Tallyfor TaxCalc
The facts below are what the maker publishes about Tallyfor TaxCalc, checked and dated. Our editors have not written about it yet.
Plans and prices
From Tallyfor TaxCalc's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Additional binders, 1,000 and above | $20 a year | Price per binder · added in packs of 5 · Billed yearly |
| Additional binders, 750–999 | $24 a year | Price per binder · added in packs of 5 · Billed yearly |
| Additional binders, 500–749 | $28 a year | Price per binder · added in packs of 5 · Billed yearly |
| Additional binders, 300–499 | $32 a year | Price per binder · added in packs of 5 · Billed yearly |
| Additional binders, 100–299 | $36 a year | Price per binder · added in packs of 5 · Billed yearly |
| Additional binders, 25–99 | $40 a year | Price per binder · added in packs of 5 · Billed yearly |
| Base plan | $1,000 a year | 25 binders included · add binders in packs of 5 at $40.00 each · Billed yearly |
The facts
Each one read from Tallyfor TaxCalc's own pages, with the date it was checked.
What it does
- Audience
- The product page presents TaxCalc as tax planning software for CPA firms and describes planning advice delivered to clients.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- Estimated payments
- TaxCalc recommends federal and state quarterly estimated payments using safe-harbor logic, tracks payments, and flags catch-ups.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- Reports
- It provides Excel reports for tax plans, payment analysis, and state returns.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- Tax software
- TaxCalc’s FAQ names CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax as tax software where returns are prepared and filed.checked 7 Oct 2026
Money
- Free access
- The product page offers a “Try free” link but does not state a trial duration.checked 7 Oct 2026
- Scenario planning
- Users can compare scenarios side by side, including S-corp elections, Roth conversions, retirement contributions, and charitable timing.checked 7 Oct 2026
The company
- Headquarters
- 547 43rd Ave., San Francisco, CA 94121, United Stateschecked 28 Sep 2026
Alternatives to Tallyfor TaxCalc
- 1
Instead
Free planWeb7.4$30 one-time - 2
TaxCalc
LinuxmacOSWindows7.0 - 3
Taxottic
Free planAndroidiOSWeb6.7From $49 a year - 4
TaxMoov
Free planWeb6.6$29 one-time - 5
Catalyst Tax Insights
Free planWeb6.5From $49 a year - 6
Bloomberg Tax
WebAPIWindows6.3