Sigma Tax Pro
Sigma Tax Pro: A seasonal tax and bookkeeping suite for small practices handling 1040, 1120, and 1065 returns. Ranked #23 of 30 in Small Business Tax Software by our editors (6.9/10); pricing: Paid; best for small practices needing tax and bookkeeping tools.
At a glance
- Editor score6.9 / 10
- PricingPaid
- Best forSmall practices needing tax and bookkeeping tools
- Free planNo
- Paid from$495 one-time
- Business entity supportForms 1120 and 1065; individual 1040 returns
- Facts checked20 Sep 2026
Where it wins
- Supports federal and state returns with e-filing, printing, and storage
- Converts files from other tax software and includes return review tools
- Adds bookkeeping, payroll, accounts payable, and accounts receivable modules
Where it doesn't
- Seasonal pricing starts at $495 with no free plan
- Entity support centers on Forms 1120, 1065, and individual 1040 returns
- Multi-office management and web access are included in the $895 1040-DR plan
Our verdict on Sigma Tax Pro
Sigma Tax Pro is professional tax preparation software for independent tax preparers, CPAs, accountants, and tax offices. Its packages cover individual 1040 returns and business returns using Forms 1120 and 1065, with federal and state filing capabilities. The platform combines tax preparation with e-filing, printing, online return storage, file conversion, review and error correction, refund estimation, and an EIN database. It also includes Client Write-Up accounting with bookkeeping, payroll, and accounts payable and receivable modules.
Pricing is seasonal and plan-specific. Sigma 1040-TW and Sigma 1040-SR each cost $495 per season. Both include federal and state business income tax returns, old-file conversion, Client Write-Up, automatic updates, and filing-status comparison; 1040-TW adds a built-in Interview Wizard, while 1040-SR offers Step-by-Step Interview or Forms Method input. Sigma 1040-DR costs $895 per season and adds desktop and web-based versions, e-filing with long-term online storage, multi-office management, and support for Forms 1120 and 1065.
The strongest fit is a small practice that wants tax preparation and bookkeeping capabilities in one product, particularly when file conversion, return review, and integrated bank products matter. The plan structure gives preparers options for individual-return workflows while reserving broader business-return and multi-office capabilities for the higher-priced 1040-DR package. Practices that need entity coverage beyond individual 1040 returns and Forms 1120 and 1065 should consider a broader alternative. The product is also less suitable for buyers seeking a free plan or a non-seasonal pricing model.
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Sigma Tax Pro pricing
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Sigma Tax Pro fact sheet
| Free plan | No |
|---|---|
| Paid from | $495 one-time |
| Business entity support | Forms 1120 and 1065; individual 1040 returns |
| Federal e-file | Yes |
| State e-file | Yes |
| Included state returns | Not verified |
| Bookkeeping imports | Not verified |
| Prior-year import | Not verified |
| Deployment | Cloud, Desktop |
| Platforms | Web |
| Support | Email, Phone |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: bank products |
| Pricing | Paid (source) |
| Website | sigmataxpro.com |
| Facts checked | 20 Sep 2026 |
Sigma Tax Pro integrations
Sigma Tax Pro lists 1 integrations on its own site.
- bank products
Alternatives to Sigma Tax Pro
- TurboTaxA broad guided filing option with strong income support, but paid tiers and state add-ons raise cost.9.3
- H&R Block OnlineA guided tax service with free simple returns, broader paid tiers, and web and mobile access.9.1
- TaxActA broad tax filing option for self-employed filers, with state filing charged separately.8.8
See all Sigma Tax Pro alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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