Prompt
Can you recommend a small business tax filing platform for solo preparers handling multi-state returns?
Latest observation
Yes — for a solo preparer handling multi-state business returns, I’d look at platforms that balance:
- strong 1040 / business return support
- multi-state capability
- e-filing
- decent workflow / organizer tools
- pricing that works for a small practice
Best-fit options
1. Drake Tax
Best overall value for solo preparers
- Handles multi-state returns well
- Strong support for 1040, 1120S, 1065, 1041
- Good for a one-person practice because it’s efficient and relatively affordable
- Includes e-file, diagnostics, and a solid forms-based workflow
Why it’s a good fit:
If you want a reliable professional desktop-style package without paying premium prices, Drake is often the go-to.
2. TaxAct Professional
Good lower-cost alternative
- Supports business returns and many state filings
- More budget-friendly than some top-tier platforms
- Better if your volume is modest and you want something simpler
Tradeoff:
Usually not as polished or as fast for a high-volume multi-state workflow as Drake or CCH/Thomson Reuters products.
3. ProConnect Tax
Best cloud option for a solo preparer
- Cloud-based, so easy to work from anywhere
- Good integration with QuickBooks and some other tax/accounting tools
- Handles business and multi-state returns
Why it stands out:
If you prefer not to manage software locally, this is one of the stronger cloud choices.
4. Lacerte
Best for more complex returns
- Excellent for multi-state and more advanced business situations
- Very strong diagnostics and support
- Good if your clients’ returns tend to be more complicated
Tradeoff:
Typically more expensive, so it may be overkill if you’re a solo practitioner with low-to-moderate volume.
5. UltraTax CS
Best for firms that may grow
- Strong multi-state handling
- Excellent integration across the CS suite
- Good workflow and enterprise-style tools
Tradeoff:
Usually a better fit for a growing firm than a solo preparer, mainly because of cost and complexity.
My short recommendation
If you’re a solo preparer handling multi-state business returns, I’d start with:
- Drake Tax — best all-around value
- ProConnect Tax — best cloud choice
- Lacerte — if you need premium power for complex returns
Quick question to narrow it down
Are you looking for:
- desktop software or cloud-based?
- mostly 1120S/1065 returns, or also 1040s with business schedules?
- about how many returns per season?
If you answer those, I can give you a tighter recommendation.
Observation history
Unlock observation history
Create a free Obsurfable account to unlock historical responses, model comparisons, and deeper brand intelligence.
How did Obsurfable measure this prompt?
Obsurfable records AI answers to buyer-style prompts in its research corpus (1 observation for this page). Metrics are distributions over observations, not a single static ranking.
Which AI systems does Obsurfable collect answers from?
OpenAI, ChatGPT, Google, Gemini, Google AI Mode, Anthropic, Claude, Perplexity, Grok, DeepSeek, Mistral, Copilot, and Meta AI.