Freedom251 › Small Business Tax Software
Sigma Tax Pro
What Sigma Tax Pro is
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 suits
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 it does well
- 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, paid once.
- Some listed refund options use prepaid cards.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Sigma 1040-SR | Desktop or web; desktop required for Forms 1120 or 1065 | $495, paid once |
| Sigma 1040-TW | Desktop or web; desktop required for Forms 1120 or 1065 | $495, paid once |
| Sigma 1040-DR | — | $895, paid once |
As sigmataxpro.com lists them, read 8 Oct 2026. The maker's own page has the final word.
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.
Facts from Sigma Tax Pro's own pages
- 1040-SR tools
- 1040-SR includes return status and acknowledgment views, error solving, form-based input, automatic updates, and federal and state forms. · sigmataxpro.com, 8 Oct 2026
- 1040-TW tools
- 1040-TW includes hypothetical tax scenarios, diagnostics, instant calculations, and conversion software for most tax packages. · sigmataxpro.com, 8 Oct 2026
- Audience
- The 1040-SR is described as built for high-volume tax preparation businesses, including new EROs and growing tax offices. · sigmataxpro.com, 8 Oct 2026
- Bank products
- Available refund options listed include direct deposit, in-office check printing, and prepaid VISA/MasterCard options. · sigmataxpro.com, 8 Oct 2026
- Headquarters
- 955 NW 17th Ave #E, Delray Beach, FL 33445, United States · sigmataxpro.com, 28 Sept 2026
- Integrations
- Sigma Tax Pro says its products are powered by software developers including Drake and TaxWise, and it offers bank products through partners. · sigmataxpro.com, 8 Oct 2026
- Mobile app
- The 1040-SR mobile app lets taxpayers start or update returns, upload documents, check return status, send messages, and sign remotely. · sigmataxpro.com, 8 Oct 2026
- Mobile security
- The mobile app page says it uses multi-factor authentication for document uploads and communications. · sigmataxpro.com, 8 Oct 2026
- Notable limit
- The 1040-TW page says business returns such as Forms 1120 or 1065 require the desktop version. · sigmataxpro.com, 8 Oct 2026
- Purpose
- Sigma Tax Pro offers professional tax preparation software for tax preparers, accountants, and CPAs. · sigmataxpro.com, 8 Oct 2026
- Security
- The 1040-TW web version says it uses an IRS-compliant system, and the 1040-SR web version lists secure SSL login and permission-based administration. · sigmataxpro.com, 8 Oct 2026
- Software versions
- The 1040-TW and 1040-SR are offered in desktop and web-based versions. · sigmataxpro.com, 8 Oct 2026
- Support
- Sigma says each software client has a dedicated account manager for tax preparation and software support throughout tax season. · sigmataxpro.com, 8 Oct 2026
- Tax forms
- The company says its software covers Forms 1040, 1120, and 1065. · sigmataxpro.com, 8 Oct 2026
- Trial/demo
- The company provides desktop and web demos for its 1040-SR, 1040-TW, and 1040-DR products. · sigmataxpro.com, 8 Oct 2026
Where Sigma Tax Pro stands on Freedom251
- Small Business Tax Software#20 of 30