Tallyfor TaxCalc

Name: Tallyfor TaxCalc
Price: 20 USD

Web · paid plans from $1.67/mo

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Freedom report

One barScore 5.1

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Tallyfor TaxCalc is ranked #17 of 28 in tax planning software on Freedom251. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $1.67/mo.

Tallyfor TaxCalc plans and pricing

All plans

Additional binders, 1,000 and above $20/yr Billed yearly Price per binder · added in packs of 5 tallyfor.com · 7 Oct 2026

Additional binders, 750–999 $24/yr Billed yearly Price per binder · added in packs of 5 tallyfor.com · 7 Oct 2026

Additional binders, 500–749 $28/yr Billed yearly Price per binder · added in packs of 5 tallyfor.com · 7 Oct 2026

Additional binders, 300–499 $32/yr Billed yearly Price per binder · added in packs of 5 tallyfor.com · 7 Oct 2026

Additional binders, 100–299 $36/yr Billed yearly Price per binder · added in packs of 5 tallyfor.com · 7 Oct 2026

Additional binders, 25–99 $40/yr Billed yearly Price per binder · added in packs of 5 tallyfor.com · 7 Oct 2026

Compared on tax planning software

Free plan: No
Scenario modeling: Yes
Multi-year projection: Yes
Capital gains modeling: Yes
Data import: Yes

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The record

Purpose: TaxCalc is Tallyfor’s tax planning module for modeling projections and estimated payments during the year; it does not prepare or file tax returns.
Tax calculations: It calculates federal Form 1040 line by line and state income tax for all 50 states and DC, including multi-state and part-year residency, for tax years through 2026.
Scenario planning: Users can compare scenarios side by side, including S-corp elections, Roth conversions, retirement contributions, and charitable timing.
Estimated payments: TaxCalc recommends federal and state quarterly estimated payments using safe-harbor logic, tracks payments, and flags catch-ups.
Reports: It provides Excel reports for tax plans, payment analysis, and state returns.
Client data: Inputs can come from schedule cards, uploaded documents such as prior-year 1040s and W-2s, extracted IRS transcripts, and K-1s synced from linked business binders.
Tax software: TaxCalc’s FAQ names CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax as tax software where returns are prepared and filed.
Integrations: Tallyfor’s integrations page says it connects QuickBooks Online and Xero and exports tax-ready files to CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax.
Security: Tallyfor’s terms say its information security program includes encryption of customer personal data at rest and in transit, periodic penetration testing, and access audit logs.
Data processing: Tallyfor says its subprocessors process data in the United States and are contractually limited to providing their services, without using customer data for their own purposes.
Pricing limits: The base plan includes 25 binders and the whole platform, charges per binder rather than per seat, and can be canceled at any time.
Free access: The product page offers a “Try free” link but does not state a trial duration.
Audience: The product page presents TaxCalc as tax planning software for CPA firms and describes planning advice delivered to clients.
Headquarters: 547 43rd Ave., San Francisco, CA 94121, United States
Price from: $1.67/mo

Where it ranks on Freedom251

Best Tax Planning Software in 2026#17 of 28

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Sources

tallyfor.com/taxcalc· checked 7 Oct 2026
tallyfor.com/integrations· checked 7 Oct 2026
tallyfor.com/legal/terms-of-service· checked 7 Oct 2026
tallyfor.com/legal/subprocessor-list· checked 7 Oct 2026
tallyfor.com/pricing· checked 7 Oct 2026