The best program for tax return preparation

Tax return preparation has evolved—from a manual process to being completely digital and cloud-based. Now, to prepare returns, you use an application. The problem is you don’t know which one to choose, or you’ve had issues with the ones you used before. Expert Tax is your solution.

Discover the new advantages that make Expert Tax stand out from other applications and the best app for tax preparation in Puerto Rico.

The best program for tax return preparation

Expert Tax has been dedicated to delivering a quality product and service for the past 28 years and, as part of our commitment to maintain high quality, our platform—fully cloud-based—will be offering additional benefits.

What are the advantages?

• New tech-support tools, as well as more staff dedicated to providing you with exceptional service.
• Access to and the ability to work on prior-year returns back to 2018.
• The tool formerly known as Teams will be included and available at no additional cost for all platform users. Its features include creating and preparing private returns and creating groups to assign returns. For more information, see: Due Dates and Private Returns: Optimize your Expert Tax experience.
• We are the only ones in the industry to comply with the SOC 2 Type 2 audit. To learn more, read our blog: Data Security: CEGsoft successfully completes the SOC 2 Type 2 audit.
• Technological improvements for a faster, better‑performing program.
• Availability of OCR, which lets you automatically transfer your client’s information. To learn what OCR is and how it works, visit: The benefit of OCR in Expert Tax.
• And much more…

If you’re interested in a deeper dive into the benefits of Expert Tax Cloud, see: The benefits of using Expert Tax Cloud.

New pricing model for changes and add‑ons

We are in a transition period, so in addition to the benefits mentioned above, we’re sharing some upcoming changes as part of our commitment to invest in and improve our products. Changes effective August 1, 2023:

• Expert Tax license prices will remain the same.
  • $375.00 annually per Payroll & Withholding module
  • $300.00 annually per Individual module
  • $500.00 annually per Corporation module
• E‑filings will have a fee of:
  • $4.99 per Payroll & Withholding return
  • $9.99 per Individual return
  • $29.99 per Corporation return
• Each module will include 10 free e‑filings per account. Available modules are Payroll & Withholding, Individual, and Corporation.
• New unlimited e‑filing packages for all users on your account for the tax year. Packages are billed separately from licenses. Each unlimited package is per account, not per user. Prices:
  • $1,000.00 for unlimited Payroll & Withholding returns
  • $2,500.00 for unlimited Individual returns
  • $3,000.00 for unlimited Corporation returns
• Unlimited package options apply to the payment plan. Cost:
  • $208.00 per month for Individual
  • $250.00 per month for Corporation
• The platform will include the Pass‑Through Entity return under the Corporation module. Industrial Incentives returns will be available in the Industrial Incentives Add‑On for an additional cost of $250.00.

These changes do not apply to licenses from previous years.

Payment options

If you choose the Pay‑Per‑File alternative, you’ll have a variety of payment options for your convenience. These are:

• Pay at checkout using the available payment methods.
• Share a link with your client so they can complete the payment on their own.
• Automatically pay accumulated filings at the end of the month.

We are committed to continuing to provide products and features that simplify processes. With top‑quality service and the best technological advances for tax preparation, Expert Tax is the right choice for your firm. Start today and try Expert Tax for free.