ex2
Exhibit 2
| Exhibit 2: Renewal Price Comparisons for Tax Software | ||||||||||||
| Program | AM-Tax Pro | AlPluslTax for Windows | GoSystem for Windows | Lacerte Tax Software | Professional Tax System | ProSystem fx | Tax/Pack Professional | Tax Relief-Windows | Tax$imple | TaxWorks | TurboTax ProSeries | Ultra Tax |
| Vendor | AM Software | Arthur Andersen LLP | CLR | Lacerte Software | TaascFORCE | CCH | Alpine Data | Micro Vision | Tax$imple, Inc. | Laser Systems | Intuit | Creative Solutions |
| 1040 single user | $199 | $1,250 | Call | $1,325 | $899 | $1,820 | $245 | $545 | $275 | $845.75 | $599 | $1,250 |
| 1040 laser | Included | Included | Call | Included | Included with federal | Included | $165 | Included | $165 | Included | Included | Included |
| State* | $59 $89 | $200 $400 | Call | $150 $250 | $249 $299 | $168 $492 | $100 | $145 $230 | $115 $185 | $250.75 | $249 ($299 for CA, MA, NY) | $150 $250 |
| State laser | Included | Included | Call | Included | Included | Included | $50 | Included | $95 $135 | Included | Included | Included |
| Total federal/state 1040 with laser | $258 $288 | $1,550 average | Call | $1,475 $1,575 | $1,148 $1,198 | $1,988 $2,312 | $560 | $690 $775 | $650 $760 | $1096.50 | $848 $898 | $1,500 |
| Additional 1040 software: | ||||||||||||
| Organizer | Included | Included | Call | $200 | $199 | $128 ($208 with Pro forma) | Included | $100 | Included | Included | $199 | $100 |
| Pro forma | Included | Included | Call | Included | $199 | $128 ($208 with Organizer) | Included | Included | Included | Included | Included | $100 |
| Tax planner | No | $400 federal, $300 state | BNA | BNA | Included with organizer | $125 | $45 | Included | Included | Included | Included | |
| Network (upgrade) | 30% each CPU | Included | Call | $295 | Included | $416 | $75 | $250 | 20% surcharge | Included | Multiuser license $299 (includes 1040 and business) | $400 $650 |
| Electronic filing minimum fee (including laser) | $399 + transmission fee | $250 | Yes no minimum | Depends on volume | $249 | $80 | $200 | $150 | $20 | Module included, $5 transmission charge | $149 | $200 |
| Practice manager | No | $395 | Integrates with ACE practice management products | Free | Included with organizer | $200 | Included | $75 | Included | Included | $99 | $250 |
| Tax planner state | No | Yes | No | BNA | No | No | No | Included for some states | Included | No | No | Many available |
| Tax research | No | $200 (interface with tax research programs) | Integrates with ACE Forms for IRS instructions and publications | N/A | CCH | No | Included | Available 3rd party | Available 3rd party | Research Library, $99 | Hot key to any system | |
| Amended (federal and state) | Included | Yes no additional charge | Included | Federal, most states | Included | Yes | Included | Included | Federal, most states | Included | Included | |
| Engagement/client manager | No | Yes | No | No | $200 | Yes | With Tax Manager | Included | Included | Included | Add-on | |
| Tax import bridge | No | Yes | Call | Included | Yes | $280 | No | Included | P.D.S. Software | Included | Add-on | |
| 1120 corporation (including laser) | ||||||||||||
| Federal | $189 | $750 | Call | $685 | $899 | $1,000 | $210 | $450 | $310 | $420.75 | $399 | $800 |
| State* | NA | $250 $350 | Call | $100 | $249 $299 | $168 $492 | $125 | $230 $350 | $250 | $80.75 | $199 | $300 $500 |
| 1120S S-corporation (including laser) | ||||||||||||
| Federal | $189 | $750 | Call | $685 | Included with 1120 | $1,000 | $210 | Included with 1120 | $310 | $420.75 | $399 | Included with 1120 |
| State* | NA | $250 $350 | Call | $100 | Included with 1120 | $168 $492 | $125 | Included with 1120 | $250 | $80.75 | $199 | Included with 1120 |
| 1065 partnership (including laser) | ||||||||||||
| Federal | Included with 1120S | $750 | Call | $685 | Included with 1120 | $1,000 | $210 | $295 | $310 | $420.75 | $399 | $700 |
| State* | NA | $250 $350 | Call | $100 | Included with 1120 | $168 $492 | $125 | $195 | $250 | $80.75 | $199 | $200 $400 |
| 1041 Estates (including laser) | ||||||||||||
| Federal | $900 | Call | $685 | $499 | $960 | $250 | $295 | $280 under development | $420.75 | $399 | $700 | |
| State* | $175 $525 | Call | $100 | $299 | $160 $476 | $150 | $230 under development | $80.75 | $199 | $200 $400 | ||
| LIMITED-USE PRICING | ||||||||||||
| 1040 | Call | N/A | $150 $12.95 per | Federal $19, state $14 | No | $12 per | $50 setup $10 per | $10 per, 10 minimum | $50 + $12 per | $15 per | ||
| 1120 | Call | N/A | $150 $24.95 per | Any 20 for $298 | Federal $24, state $14 | No | $23 per | $50 setup $10 per | $20 per, 5 minimum | $50 + $20 per | $25 per | |
| 1120S | Call | N/A | $150 $24.95 per | Any 10 for $298 | Federal $24, state $14 | No | $23 per | $50 setup $10 per | $20 per, 5 minimum | $50 + $20 per | $25 per | |
| 1065 | Call | N/A | $150 $24.95 per | Any 10 for $298 | Federal $24, state $14 | No | $23 per | $50 setup $10 per | $20 per, 5 minimum | $50 + $20 per | $25 per | |
| 1041 | Call | N/A | $150 $24.95 per | Any 10 for $298 | Federal $24, state $14 | No | $23 per | $20 per, 5 minimum | $50 + $20 per | $25 per | ||
| Bundled pricing | Call | Call | Call | Full library on CD-ROM: $3,098 | Call | Business (federal): $410 | Call | Full library on CD-ROM: $945 $2,495 | Federal 1040 + 2 business: $1,595 | Full library on CD-ROM: $2,799 | Call | |
| * Some vendors charge different prices for various state packages. | ||||||||||||
