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Tallyfor TaxCalc

tallyfor.com

From $1.67/mo Free trial Web
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Spec score 7.6 #13 of 27 in Tax Planning Software

What it is

Tallyfor TaxCalc is web-based tax planning software for CPA firms. It models projections and estimated payments during the year rather than preparing or filing tax returns. The calculator works through 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. Users can compare scenarios such as S-corp elections, Roth conversions, retirement contributions and charitable timing. TaxCalc recommends federal and state quarterly payments with safe-harbor logic, tracks payments and flags catch-ups. It produces Excel reports covering tax plans, payment analysis and state returns. Data can come from schedule cards, uploaded prior-year 1040s and W-2s, IRS transcripts and linked K-1s. It connects QuickBooks Online and Xero and exports files to CCH Axcess, Drake, Lacerte, ProConnect and UltraTax. The base plan costs $1,000 a year for 25 binders; a free trial is offered.

Spec sheet

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.Read 7 Oct 2026 · tallyfor.com
Audience
The product page presents TaxCalc as tax planning software for CPA firms and describes planning advice delivered to clients.Read 7 Oct 2026 · tallyfor.com
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.Read 7 Oct 2026 · tallyfor.com
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.Read 7 Oct 2026 · tallyfor.com
Headquarters
547 43rd Ave., San Francisco, CA 94121, United StatesRead 28 Sep 2026 · tallyfor.com
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.Read 7 Oct 2026 · tallyfor.com
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.Read 7 Oct 2026 · tallyfor.com
Estimated payments
TaxCalc recommends federal and state quarterly estimated payments using safe-harbor logic, tracks payments, and flags catch-ups.Read 7 Oct 2026 · tallyfor.com
Free access
The product page offers a “Try free” link but does not state a trial duration.Read 7 Oct 2026 · tallyfor.com
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.Read 7 Oct 2026 · tallyfor.com
Reports
It provides Excel reports for tax plans, payment analysis, and state returns.Read 7 Oct 2026 · tallyfor.com
Scenario planning
Users can compare scenarios side by side, including S-corp elections, Roth conversions, retirement contributions, and charitable timing.Read 7 Oct 2026 · tallyfor.com
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.Read 7 Oct 2026 · tallyfor.com
Tax software
TaxCalc’s FAQ names CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax as tax software where returns are prepared and filed.Read 7 Oct 2026 · tallyfor.com

Plans and prices

Additional binders, 1,000 and above $20 a year Billed yearly Price per binder · added in packs of 5 Read 7 Oct 2026 · tallyfor.com
Additional binders, 750–999 $24 a year Billed yearly Price per binder · added in packs of 5 Read 7 Oct 2026 · tallyfor.com
Additional binders, 500–749 $28 a year Billed yearly Price per binder · added in packs of 5 Read 7 Oct 2026 · tallyfor.com
Additional binders, 300–499 $32 a year Billed yearly Price per binder · added in packs of 5 Read 7 Oct 2026 · tallyfor.com
Additional binders, 100–299 $36 a year Billed yearly Price per binder · added in packs of 5 Read 7 Oct 2026 · tallyfor.com
Additional binders, 25–99 $40 a year Billed yearly Price per binder · added in packs of 5 Read 7 Oct 2026 · tallyfor.com
Base plan $1,000 a year Billed yearly 25 binders included · add binders in packs of 5 at $40.00 each Read 7 Oct 2026 · tallyfor.com

Every Tallyfor TaxCalc plan and price →

Strong points and limits

Strong points

  • Calculates federal and all-state income tax
  • Compares multiple planning scenarios side by side
  • Tracks quarterly payments and catch-ups
  • Imports documents, transcripts and linked K-1s
  • Exports Excel and tax-ready files

Limits

  • Does not prepare or file tax returns
  • No free plan is listed
  • Base plan starts at $1,000 a year
  • Additional binders are added in packs of five

Who it suits

It suits CPA firms that provide tax planning advice and need scenario modeling, estimated-payment tracking and state calculations. It is for teams using web access and tax-filing software such as CCH Axcess, Drake, Lacerte, ProConnect or UltraTax.

Verdict

TaxCalc focuses on projection, scenario comparison and estimated-payment work for CPA practices. Its broad state coverage, imports and exports are specified, but return preparation remains outside the product.

Where Specifiction places it

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