Quickly Answer Client Questions With Confidence

MetaTax is the tax research tool designed for small firms and sole practitioners – both Online and Mobile

Answers You Need at Your Fingertips

Whether at your office or on the go, MetaTax puts the tax information you need at the tip of your fingers with fully searchable content covering more than 100 individual and small business tax topics.

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MetaTax Platforms

Features That Make You More Productive

MetaTax is loaded with the features you need to be more productive, and does things that mere paper references can’t.

MetaTax Has The Content You Need To Serve Your Clients

Your individual and small business clients have a variety of needs and tax situations. With over 100 tax topics in 14 categories, MetaTax can help you answer your clients’ tricky tax questions and advise them as they plan for the future. Browse below to see all the topics you can find in MetaTax.

  • What’s New
  • Tax Calendars
  • Individual Tax Rates
  • Filing Requirements
  • Filing Status
  • Exemptions
  • Standard Deduction
  • Average Itemized Deductions
  • Fair Market Value for Used Items
  • Medical Expenses
  • Taxes Paid
  • Interest Paid
  • Charitable Contributions
  • Casualty and Theft Loss
  • Miscellaneous Deductions
  • Interest and Dividends
  • Capital Gains and Losses
  • Mutual Funds
  • Installment Sales
  • Like-Kind Exchanges
  • Stock Options
  • Sale of a Main Home
  • Alternative Fuel Vehicle Refueling Property Credit
  • Alternative Motor Vehicle Credit
  • Credit for Federal Tax Paid on Fuels
  • First-Time Homebuyer Credit Repayment
  • Mortgage Interest Credit
  • Plug-In Electric Drive Vehicle Credit
  • Residential Energy Credits
  • Individual Retirement Arrangements
  • Roth IRAs
  • Simplified Employee Pension (SEP)
  • Savings Incentive Match Plan for Employees (SIMPLE)
  • Qualified Plans
  • 403(b) Plans
  • 457(b) Plans
  • Transfers and Rollovers
  • Retirement Savings Contribution Credit
  • Financial Aid
  • American Opportunity Credit
  • Lifetime Learning Credit
  • Student Loan Interest Deduction
  • Tuition and Fees Deduction
  • Coverdell Education Savings Account
  • Qualified Tuition Programs
  • IRA Distributions for Education
  • Education Savings Bond Program
  • Employer-Provided Educational Assistance
  • Tax Rules for Dependents
  • Reporting a Child’s Interest and Dividends
  • Children with Unearned Income (Kiddie Tax)
  • Divorce and Separation
  • Adoption Expenses Credit
  • Child and Dependent Care Expenses
  • Child Tax Credit
  • Qualified ABLE Programs
  • Residential Rental Income and Expenses
  • Mixed Use Rental Property (Including Vacation Homes)
  • Farm Rental
  • Passive Activity Rules
  • At-Risk Rules
  • Alternative Minimum Tax
  • Moving Expenses
  • Clergy and Religious Workers
  • U.S. Armed Forces Personnel
  • Earned Income Credit
  • Community Property
  • Foreign Income
  • Foreign Tax Credit
  • Credit for the Elderly or the Disabled
  • Household Employees
  • Premium Tax Credit
  • Health Care Individual Responsibility
  • Business Structures
  • Business Use of Home
  • Family Businesses
  • Hobby Loss
  • Self-Employment Tax
  • Gains and Losses on Business Property
  • Net Operating Loss
  • Farming Businesses
  • Domestic Production Activity
  • General Business Tax Credit
  • Business Deductions
  • Capital Expenses
  • Inventory and Cost of Goods Sold
  • Travel, Meals, and Entertainment
  • Automobiles
  • Insurance
  • Amortization
  • Depletion
  • Business Bad Debts
  • Overview of Depreciation
  • Section 179 Deduction
  • Special Depreciation Allowance
  • Figuring Depreciation under MACRS
  • Depreciating Automobiles and Listed Property
  • Forming a Partnership
  • Terminating a Partnership
  • Partnership Distributions
  • Transactions Between Partnership and Partners
  • Basis of Partner’s Interest
  • Disposition of Partner’s Interest
  • Businesses Taxed As Corporations
  • Property Transfers to Corporations
  • Corporate Taxes
  • Distributions to Shareholders
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MetaTax for iPhone and iPad

We live in a mobile world, and a lot of your work happens away from your desk. You may consult at the home or workplace of a client, or you may meet a new prospect at a social event. In those situations, having MetaTax on your iPhone or iPad can make all the difference. It allows you to answer a quick question with confidence, and gives you an excuse to ask for an email address so that you can send them the information they need and follow up later.

MetaTax on iPhone and iPad
MetaTax is very easy to use and a great resource to have on my phone, well worth the investment for any tax professional.
Boscophog, App Store Review
Great reference app. Love it. Thank you very much for this app.
EdenPrince1, App Store Review

Pricing for Every Need

Whether you prepare only an occasional return or work for a small firm, we have a pricing plan for you. Need access for a larger group? Contact us for special pricing.

  • Number of Users
  • Individual Tax Topics
  • Small Business Tax Topics
  • IRS Forms and Publications
  • iPhone and iPad Apps

  • Small Firm
  • $2499
  • per month, billed annually
  • Up to 3 people

  • Sole Practitioner
  • $1299
  • per month, billed annually
  • 1 person

  • Basic
  • $999
  • per month, billed annually
  • 1 person

  • Trial
  • Free
  • 1 person
  • 14 days
  • 14 days

30-Day Money Back Guarantee

Purchase With Zero Risk

Our 30-day money back guarantee means you can buy with confidence. If for any reason you are unsatisfied with MetaTax, just contact us within 30 days of your purchase for a full refund. No extra fees. No hassles. We promise.