Sigma Tax Pro provides professional tax preparation software for tax preparers, accountants, and CPAs. Its products cover individual Form 1040 returns and business Forms 1120 and 1065, with federal and state e-filing. The 1040-TW and 1040-SR are offered in desktop and web versions, but business returns on those products require the desktop version. 1040-TW includes hypothetical tax scenarios, diagnostics, instant calculations, and conversion software for most tax packages. 1040-SR includes return-status and acknowledgment views, error-solving tools, form-based input, automatic updates, and federal and state forms. A mobile app lets taxpayers start or update returns, upload documents, check status, message preparers, and sign remotely. The 1040-TW web version describes an IRS-compliant system; the 1040-SR web version lists secure SSL login and permission-based administration. The mobile app uses multi-factor authentication for uploads and communications. Sigma lists refund options including direct deposit, in-office check printing, and prepaid VISA or MasterCard options. Each software client receives a dedicated account manager for preparation and software support during tax season. Pricing starts at $495 one-time.
Who it is for
Sigma Tax Pro is for tax preparers, accountants, and CPAs. The 1040-SR is described for high-volume tax businesses, including new EROs and growing tax offices.
What is good
- Covers individual 1040 and business 1120 and 1065 forms.
- Federal and state e-filing are available.
- 1040-TW includes diagnostics and instant calculations.
- Mobile app supports document uploads, messages, and remote signatures.
- Clients receive a dedicated account manager during tax season.
What to know first
- No free plan.
- Forms 1120 and 1065 require the desktop version of 1040-TW or 1040-SR.
- 1040-DR is listed at $895.00 USD per once.
- Some listed refund options use prepaid cards.
Verdict
Sigma Tax Pro offers tools for individual and business tax preparation, with desktop and web options for 1040-TW and 1040-SR. Preparers handling Forms 1120 or 1065 should account for the desktop requirement when selecting either product.
Sigma Tax Pro plans and pricing
All plansCompared on small business tax software
- Free plan
- No
- Paid from
- 495 one-time
- Business entity support
- Forms 1120 and 1065; individual 1040 returns
- Federal e-file
- Yes
- State e-file
- Yes
