Lacerte Tax
Professional tax preparation software from Intuit for complex returns.
Tax Preparation & ComplianceFrom $489/mo
★★★★★4.6 · 446 G2 reviews
About Lacerte Tax
Professional tax preparation software from Intuit for complex returns. Handles individual, business, partnership, estate, and trust tax returns with extensive form library and multistate capabilities.
Best for
Established CPA firms handling complex individual and business tax returns
Pros & Cons
Pros
- Key capabilities include complex return handling and multistate filing.
- Also offers form library and e-filing.
- Particularly well-suited for established cpa firms handling complex individual and business tax returns.
Cons
- No free tier available for evaluation.
- Feature depth may overlap with existing tools in your stack.
- Newer or niche product may have a smaller user community.
Ledger Brief Take
This is Intuit's flagship professional tax software, positioned above ProSeries for firms handling the most complex returns — think multi-entity structures, extensive schedules, and intricate state apportionment. The multistate capabilities and comprehensive form library make it the go-to for established practices that can't afford limitations during tax season.