Prompt

Can you recommend a small business tax filing platform for solo preparers handling multi-state returns?

Finance / Tax Software1 observationLast seen Jul 23, 2026

Latest observation

Jul 23, 2026OpenAI APIWeb search: off

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:

  1. Drake Tax — best all-around value
  2. ProConnect Tax — best cloud choice
  3. 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

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