MyTAXPrepOffice is cloud-based tax preparation software for tax professionals, with annual plans covering federal and state returns and unlimited e-filing without per-return fees. My AI Assistant extracts details from uploaded W-2, 1099, and K-1 documents for review and import into returns. MyTAXPortal provides document exchange, client communication, custom organizers, activity tracking, and remote signatures. The Individual Pro plan is 895.00 USD per year for a Tax Year 2026 license, plus sales tax; it includes unlimited 1040 returns, one user, one location, and 5 GB storage. Essential Plan is 1195.00 USD per year and supports individual and business returns, including 1065, 1120, 1120S, 1041, 990, 706, and 709. Unlimited Plan is 1495.00 USD per year and allows up to 999 users with unlimited storage. A free trial is available, but there is no free plan. The service supports Android, iOS, Linux, macOS, web, and Windows. The vendor describes TLS/SSL encryption in transit, 256-bit AES encryption at rest, and backups across two data centers.
Who it is for
It suits tax professionals who need individual or business return preparation, e-filing, and client document exchange. Its plans range from a single-user option to one supporting up to 999 users.
What is good
- Unlimited e-filing without per-return fees
- AI extracts information from uploaded tax documents
- Client portal supports remote signatures and organizers
- Prior-year conversion is offered at no extra cost
- Plans include training and support
What to know first
- No free plan
- Listed plan prices exclude sales tax
- Individual Pro is limited to one user
Verdict
MyTAXPrepOffice combines return preparation, e-filing, document extraction, and client portal tools in a cloud application. Compare plan limits and costs, especially the user and storage allowances, before choosing a tier.
Get started with MyTAXPrepOffice
- Visit the MyTAXPrepOffice website and start the free trial.
- Select a Tax Year 2026 annual plan based on return types, users, location, and storage needs.
- Open the cloud application in a supported browser; Chrome and Edge are recommended.
- Upload tax documents for review and import with My AI Assistant.
- Set up MyTAXPortal for client document exchange, communication, organizers, activity tracking, and remote signatures.
Limits to know first
The lowest listed plan, Individual Pro, costs 895.00 USD per year for a Tax Year 2026 license, plus sales tax, and includes one user, one location, and 5 GB of storage. Clients pay a 15 USD transmission fee per funded bank product.
Questions about MyTAXPrepOffice
How much does MyTAXPrepOffice cost?
Individual Pro is 895.00 USD per year, Essential Plan is 1195.00 USD per year, and Unlimited Plan is 1495.00 USD per year, each plus sales tax for a Tax Year 2026 license.
Is there a free plan or trial?
There is no free plan. A free trial is available.
Which platforms are supported?
The listed platforms are Android, iOS, Linux, macOS, web, and Windows. The cloud application is designed for supported browsers, and smartphone browser access is described.
Does the software support business returns?
Yes. The Essential and Unlimited plans include individual and business returns, including forms 1065, 1120, 1120S, 1041, 990, 706, and 709.
Can it import prior-year tax data?
The company says it converts prior-year returns, client information, schedules, and forms from supported tax software at no extra cost.
What bank product partners are integrated?
The listed partners are Refund Advantage, Santa Barbara TPG, Refundo, and EPS. Clients pay a 15 USD transmission fee per funded bank product.
MyTAXPrepOffice plans and pricing
All plansCompared on small business tax software
- Free plan
- No
- Business entity support
- 1065, 1120, 1120S, 1041, 990, 706, 709
- Federal e-file
- Yes
- State e-file
- Yes
- Prior-year import
- Yes
