MyTAXPrepOffice
- Android app
- Yes
- Free plan
- Trial only
- Paid plans from
- $74.58/mo
- Runs on
- Android, iOS, Linux, Mac, Web, Windows

Summary
MyTAXPrepOffice is cloud-based tax preparation software for tax professionals. Annual plans include unlimited tax preparation for federal and all state returns, with unlimited e-filing and no per-return fees. The Individual Pro plan costs $895/yr for a Tax Year 2026 license, plus sales tax, and includes unlimited 1040 returns, one user, one location, and 5 GB of storage. The Essential Plan costs $1,195/yr and adds individual and business return support; the Unlimited Plan costs $1,495/yr and supports up to 999 users with unlimited storage. My AI Assistant extracts information from uploaded W-2s, 1099s, and K-1s for review and import into returns. MyTAXPortal handles document exchange, client communication, custom organizers, activity tracking, and remote signatures. The vendor describes encryption in transit and at rest, backups across two data centers, and 24/7 security monitoring. Plans include support and training, and the company says it converts data from supported tax software at no extra cost. The cloud app is designed for supported browsers, with Chrome and Edge recommended; mobile access is through a smartphone browser.
Who it is for
MyTAXPrepOffice is for tax professionals preparing federal and state returns, including individual and business filings. It may suit practices needing client document exchange, remote signatures, and prior-year data conversion.
What is good
- Annual plans include unlimited e-filing.
- AI assistant extracts information from tax documents.
- Client portal supports remote signatures.
- Plans include support and training.
- Prior-year conversion from supported software is at no extra cost.
What to know first
- No free plan is available.
- Individual Pro is $895/yr, plus sales tax.
- Mobile access is through a smartphone browser.
- Chrome and Edge are recommended.
Verdict
MyTAXPrepOffice combines return preparation, e-filing, document extraction, and client-portal tools in a cloud application. The listed plans are paid annually, with different user, storage, and return-type provisions.
MyTAXPrepOffice plans and pricing
All plansCompared on small business tax software
- Free plan
- Nomytaxprepoffice.com
- Business entity support
- 1065, 1120, 1120S, 1041, 990, 706, 709mytaxprepoffice.com
- Federal e-file
- Yesmytaxprepoffice.com
- State e-file
- Yesmytaxprepoffice.com
- Prior-year import
- Yesmytaxprepoffice.com
Facts
- Product
- MyTAXPrepOffice is cloud-based professional tax preparation software for tax professionals.mytaxprepoffice.com · 2 Oct 2026
- Returns and e-filing
- Annual plans include unlimited tax preparation, federal and all states, and unlimited e-filing without per-return fees.mytaxprepoffice.com · 2 Oct 2026
- AI data entry
- My AI Assistant extracts information from uploaded tax documents such as W-2s, 1099s, and K-1s for review and import into returns.mytaxprepoffice.com · 2 Oct 2026
- Client portal
- MyTAXPortal supports document exchange, client communication, custom organizers, activity tracking, and remote signatures.mytaxprepoffice.com · 2 Oct 2026
- Bank integrations
- Integrated bank product partners are Refund Advantage, Santa Barbara TPG, Refundo, and EPS.mytaxprepoffice.com · 2 Oct 2026
- Bank product fee
- The vendor states that clients pay a $15 transmission fee per funded bank product.mytaxprepoffice.com · 2 Oct 2026
- Data security
- The vendor states that data is encrypted in transit with TLS/SSL and at rest with 256-bit AES encryption, with backups across two data centers.mytaxprepoffice.com · 2 Oct 2026
- Security monitoring
- The vendor says a dedicated security management team monitors the service 24/7 and applies available security patches.mytaxprepoffice.com · 2 Oct 2026
- Support and training
- The company offers support through its Solution Center and phone, alongside training webinars, videos, remote access, and one-on-one training included with plans.mytaxprepoffice.com · 2 Oct 2026
- Conversion
- The company says it converts prior-year returns, client information, schedules, and forms from supported tax software at no extra cost.mytaxprepoffice.com · 2 Oct 2026
- Platform requirements
- The cloud application is designed for supported browsers and is tested on Windows 11, Ubuntu, and Mac OS X; Chrome and Edge are recommended.mytaxprepoffice.com · 2 Oct 2026
- Mobile access
- The vendor describes MyTAXPortal as mobile-friendly and its system requirements page discusses logging in through a smartphone browser.mytaxprepoffice.com · 2 Oct 2026
- Company
- Advanced Tax Solutions LLC says it was founded in Rome, Georgia, in 2014, is registered in Wyoming, and operates fully remotely.mytaxprepoffice.com · 2 Oct 2026
Company
- Founded
- 2014mytaxprepoffice.com · 28 Sept 2026
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Sources
- mytaxprepoffice.com· checked 2 Oct 2026
- mytaxprepoffice.com/pricing· checked 2 Oct 2026
- mytaxprepoffice.com/my-ai-assistant· checked 2 Oct 2026
- mytaxprepoffice.com/mytaxportal· checked 2 Oct 2026
- mytaxprepoffice.com/integrated-bank-products· checked 2 Oct 2026
- mytaxprepoffice.com/data-security· checked 2 Oct 2026
- mytaxprepoffice.com/system-requirements· checked 2 Oct 2026
- mytaxprepoffice.com/about-us· checked 2 Oct 2026

