Best Complex Returns

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Rankings are calculated based on verified user reviews, recency of updates, and community voting weighted by user reputation score.

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Best 1 Lacerte Tax
Lacerte Tax

Lacerte Tax, from Thomson Reuters, is a tax preparation software solution geared towards professional tax preparers and accounting firms. It offers workflow management, audit trails, and support for a...

8.1 Very Good
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2 IRS Free File Fillable Forms
IRS Free File Fillable Forms

IRS Free File Fillable Forms is a bare-bones option for those comfortable navigating tax forms themselves. It's a PDF-based system, meaning there's no guided interview or assistance. Users must manual...

7.5 Good
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3 BlockAssist Virtual
BlockAssist Virtual

BlockAssist Virtual, offered by H&R Block, provides access to a virtual tax professional who guides you through the filing process. This is a good option for those who want personalized support but pr...

7.4 Good
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4 Drake Software
Drake Software

Drake Software is a professional tax preparation tool widely used by accountants and small business owners for complex filings. It offers robust features for Schedule C, S-Corp, and partnership return...

7.1 Good
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5 Block Advisors Premier
Block Advisors Premier

Block Advisors Premier offers professional tax preparation services for those with complex tax situations, including rental income, investments, and business income. It provides in-person support from...

6.5 Fair
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6 Safe Harbor Tax
Safe Harbor Tax

Safe Harbor Tax specializes in cryptocurrency tax preparation and compliance. They handle complex blockchain transactions and provide tax planning services for cryptocurrency investors. While not a ge...

6.0 Fair
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7 TaxCPA
TaxCPA

TaxCPA connects users with certified public accountants (CPAs) for personalized tax advice and preparation. It offers audit defense and state filing capabilities. While more expensive than DIY online...

5.8 Average
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8 Safe Harbor CPAs
Safe Harbor CPAs

Safe Harbor CPAs is a firm offering tax preparation and planning services, not a software product. They specialize in handling complex business and individual tax returns. While they provide expert ta...

5.5 Average
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