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The most comprehensive software for preparing tax returns in Puerto Rico
Leaders in Puerto Rico tax compliance for over 30 years. Over 10 million Puerto Rico and U.S. returns filed with accuracy and confidence.
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2025 Tax Calculator: 2025 Tax Relief Check Estimate
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Expert Tax
A program that understands your tax experience
Since then, we have led with innovation to make your work more agile, accurate and reliable. Today, a team of more than 50 technology specialists continues that mission, creating intuitive tools and providing expert support. All so you can enjoy a hassle-free tax season.
Our commitment to safety: SOC2® Type II
Expert Tax
Preparer or firm? We have a solution for you
Only one user
The most agile program for independent preparers
Premium
More power, more control
Credibility & Social Proof
Our customers,
our best proof
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Expert Tax Modules
Explore our tax products
Individual
Optimized for Individual tax returns
Corporation
All the corporate tax returns you need
Payroll and deduction
Prepares annual and quarterly returns
testimonials
More than a product, we are a solution
Aida L Rivera Maldonado
José A. Tort Saade, CPA
Not disclosed
Ramon A. Morales Varga
Alvey Virtual Tax and Financial Corporation
Fontanes Inc.
Features
Everything you need for your clients' tax returns
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.
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.
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.
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.
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.
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.
The desktop version of Expert Tax has been discontinued so we will not be offering support or updates for this version.
Try it for free today!
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