SuperTaxAgent
SuperTaxAgent: A local federal tax tool for investment-heavy filers who can print and mail. Ranked #117 of 123 in Personal Tax Software by our editors (3.0/10); pricing: Free plan; best for privacy-focused US filers with complex investments.
At a glance
- Editor score3.0 / 10
- PricingFree plan
- Best forPrivacy-focused US filers with complex investments
- Free planYes
- Paid fromFree
- Self-employment supportNo
- Facts checked22 Sep 2026
Where it wins
- Handles RSUs, ESPPs, crypto, rentals, wash sales, and capital gains
- Stores tax data locally and does not upload imported PDFs
- Free, open-source, and available on Windows, macOS, and Linux
Where it doesn't
- No electronic filing or state returns
- Does not support Schedule C self-employment returns
- Print-and-mail workflow requires users to handle submission themselves
Our verdict on SuperTaxAgent
SuperTaxAgent is a free, open-source Claude Code plugin for individuals preparing US federal income tax returns. It guides users through personal information, dependents, income, deductions, and credits, then calculates federal tax information and fills an official IRS Form 1040 PDF. The tool supports tax-year 2025 federal returns and runs locally on Windows, macOS, and Linux. Its strongest fit is for solo or small-business users with investment, rental, RSU, ESPP, cryptocurrency, or digital-asset reporting needs who prefer local data handling.
Its feature depth is concentrated in complex investment scenarios. SuperTaxAgent imports W-2, 1099-B, 1099-DIV, 1099-INT, 1099-DA, and 1099-MISC documents, while also handling wash-sale adjustments and capital-gains reporting. It supports rental-property income using Schedule E concepts and calculates income, AGI, deductions, tax brackets, credits, refunds, and amounts owed. Local storage and the stated handling of imported PDFs suit privacy-focused filers, while the interactive interview provides a structured path through the return.
The main trade-off is the federal-only, print-based workflow. SuperTaxAgent produces a print-and-mail-ready return rather than an electronically filed return, and state filing is not included. Schedule C self-employment returns are also outside its current scope. That makes it a better choice for filers whose needs fit the supported federal forms and who are comfortable reviewing, printing, and mailing Form 1040. Filers who need state returns, e-filing, or Schedule C support should choose a different tax product.
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SuperTaxAgent pricing
SuperTaxAgent fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Free |
| Self-employment support | No |
| Investment income | Yes |
| Rental income | Yes |
| State filing | None |
| Mobile access | Not verified |
| Audit support | Not verified |
| Deployment | Self-hosted |
| Platforms | Windows, macOS, Linux |
| Support | |
| Built for | Solo, Small business (editorial estimate) |
| Pricing | Free plan |
| Website | github.com |
| Facts checked | 22 Sep 2026 |
Alternatives to SuperTaxAgent
- TurboTaxA broad US tax filing suite with free simple returns and paid expert support.9.3
- H&R Block OnlineA flexible tax-filing service with free simple returns and guided expert help.9.0
- TaxActA broad US tax filing option with free entry, paid coverage, and expert help.8.8
See all SuperTaxAgent alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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