A desktop-first platform engineered for independent EROs and growing practices — designed by a licensed tax professional who knew the category needed a serious redesign.
Every form a preparer actually files, every state a client might live in, every compliance check an EA can't afford to miss. No add-on SKUs. No per-return throttles on unlimited plans.
Seven pillars the software is built around. Not a checklist of features — a workflow shaped by twelve filing seasons behind the keyboard.
1040 with full schedule coverage, e-filing through IRS Modernized e-File, and direct state gateways — all fifty plus DC.
Refund and liability recompute in place as you type. Side-by-side federal + state, with what-if toggles for MFJ vs. MFS.
Every EIC/CTC/AOTC/HoH return runs through a model informed by twelve seasons of 8867 compliance work. Catches what a tired preparer misses at 1 a.m.
Clients text or email W-2s, 1099s, and IDs directly into the return. OCR parses line items, AI flags missing documents, and preparers re-key nothing.
Ask any question about the open return in plain English. Deduction eligibility, filing status comparisons, credit qualifications, and code section lookups — answered from inside the workspace.
Refund transfers and prep-fee deduction through established RT partners. Disbursement visibility from acceptance to funding, in one pane.
Client copies, preparer copies, and state packets rendered to spec — with signature fields, 8879 e-sign routing, and archive-quality compression.
Not a product manager's idea of what tax software should be. A preparer's answer to what it's missing.
I built Warrior Tax Pro Elite because, as a tax professional, I knew exactly what I wanted to see in a software platform. Twelve seasons in, I finally wrote it.
Thirty-minute demo on Zoom with a licensed preparer, not a sales engineer. We'll walk your actual workflow — not a canned deck.