FORMALITYTAX
💰 The ULTIMATE Fully Automated Service Bureau 💰
For EROs • Tax Professionals • Service Bureaus
🔥 Process unlimited returns with 95.8% automation • AI-powered processing • Manage 5,000+ clients effortlessly • Generate passive income • Enterprise-grade tools • Full IRS e-filing integration 🔥
Have an EFIN? You're an ERO!
If you're an EFIN holder (Electronic Filing Identification Number), you ARE an ERO (Electronic Return Originator)! This platform is built specifically for you.
See Every Ultimate Feature in Action
Take a guided tour through all 15 game-changing features of the most advanced tax practice management platform
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All 15 Ultimate Features Live & Running
See actual screenshots from our production platform - everything you see is real and working
Enterprise Dashboard
Real-time analytics and business intelligence
AI Document Intelligence
127h saved/month with 94% accuracy
Workflow Pipeline
Visual Kanban for 145 active returns
Client Management
Complete CRM for tax professionals
Practice Intelligence
$370K revenue tracked with forecasting
Payment Center
$370K YTD with automated billing
Integrations Hub
IRS Direct, Drake Tax, Plaid connected
Tax-Specific Tools
Multi-year planning & scenario modeling
Appointment Scheduler
23 meetings this week, 92% completion
Team Collaboration
12 team members, 4.8/5.0 satisfaction
Marketing Center
147 leads generated, 28% conversion
Advanced Reporting
Practice Health Score: 87/100
Compliance Manager
98/100 security score, IRS compliant
Mobile Features
Full platform access on-the-go
Want Your Ultimate Tax Practice On The Go?
Download the Formality Tax mobile app and experience these amazing ultimate features right from your smartphone or tablet.
Full CRM Access
Manage clients, view returns, and track progress anywhere
Real-Time Notifications
Stay updated on e-file status, client messages, and deadlines
Document Scanning
Use AI-powered OCR to scan W-2s, 1099s, and receipts on-the-go
Secure & Encrypted
Bank-level security with biometric authentication
⭐ Rated 4.9/5.0 from 2,500+ tax professionals
Formality Tax
Ultimate Tax Practice Mobile
🚀 Formality Tax + Ultimate Tax Platform 🚀
Maximize your tax savings while building your empire! Combine our professional-grade tax software with the ultimate fully automated platform.
✨ Bundle & Save Up to 40% + Get Tax Deductions for Your Software Investment ✨
Formality Tax Basic
+ Starter Platform
Regular: $394/month
Save $97/month!
Annual Cost: $3,564
Tax Deduction (37% bracket): -$1,319
Real Cost: $2,245/year
- Formality Tax Software: Professional tax prep, e-filing, 500 returns/year
- Starter Platform: AI Assistant, Client Management, Basic Analytics
- Bonus: Free setup + training + priority onboarding
Formality Tax Pro
+ Professional Platform
Regular: $894/month
Save $197/month!
Annual Cost: $8,364
Tax Deduction (37% bracket): -$3,095
Real Cost: $5,269/year
Plus 199-A deduction for pass-through income!
- Formality Tax Pro: Advanced tax prep, unlimited e-filing, 5,000+ returns/year
- Professional Platform: Advanced AI, Unlimited clients, Business Intelligence, Automation
- Bonus: Free migration + dedicated success manager + advanced training
- Extra: Priority support + API access + custom integrations
Formality Tax Enterprise
+ Ultimate Platform
Tailored enterprise pricing
Save 30-40%!
✅ Section 179 deduction eligible
✅ Bonus depreciation available
✅ R&D tax credit potential
Consult with your tax advisor for maximum savings
- Formality Tax Enterprise: Unlimited returns, white-label, multi-location
- Ultimate Platform: Custom AI, Enterprise management, Custom analytics, API access
- Bonus: Dedicated account team + custom development + 24/7 premium support
Why Bundle Formality Tax + Ultimate Platform?
Maximize Tax Deductions
Deduct 100% of your software costs as ordinary business expenses. Save thousands in taxes annually.
Unlock Bundle Savings
Save up to 40% compared to purchasing separately. Get premium features at startup prices.
Complete Automation
Seamless integration between tax software and platform. One login, one workflow, infinite possibilities.
💎 EMPIRE-BUILDING TOOLS 💎
🚀 Everything you need to dominate the tax industry and build a million-dollar practice! 🚀
Advanced Tax Processing
AI-powered tax preparation with 2025 tax law updates and automated calculations
⚡ Explore FeatureClient Management Hub
Complete CRM solution designed specifically for tax professionals
⚡ Explore FeatureBusiness Intelligence
Real-time analytics and performance insights for your tax practice
⚡ Explore FeatureAI Tax Expert
Meet your 24/7 AI tax assistant trained on current tax laws
⚡ Explore Feature🚀 Choose Your EMPIRE Level 🚀
💎 Start your tax empire today with our revolutionary pricing plans! 💎
STARTER EMPIRE
Perfect for ambitious tax professionals
Regular: $297/month
- 🚀 Up to 500 returns/year
- 🤖 AI Tax Assistant Access
- 👥 Client Management (500 clients)
- 📊 Basic Analytics Dashboard
- 📄 IRS e-filing Integration
- 💬 Email & Chat Support
- 📱 Mobile App Access
- 🔒 Bank-Grade Security
PROFESSIONAL EMPIRE
For serious tax empire builders
Regular: $697/month
- 🚀 Up to 5,000 returns/year
- 🤖 Advanced AI Tax Assistant
- 👥 Unlimited Client Management
- 📊 Advanced Business Intelligence
- ⚡ Workflow Automation
- 🔗 Advanced Integrations
- 📞 Priority Phone Support
- 🏢 Multi-location Support
ULTIMATE EMPIRE
For tax empire domination
Contact for enterprise pricing
- 🚀 Unlimited returns
- 🤖 Custom AI Development
- 👥 Enterprise Client Management
- 📊 Custom Analytics & Reports
- 🔧 Custom API Development
- 👨💼 Dedicated Account Manager
- 🏢 White-label Solutions
- ⚡ 24/7 Premium Support
See Exactly What's Included In Each Plan
All features are fully functional and ready to use. Choose the plan that matches your practice size.
| Feature / Tool | Starter $197/mo | Professional $497/mo | Ultimate Custom |
|---|---|---|---|
| 🎯 CORE FEATURES | |||
| Basic Tax Processing & E-filing | |||
| Client Management CRM | Up to 500 | Unlimited | Unlimited |
| Returns Per Year | Up to 500 | Up to 5,000 | Unlimited |
| ⚡ ULTIMATE FEATURES (Advanced Tools) | |||
Enterprise Dashboard & Analytics(View Demo) | Basic | ||
Multi-State Tax Automation(View Demo) | — | ||
Audit Defense System(View Demo) | — | ||
Client Communication Hub(View Demo) | — | ||
Automated Tax Research(View Demo) | — | ||
Tax Law Update Engine(View Demo) | — | ||
Intelligent Document Processing(View Demo) | — | ||
Client Acquisition Engine(View Demo) | — | ||
Real-Time IRS Refund Tracking(View Demo) | — | ||
Dynamic Pricing Calculator(View Demo) | — | ||
Proactive Tax Planning Dashboard(View Demo) | — | ||
| 🛟 SUPPORT & EXTRAS | |||
| Support Level | Email & Chat | Priority Phone | 24/7 Premium |
| Dedicated Account Manager | — | — | |
| Custom Development & White-label | — | — | |
All Features Included
No hidden fees or surprise add-ons. What you see is what you get.
Full Demo Access
Click any "(View Demo)" link above to explore features before purchasing.
Upgrade Anytime
Start with Starter and upgrade to Professional when you're ready to scale.
🚀 READY TO BUILD YOUR TAX EMPIRE? 🚀
💰 Join 15,247+ Tax Professionals Already Building Their Empires! 💰
🎁 Free Resources for Tax Professionals
Download instantly • Generate passive income • Build your empire
Big Beautiful Bill Guide
10 Things Tax Professionals MUST Know about the Big Beautiful Bill. Critical insights for 2025 tax season.
- ✅ Key tax law changes affecting preparers
- ✅ New deductions and credits for 2025
- ✅ IRS updates and deadlines
- ✅ Revenue opportunities for your practice
Automation Blueprint
The Ultimate Guide to Automating Your Tax Practice. Reclaim hundreds of hours while increasing accuracy.
- ✅ ROI calculations and case studies
- ✅ Technology stack recommendations
- ✅ Step-by-step implementation roadmap
- ✅ Scaling strategies for growth
Client Acquisition System
Acquire 100+ Clients in 90 Days. Proven strategies successful tax pros use to rapidly grow.
- ✅ 12 proven marketing channels
- ✅ Perfect pricing strategies
- ✅ Conversion optimization scripts
- ✅ Systems for scaling fast
🚀 Ready to Build Your Tax Empire?
Join thousands of tax professionals already using Formality Tax to automate their practice and generate passive income.