Tax Software

Powered by TaxSlayer Pro

Unlimited 1040 federal, state, and local returns in all 50 states.

  • Cloud-Based Individual & Business Tax Returns

  • Desktop Corporate, Partnership, Trust & Nonprofit Returns

  • Secure Client Portal & TaxesToGo™ Mobile App

  • All States Included & Free Unlimited E-filing

  • Paperless Office & Digital Signature

  • Multiple User Access & Bank Enrollment

  • Year-Round Tech Support

  • And much more

Tax Software

Powered by OLT Pro

Unlimited cloud-based returns in all 50 states.

  • Cloud-Based Individual & Business Tax Returns

  • Cloud-Based Corporate, Partnership, Trust & Nonprofit Returns

  • Secure Client Portal & TaxesToGo™ Mobile App

  • All States Included & Free Unlimited E-filing

  • Paperless Office & Digital Signature

  • Multiple User Access & Bank Enrollment

  • Year-Round Tech Support

  • And much more

Service Bureau

Create Multiple Revenue Streams While Helping Other Tax Preparers Grow.

  • Sell Tax Software Under Your Own Brand

  • Keep 100% of Software Sales & Annual Renewal Fees

  • Set Your Own Pricing & Fees

  • Collect Service Bureau & Transmitter Fees

  • Earn Revenue Sharing from Your Team of Preparers

  • Volume Rebates & Incentives

  • Build Year-Round Recurring Income

  • And much more

All-In-One Marketing

Everything You Need to Build a Profitable Tax Business. All in One Place.

  • Everything You Need To Attract, Convert & Retain More Customers

  • Lead Generation & Marketing

  • Marketing Automation & Social Media Management

  • Website, Landing Page & Funnel Builder

  • SMS Text & Email Marketing Campaigns

  • Social Media Scheduling & Lead Capture Forms

  • Document & Contract Signing

  • Virtual Assistant $5/hr

  • And much more

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Frequently Asked Questions

Quick answers to the most common questions about our software, Service Bureau, training, and support.

How long does it take to get started?

Your Tax Software can usually be set up within 24 to 48 hours. Service Bureau accounts are typically completed within 7 to 10 business days due to the additional customization and setup involved. EFIN required.

What do I need to get started?

All you need is a PTIN, EFIN, laptop or desktop computer, reliable internet connection, and a phone. If you don't have a PTIN or EFIN. We'll help guide you through the process.

How do I qualify for Free Tax Software?

Getting started is more affordable than you might think. If you processed 100 or more bank-funded returns this tax season, you qualify for FREE Tax Software. If you processed fewer than 100 bank-funded returns, professional tax software starts at just $97.

Can I transfer my existing client files?

In many cases, yes. Client file transfer options vary depending on the tax software you're currently using. Our team will review your current software and help determine the best way to transfer your client files and make your transition as smooth as possible.

Can I prepare individual, business & Corporate returns?

Yes. OLT Pro is fully cloud-based and allows you to prepare individual, business, and corporate tax returns online. TaxSlayer Pro allows you to prepare individual and business tax returns through its cloud-based platform, while corporate tax returns are prepared using the desktop version.

What makes S&E tax Solutions Different?

We provide much more than tax software. We help you build a complete business with training, marketing, AI tools, Service Bureau opportunities, Virtual Assistants, and year-round support.

Why should I choose S&E Tax Solutions?

Because we're invested in your success. From software and training to marketing, AI automation, and ongoing support, we provide everything you need to launch, grow, and scale a profitable tax business.

PRICING

Choose Your Plan

FREE Tax Software PLAN

$FREE

  • TaxSlayer Pro or OLT Pro

  • No annual renewal fees

  • Free e-filing included

  • Year-round support

  • Must meet eligibility criteria

No contracts - cancel anytime

PRICING

Tax Academy

$49

  • Self-paced online courses

  • Continuing education credits

  • Beginner to advanced topics

  • Tax preparation certification

  • Special promotions available

No contracts - cancel anytime

TaxSLAYER PRO PLAN

$97/m

  • Unlimited federal & state returns

  • Cloud-based individual & business

  • Desktop corporate returns

  • TaxesToGo® mobile app

  • White-label branding available

No contracts - cancel anytime

PRICING

OLT PRO PLAN

$97/m

  • Unlimited cloud-based returns

  • All 50 states included

  • TaxesToGo® client portal

  • Free e-filing & support

  • White-label branding available

No contracts - cancel anytime

sERVICE Bureau

$1295

  • Sell branded tax software

  • Keep 100% of eligible add-ons

  • Earn revenue from prep fees

  • Volume incentives on bank products

  • Year-round income potential

No contracts - cancel anytime

PRICING

CRM & Marketing Platform

$75/m

  • All-in-one CRM

  • AI automation & social tools

  • Website & funnel builder

  • Lead capture & follow-ups

  • Custom packages available

No contracts - cancel anytime

sTARTER bUSINESS LAUNCH

$199

  • Startup consultation

  • PTIN guidance

  • EFIN guidance

  • Business roadmap

No contracts - cancel anytime

PRICING

pROFESSIONAL BUSINESS LAUNCH

$499

  • Everything in Starter, plus:

  • Business formation assistance

  • EIN guidance

  • Business email setup

  • Initial branding consultation

  • CRM onboarding

No contracts - cancel anytime

Business Builder lAUNCH

$999

  • Everything in Professional, plus:

  • Professional website

  • Landing page

  • CRM & marketing setup

  • AI automation setup

  • Social media setup

  • Business coaching session

No contracts - cancel anytime

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