LLUXFinancial Clinic

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.

Get Tax Software — $1,500Compare all tax options

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

Get Tax Software

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.

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