One Price. Everything Included.
No Surprises. No Upsells.
Choose Seasonal Pass (Dec–Apr) or Year-Round Access for continuous growth. Every plan includes CRM, referrals, AI, texting, e-sign, and more.
Tired of Juggling Multiple Tools?
Stop paying for 5 different subscriptions that don't talk to each other.
QuickBooks + Calendly + CRM
$500-800/month in separate tools
Inconsistent Workflows
Data silos, missed follow-ups
Formality Tax = Everything
One platform, one price, zero chaos
Season Starter
$697
per season · Dec–Apr
Empire Builder
$1,497
per season · or $399/mo
Bureau Boss
$3,997
setup + $799/mo
All plans include unlimited returns, CRM, referrals, AI, texting, e-sign & more. See full comparison ↓
Choose Your Empire Level
Seasonal or Year-Round Access – Built for Tax Professionals Who Want to Dominate
⚡ Seasonal Pass Options Available – Best Value for January–April Success! ⚡
The Season Starter
Launch Your Tax Season With Power
One-time for Season
Dec–Apr (5 months)
- Access for 5 months (Dec–Apr)
- Unlimited 1040 returns
- Client portal with intake automation
- AI-powered tax interview
- SMS & email automation
- Branded templates & communications
- Basic training hub access
- Document vault & e-signature
- Mobile app access
- Email support
The Tax Empire Builder
Dominate The Season & Grow Your Client Base
One-time for Season
or $399/mo × 5 months
- Everything in Season Starter, PLUS:
- Multi-user CRM (up to 5 users)
- Business tax returns (1120, 1120S, 1065)
- Advanced e-signature workflows
- Priority AI automation queue
- Marketing automation tools
- Custom branding & white-labeling
- Advanced analytics dashboard
- Priority email & phone support
- Extended training & webinars
The Bureau Boss
Run Your Own Network of Preparers
Setup Fee
+ $799/mo (Dec–Apr)
- Everything in Tax Empire Builder, PLUS:
- White-label OLT integration
- Sub-office dashboard management
- Commission & revenue tracking
- Custom branding portal
- Dedicated onboarding team
- Year-round CRM access included
- Unlimited users & locations
- API access & custom integrations
- Dedicated success manager
- 24/7 priority support
Why Choose a Seasonal Empire Suite?
More value, better features, unbeatable pricing
Seasonal Pricing
Pay once for the season or split into manageable monthly payments
All-In-One Platform
Software + CRM + Automation + Branding + Mobile app in one place
Scale As You Grow
Start small and upgrade anytime during the season
How We Compare to the Competition
Even at our highest tier, you're getting more for less
| Competitor | Typical Price | What They Lack |
|---|---|---|
| TaxDome | $700+/user/year | No IRS e-file, no AI workflow, no service bureau tools |
| CrossLink | $1,795+ | No automation, CRM, or mobile app |
| TaxSlayer Pro | $1,595+ | No AI or branding tools |
| MyTaxPrepOffice | $1,295 | No automation or white-label options |
| Formality Tax | $697–$3,997 | ✅ Everything Included! |
👉 Your advantage: Software + CRM + Automation + Branding + Mobile App + Service Bureau Tools = One Platform
IRS Authorized BSP
Business Service Provider
SOC 2 Compliant
Enterprise-Grade Security
IRS e-File Ready
Direct Transmitter
256-bit Encryption
Bank-Level Protection
Ready to Build Your Tax Empire?
Join thousands of tax professionals who've transformed their practice with Formality Tax
💰 Affiliate Bonus: Refer a preparer, earn $100 credit! 💰
One Platform. Everything Included.
Why juggle QuickBooks + TaxDome + Calendly + a CRM when Formality Tax does it all — for less?
Typical ERO Software Stack
$500-800/month
Formality Tax Complete
Starting at $399/month
Save $4,800+/year
| Feature | 🛡️ TaxShield $50-100/mo | 📁 TaxDome $50-100/user | 🦆 Drake Tax $300-1,500/yr | 👥 Generic CRM $25-150/mo | Formality Tax From $399/mo |
|---|---|---|---|---|---|
Funded Referral Program We fund payouts up to $100/referral | |||||
Built-In CRM Mass text, call tracking, lead management | |||||
Mass Text & SMS Automated texting & 2-way chat | |||||
Mobile Link Remote filing — no app download needed | |||||
E-Signature Built-in paperless remote signing | |||||
5+ Bank Partners Refundo, TPG, RA, EPS, SBTPG | |||||
All Tax Software TaxSlayer, OLT, Drake, Lacerte & more | |||||
AI Tax Assistant 24/7 AI-powered tax support | |||||
Loyalty Program Up to $1,000 client advances | |||||
Marketing Suite SEO, websites, social media tools | |||||
IRS Compliance Due diligence safeguards built in | |||||
Screen Share & Zoom One-tap remote support |