SuperTaxAgent review
A local federal tax tool for investment-heavy filers who can print and mail.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
SuperTaxAgent pros and cons
- 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
SuperTaxAgent fact sheet, pricing and score →
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