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MyTAXPrepOffice

4.8

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From the business

Power your professional tax preparation business with functionality, accuracy, and ease, all for an affordable price. With no networking or downloads, our cloud-based technology allows you to prepare returns anywhere, at any time, on any device. Enjoy a flexible and cost-effective solution for your business. Spending money on unnecessary hardware is over. Working from anywhere means no longer having to invest in utilities, IT staff, or office space to grow your business.

Looking for Lower Fees? You've come to the right place!

• $15 Bank Product Fee
• $1 Remote Signature ID Verification
• 15% Administration Fee for Add on Fees
• NO OTHER FEES!

Powerful productivity tools included with our plans:

· Unlimited tax preparation
· Free unlimited e-filing
· Federal and all states
· Integrated bank products
· Client portal with a personalized link
· Remote signatures
· Individual and business returns
· 1065, 1120, 1...


mytaxprepoffice.com
Cheyenne, WY, United States
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MyTAXPrepOffice Reviews Summary

My Tax Prep Office enjoys a strong reputation for its customer service and user-friendly software, with many clients praising the staff's patience, attentiveness, and bilingual support. Customers appreciate the detailed explanations provided during training sessions and the overall value of the software compared to competitors. However, some concerns were raised regarding communication about IRS payment statuses and the need for more proactive updates. Overall, the sentiment reflects high customer satisfaction, with a commitment to continuous improvement and responsiveness to user feedback.

This summary is generated by AI, based on text from customer reviews

service
139
value
134
shipping
52
returns
54
quality
126
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Florida
1 review
0 helpful votes
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The program lets you choose between "interview" or "form-based" preparation.

Either option works fine and the product is accurate. Their help function is very helpful for the odd situation where you want information or to check your understanding of the tax law.

Date of experience: December 20, 2023
Maryland
1 review
0 helpful votes
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Great, relatively easy
December 8, 2023

I have used a few products and many were too complex. MyTaxPrep provides backgroud on each line item to ensure proper recording. The final check also catches mismatches in the lines that relate. Invoices for clients are not great and they close when filed, so payment cannot be recorded. Also doesn't do electronic connections well so my clients decide not to use it.

Date of experience: December 7, 2023
New Jersey
1 review
5 helpful votes
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This Tax Software Continues to Improve...
December 5, 2023
Updated review

I have been using the MyPrepOffice for 5+ years now and I have seen continued overall improvement in the accuracy and linking of the software year after year. My practice continues to expand and I will be testing the software with more complex tax filings in the future. With the continued improvements I have experienced over the past 5 years, I expect the software will be able to meet or exceed my expectations.

The Help Desk is as good as it can get as the representatives are always helpful and great to work with.
As with any tax software, never rely on the software for complex issues without verifying the accuracy. Always double check the accuracy of the data being calculated in the software, esp. Multi state tax filings. Federal and State taxation is vast and always changing and I have found that no software is 100% accurate. If such inaccuracies exist (which on occasion they have within this tax software), the help desk will usually be able to promptly resolve them.
Lastly, I believe the pricing for this web based tax software is very competitive.
In summary, I can recommend MyTaxPrepOffice Software for tax returns that are low to medium in complexity. I honestly cannot comment on the more complex tax returns as I have not prepared such tax returns in this tax software to date.

Date of experience: December 4, 2023

This will be my second year using MyTAXPrepOffice for my part time (moonlighting) tax practice. I I basically ran it parallel with another well known tax software system in the first year for piece of mind. Although the first year was a learning curve, I was able to get up to speed and process and e-file a decent amount of 1040's. The on-line chat support is very helpful -other than a couple of times, the on-line chart support was quick to respond. As a result, they were a big help. I did find some oversights with the multi-state tax returns (resident and non-resident), as I had to calculate and override some data fields in the state tax returns (if I recall, the credit for taxes paid in another state did not flow into the resident tax return). It would be great if MyTAXPrepOffice can fix and improve. In addition, when I converted tax returns over from my prior tax software, not all the data fields transferred over. Again, it would be great if they can improve on the conversion process to include all the data fields. I do want to start using MyTAXPrepOffice for 1065's, 1041's and 990's this busy season. I do believe the system has alot of automated bells and whistles that I am not utilizing. I plan on continuing to use MyTAXPrepOffice going forward with cautious. As with any tax software, double check your input to make sure it was properly recorded in the tax returns and the supporting schedules for accuracy and completeness. I believe they will continue to improve their platform. In my experiences, no tax software is 100% perfect. At this point, I can say the software is very good for straightforward tax returns. I haven't tested for the more complex tax returns yet. Lastly, I think the price is very competitive for what you get.

Date of experience: January 21, 2020
Florida
1 review
0 helpful votes
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I have used My Tax Prep Office since 2014. They have always provided great software program and great pricing. If I had a question or problem they were quick to resolve or answer my question. I will continue using this software

Date of experience: December 1, 2023
Tennessee
1 review
0 helpful votes
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I spoke with 2 different representatives, one in customer service and the other in IT support. They both were very familiar with their jobs, kind, patient, knowledgable and helpful. I have purchased mutilple software options the past 3 years and I must say that between the customer service and the software, I think I have found a home!

Date of experience: November 30, 2023
Georgia
1 review
0 helpful votes
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Poor communication
November 23, 2023

My Tax Prep office does not keep track of your add on fees. Check them twice prior to accepting. Even though they work directly with the banks they still take a lengthy time to verify (from my experience) I can never speak with a supervisor. I have had a ticket submitted since 11/01/2023 and still not resolved no follow up call or anything. Currently requesting for a refund because I nolonger trust them.

Date of experience: November 16, 2023
Wisconsin
1 review
0 helpful votes
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ANY TIME I HAVE PROBLEMS WITH TAX QUESTIONS AND PREP TAX PREP SERVICE PEOPLE ARE THE BEST. I HAVE NEVERHAD AN UNHELPFUL PERSON AND HAVE NEVER MEEN MADE TO FEEL STUPID. BEST HELP SOURCE I HAVE USED,

Date of experience: November 3, 2023
California
1 review
0 helpful votes
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I contacted the site support and was disconnected 3 times before I was turned over to David Martinez. I was trying to complete a 1040X for 2021. Nothing was updating. David calmed me down and took over the return making the changes that were necessary for the return to work correctly. I told David to tell his boss that additional training is needed when we call for an amendment. It took David 1 plus hrs to repair what was not working. He was very informative all the way through his repair of the return. If you want a tech that will walk you through the process correctly then you need David Martinez.

Date of experience: October 2, 2023
New York
1 review
0 helpful votes
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Training
September 17, 2023

Everything explained perfectly. Very kind and friendly and very professional thanks! For the help.

Date of experience: September 15, 2023
New York
1 review
1 helpful vote
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Tax year ended 12/31/22 I moved from Intuit Pro Series to My Tax Prep. Change is not always easy, but this conversion with the assist from their technical support team was manageable. A Success!

Date of experience: September 15, 2023
California
1 review
0 helpful votes
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Tax Software Training
September 14, 2023

I am a new customer of MyTax Prep Office and looking forward to using a reliable, stream-based software company for my next fiscal season. Carlos Martinez was not only knowledgeable but a professional in his field. During my training he took the time to answer my questions and thoroughly explain the program set up and functions. I am pleased with the results and their exceptional customer service.

Date of experience: September 13, 2023
Texas
1 review
0 helpful votes
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1 on 1 Training
September 9, 2023

I am absolutely loving the software. It has so much to offer. I am looking forward to this next tax season with the new program. Thank you so much!
Want to give a thumbs up to Pete for our training! You did a wonderful job!

Date of experience: September 7, 2023
District of Columbia
1 review
0 helpful votes
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I'm a new user of the My Tax Prep Office software. I feel using it will be easy & productive as I have been a user of Pro Series since 1986. Most of the features of Pro Series have been incorporated into
The My Tax Prep Office software so that is very satisfying to me. I am the owner and President of
McKinney's Tax Service since it's inception January 1,1977. Gerald R McKinney

Date of experience: September 6, 2023
Georgia
1 review
0 helpful votes
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Training
September 1, 2023

The training was excellent. Mr. David Martinez explained and detailed the information in a manner that we were able to understand and absorb the information for future use. Great customer service and very professional.

Date of experience: August 30, 2023
Idaho
1 review
1 helpful vote
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Bailey was able to get me up and running! I could not see the problem but she was able to fix it in no time at all!

Date of experience: August 30, 2023
Florida
1 review
0 helpful votes
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Thanks David for all your time and patience, as a new customers I feel like an expert on mytaxprep office software

Date of experience: August 28, 2023
Maryland
1 review
0 helpful votes
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Reliable Software
August 22, 2023

A reliable and easy to understand Software with Excellent Training Experts
We acquired more knowledge of Taxes after we got the Software, Easy and Nice!

Date of experience: August 22, 2023
Florida
1 review
0 helpful votes
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Great experience
July 27, 2023

I purchased the program this year. It was good price. Very helpful representative. The program itself has a lots of build-ins. Looks like a good investments so far.

Date of experience: July 26, 2023
Florida
1 review
0 helpful votes
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David Martinez
July 20, 2023

Esto fue exelente presentacion, muy profecional el Sr David Martinez. Claro, espesifico y tiene mucho conosimiento de su trabajo, la verdad muchas gracias. Me encanto la manera que explico todo en el software.

Date of experience: July 19, 2023
Florida
1 review
0 helpful votes
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DAVID MARTINEZ WAS VERY DETAILED AND CLEAR ON THE 1 ON 1 TRAINING.
I learned more than anticipated on the training because David explained everything in detailed and answer all my questions

Date of experience: June 19, 2023