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Manage your firm with Expert Tax

Enjoy greater agility and speed when managing your tax return online.

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Expert Tax

A program that understands your tax experience

The most complete tax return preparation software in Puerto Rico for tax preparers and accounting firms.

Expert Tax was created with the idea of eliminating the tedious method of preparing tax returns by hand. For this reason, CEGsoft has a team of more than 40 people, with extensive knowledge in technology, committed to providing excellent customer service and offer innovative and intuitive tools to enjoy a tax season without anxieties.

Ready to know why experts trust Expert Tax?
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Our commitment to safety: SOC Type II

Expert Tax Modules

The most complete tax program in Puerto Rico


Optimized for Individual tax returns

This module will help you prepare, calculate and e-file individual income tax returns in English or Spanish.
Electronic filing of Form 482
Electronic filing of 1040 forms (PR and SS)
Technical Support through phone, email, help tickets, and remote assistance
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All the corporate tax returns you need

This module can automatically fill in returns using the financial information provided through a Trial Balance. This is done by grouping the information by assigned tax codes.
Automation: Import Trial Balance and transfer the information to the spreadsheet
Support: Unlimited Technical Support (Phone, Email, Remote Assistance)
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Payroll and deduction

Prepares annual and quarterly returns

This package was designed to provide a solution for preparing annual withholding tax returns (480.6 A, B, C, D) and annual payroll returns 499R-2/W-2PR (W-2's).
Automation: Import payroll information using Excel, Peachtree or Quikbooks spreadsheets using our specialised Excel templates.
Support: Unlimited Technical Support (Phone, Email, Remote Assistance)
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Benefits of the cloud

Compare the benefits of each cloud plan and select the one that best suits your business needs.
Unlimited search for customer records.
Administrative portal to manage users and licences.
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You deserve a painless tax season

They rely on us to ease their tax season and increase their productivity. You can too!

More than a product, we are a solution

We don't tell you, they tell you!
Aida L Rivera Maldonado
Expert Tax customer
"The team is very well trained. Having that human touch is perfect. Their patience towards us is incredible. I am very satisfied."
José A. Tort Saade, CPA
Expert Tax Customer
"With you it's like a tailor-made service. Response time is fast."
Not disclosed
Expert Tax Customer
"They are #1. When I send a help request they answer or call me back. I can't complain and have never had a bad experience. They have a lot of kindness and have listened to me in difficult times."
Ramon A. Morales Varga
Expert Tax Customer
"Expert Tax is excellent. I plan to buy again. It's very easy and affordable."
Alvey Virtual Tax and Financial Corporation
Expert Tax Customer
"They've bounced the ball in support of the customer. The responses have been in a matter of no time."
Fontanes Inc.
Expert Tax customer
"Very good. When you consult, they have a system that calls you. That speeds up a lot. The quality of service is of excellence."

Everything you need for your clients' tax returns

Offer outstanding quality service to your clients with Expert Tax.
More Mobility
You can work from anywhere and on any computer with Internet access. Just log in to your Expert Tax account and start working.
First Class Security
The information is encrypted at different levels, in addition, our systems are designed with the security guidelines by AICPA, FTC, IRS and Treasury.
Agility and Performance
Increase efficiency by calculating and navigating quickly and, when you work from the cloud, you don't need to download updates.
Easy and Intuitive
Simple navigation, physical spreadsheet-like screens, speed and fluidity between tax forms keeps the learning curve to a minimum for you and your team.
The Customer Comes First
We strive to offer the best customer service in the market by providing tools that allow you to create help requests and view status for easy follow-up.
Service like no other
Our personalized customer service and customer insight initiatives enable us to understand what you really need to enjoy a painless tax season.
Trust the Experts
Used by all four international accounting firms, local firms, firms of all sizes, and more than 500 companies.
Future with you in mind
We are always looking to simplify your processes and make everything accessible and user-friendly. New features will keep making your experience even better.
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Technical Support and Service

We are here to help

Professional and trained support team to help you during the tax season by phone, email or help requests through your Expert Tax portal.

User manuals available in English and Spanish.

How can I try Expert Tax for free?

To try Expert Tax for free, simply complete the registration process and you are ready to go. You do not have to enter your credit card information.

You will be able to navigate through all the modules and experience the features we offer.

In the free version you will not be able to file returns. To file returns, you must purchase licenses.

How do I purchase my Expert Tax licences?

Ready to take the step to a better tax season? Easy, just go to your Expert Tax account, select Buy Product, choose the modules and number of licenses you want, choose if you want to add an additional package, choose whether to take the payment plan or make the full payment, finalise the payment and you're done.

How do I apply for the interest-free payment plan?

To take advantage of the interest-free payment plan, you must go to the Payment section of the checkout process. Here you must choose whether you want the payment plan or make a full payment.

The first payment will be made in the current month. It will include the first installment plus IVU. Then the rest of the installments will be debited monthly until the month of July.

How do I import my data into Expert Tax?

Importing your data is easier than you think.

- Log in to your Expert Tax account
- Select Import/Convert
- Choose Import and the module you want to work with
- Select Excel
- Download the file and complete it
- Import the file

Start enjoying a better tax season.

Are all modules in the cloud?

All our modules and tax returns are now available exclusively in the cloud. This option offers maximum security and accessibility to work with your clients' spreadsheets from anywhere with Internet access.

Try it for free today!

Credit card not required for free trial
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