Tax Software · $1,500
Professional Tax Preparation Software — One Flat $1,500 License
Prepare and e-file federal and state individual returns for your clients, without per-return software fees eating into your margin.
Why flat
Know your software cost before the season starts
Software is usually a new tax office’s biggest startup cost, and the pricing models cut both ways: pay-per-return looks cheap in October and painful in April, while unlimited licenses cost more up front. Either way, you’re estimating before you know your volume.
Tax Software makes that number fixed: $1,500 once, for your business. Prepare federal and state individual returns and e-file through your own EFIN — what you charge per return is your call, and none of it goes back to per-return software fees.
Pair it with the Tax Launch Kit for the forms, SOPs and roadmap around it, or see Tax Business in a Box Complete to have the website and CRM set up for you too.
What’s included
What’s included
Prepare & e-file
- Federal individual (1040 family) return preparation
- State individual return preparation
- E-file through your own EFIN
Your license
- One flat $1,500 license for your business
- No per-return software fees
- No monthly software subscription
Who it’s for
- New preparers who have their templates and training and need the software itself
- Preparers tired of per-return fees cutting into every client
- Anyone who wants their biggest startup cost fixed before the season starts
- Credit professionals adding tax preparation as a second service
Who it’s not for
- Anyone looking for tax advice or answers on specific returns
- Anyone expecting software to replace a PTIN, EFIN or state registration
- Preparers who want the website and CRM built for them (see Complete)
How it works
From checkout to tax season
01
Check out
Pay $1,500 once. Add custom branding, the 60-post social pack or a strategy call if you want them.
02
Connect your credentials
Add your PTIN and EFIN so returns e-file under your firm’s numbers.
03
Prepare returns
Work federal and state individual returns with your own fee schedule and workflow.
04
E-file & deliver
Transmit through your EFIN and deliver completed returns to your clients.
Investment
Tax Software — $1,500
One-time · flat license for your business
Digital products are final sale. Refund policy
Questions, answered
Before you build
Clear answers to help you choose the right level of support.
Lux Financial Clinic provides business templates and training for tax professionals. We do not provide tax, legal, or accounting advice. Tax preparers are responsible for meeting IRS and state requirements.
You need a PTIN to prepare federal returns for pay and an EFIN to e-file. Our products do not replace either. Some states have their own registration, exam or education rules — check your state’s requirements on IRS.gov. Earnings are not guaranteed. Digital products are final sale — see our refund policy.