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Tallyfor TaxCalc
547 43rd Ave., San Francisco, CA 94121, United States
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 estimated payments using safe-harbor logic, tracks payments, and flags catch-ups. Excel reports cover tax plans, payment analysis, and state returns. Inputs may come from schedule cards, uploaded prior-year 1040s and W-2s, IRS transcripts, and K-1s synced from linked business binders. Connections include QuickBooks Online and Xero, with exports to CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax. The base plan is $1,000 a year, billed yearly, with 25 binders included; extra binders are billed yearly per binder in packs of five.
For and against
For
- Calculates federal and all-state income tax
- Compares planning scenarios side by side
- Recommends and tracks estimated payments
- Imports documents and linked K-1 data
- Exports to major tax software
Against
- Does not prepare or file tax returns
- Base plan costs $1,000 a year
- Base plan includes 25 binders
- Additional binders come in packs of five
The verdict
TaxCalc focuses on planning calculations, scenarios, and estimated-payment management for professional tax practices. Its integrations and document inputs support workflows that continue into separate return-preparation systems.
Who it suits
TaxCalc is presented for CPA firms that provide tax planning advice and need multi-state projections, scenario comparisons, and payment tracking. It suits practices already preparing returns in the listed tax software.
Plans and prices
Additional binders, 1,000 and above
Price per binder · added in packs of 5
Read 7 Oct 2026 · tallyfor.com
Additional binders, 750–999
Price per binder · added in packs of 5
Read 7 Oct 2026 · tallyfor.com
Additional binders, 500–749
Price per binder · added in packs of 5
Read 7 Oct 2026 · tallyfor.com
Additional binders, 300–499
Price per binder · added in packs of 5
Read 7 Oct 2026 · tallyfor.com
Additional binders, 100–299
Price per binder · added in packs of 5
Read 7 Oct 2026 · tallyfor.com
Additional binders, 25–99
Price per binder · added in packs of 5
Read 7 Oct 2026 · tallyfor.com
Base plan
25 binders included · add binders in packs of 5 at $40.00 each
Read 7 Oct 2026 · tallyfor.com
On the record
- Audience
- The product page presents TaxCalc as tax planning software for CPA firms and describes planning advice delivered to clients.tallyfor.com · read 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.tallyfor.com · read 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.tallyfor.com · read 7 Oct 2026
- Estimated payments
- TaxCalc recommends federal and state quarterly estimated payments using safe-harbor logic, tracks payments, and flags catch-ups.tallyfor.com · read 7 Oct 2026
- Free access
- The product page offers a “Try free” link but does not state a trial duration.tallyfor.com · read 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.tallyfor.com · read 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.tallyfor.com · read 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.tallyfor.com · read 7 Oct 2026
- Reports
- It provides Excel reports for tax plans, payment analysis, and state returns.tallyfor.com · read 7 Oct 2026
- Scenario planning
- Users can compare scenarios side by side, including S-corp elections, Roth conversions, retirement contributions, and charitable timing.tallyfor.com · read 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.tallyfor.com · read 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.tallyfor.com · read 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.tallyfor.com · read 7 Oct 2026
