUSAN B. ANDERS AND CAROL M. FISCHER The prices listed below

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n Entities: $345, plus $76 per return with an additional$45 for more than one state

Lamson 1040 Nown Individual: $14.95 for 1040-EZ and $19.95 for 1040-An Entities: no pricing information

Orange Tax Suite Pron Unlimited Professional plan: $2,500 unlimited individualand entity returnsn Unlimited Individual Plan: $1,750 for unlimited individualreturns and $15 per each entity returnn Orange Express plan: $300 set up, $10 per individualreturn, $15 per entity returnn Standard per-return plan–Individual: $20 per return, bestfor users preparing 30 or less individual returns a yearn Standard per-return plan–Entity: $30 per return, best forusers preparing 30 or less entity returns a year

TaxACTn Individual: $129.99 for unlimited federal returns, $24.99per state return, $1,099 for unlimited state and federalreturnsn Entity: $199.99 for unlimited federal returns, $24.99 perstate return, $1,449 for unlimited state and federal returns

TaxSlayer Pron Classic version–$1095 for unlimited individual returnsn Premium version–$1,395 for unlimited individual returnsplus additional features

Taxware Systemsn Individual: Unlimited returns—normal price of $1,250n Entity: Unlimited returns—normal price of $1,650

TaxWisen Individual: $249 annual license fee, $300, plus $20 per returnn Entity: same fees as above except $35 per returninstead of $20

UltraTax CSn Contact them; pricing depends on a company’s individual needs

TAX RESEARCH SOFTWAREBloomberg BNAn Pricing depends on a company’s individual needs

CCHn Practical tax expert editorial content: $899n CCH Essentials: $469

Inuit ProLinen No information availableKleinrockn See CCH

LexisNexisn Contact them; pricing depends on a company’s individual needs

Parker Tax Pron Parker Tax Pro library: special sales price of $282, regular price $352

PPC Checkpoint n Contact them, pricing depends on a company’s individual needs

RIA Checkpointn Contact them, pricing depends on a company’s individual needs

Tax Analystsn Contact them, pricing depends on a company’s individual needs

Westlawn Must make an online account and then contact them for pricing based on a company’s individual needs