Sigma Tax Pro
Sigma Tax Pro provides professional tax preparation software for tax preparers, accountants, and CPAs.
What Sigma Tax Pro is
Sigma Tax Pro provides professional tax preparation software for tax preparers, accountants, and CPAs. Its products support individual Form 1040 returns and business Forms 1120 and 1065, with federal and state e-filing. Sigma 1040-SR and 1040-TW are available in desktop and web versions, although business returns require desktop editions. The 1040-TW includes hypothetical tax scenarios, diagnostics, instant calculations, and conversion software for most tax packages. The 1040-SR offers return status and acknowledgment views, error solving, form-based input, automatic updates, and federal and state forms. Its mobile app lets taxpayers start or update returns, upload documents, check status, message preparers, and sign remotely. Security listings include an IRS-compliant 1040-TW system, SSL login and permission-based administration for 1040-SR, and multi-factor authentication in the mobile app.
Good
- Supports Forms 1040, 1120, and 1065
- Federal and state e-filing
- Desktop and web versions offered
- Mobile taxpayer return and messaging tools
- Dedicated account manager for each client
Watch out
- No free plan
- Business returns require desktop versions
- Starting price is $495, paid once
Who it suits
It suits tax preparers, accountants, CPAs, new EROs, and growing or high-volume tax offices. Desktop versions are needed for Forms 1120 and 1065.
Verdict
Sigma Tax Pro combines professional preparation tools, e-filing, taxpayer mobile access, and account support. Its desktop requirement for business returns is important when selecting a version.
Plans and prices
From Sigma Tax Pro's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Sigma 1040-SR | $495, paid once | Desktop or web; desktop required for Forms 1120 or 1065 |
| Sigma 1040-TW | $495, paid once | Desktop or web; desktop required for Forms 1120 or 1065 |
| Sigma 1040-DR | $895, paid once | — |
The facts
Each one read from Sigma Tax Pro's own pages, with the date it was checked.
What it does
- 1040-SR tools
- 1040-SR includes return status and acknowledgment views, error solving, form-based input, automatic updates, and federal and state forms.checked 8 Oct 2026
- 1040-TW tools
- 1040-TW includes hypothetical tax scenarios, diagnostics, instant calculations, and conversion software for most tax packages.checked 8 Oct 2026
- Audience
- The 1040-SR is described as built for high-volume tax preparation businesses, including new EROs and growing tax offices.checked 8 Oct 2026
- Bank products
- Available refund options listed include direct deposit, in-office check printing, and prepaid VISA/MasterCard options.checked 8 Oct 2026
- Integrations
- Sigma Tax Pro says its products are powered by software developers including Drake and TaxWise, and it offers bank products through partners.checked 8 Oct 2026
- Mobile security
- The mobile app page says it uses multi-factor authentication for document uploads and communications.checked 8 Oct 2026
- Notable limit
- The 1040-TW page says business returns such as Forms 1120 or 1065 require the desktop version.checked 8 Oct 2026
- Purpose
- Sigma Tax Pro offers professional tax preparation software for tax preparers, accountants, and CPAs.checked 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.checked 8 Oct 2026
- Software versions
- The 1040-TW and 1040-SR are offered in desktop and web-based versions.checked 8 Oct 2026
- Support
- Sigma says each software client has a dedicated account manager for tax preparation and software support throughout tax season.checked 8 Oct 2026
- Tax forms
- The company says its software covers Forms 1040, 1120, and 1065.checked 8 Oct 2026
The company
- Headquarters
- 955 NW 17th Ave #E, Delray Beach, FL 33445, United Stateschecked 28 Sep 2026
Where it runs
- Mobile app
- The 1040-SR mobile app lets taxpayers start or update returns, upload documents, check return status, send messages, and sign remotely.checked 8 Oct 2026
Money
- Trial/demo
- The company provides desktop and web demos for its 1040-SR, 1040-TW, and 1040-DR products.checked 8 Oct 2026
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