gallery View Gallery

PitBullTax

Be the first to Reviews

Have Questions?

Get Free Expert Consultation

Let us know your business needs clearly

Verified & Trusted
Vendors

Safe & Secure
Payment

Personalized
Experts Support

Starting at

$ 130.00 /Month

Features

See all

PitBullTax Features

Tax Preparation & Filing

Automated Form Filling Auto-populates IRS forms (e.g., 433-A, 656) using data gathered from client questionnaires and transcripts.
Real-Time Calculations Instantly calculates IRS Offer in Compromise (OIC) eligibility and monthly installment agreement amounts.
Return Preview & Validation Offers an Enhanced Forms Preview to review IRS resolution documents for accuracy before submission.
Federal & State Tax Filing Preparation and electronic submission of federal and state tax returns.
Multi-Year Filing Capability to file returns for multiple tax years, including prior periods.
e-File Support Direct electronic submission to tax authorities.
Tax Extension Filing Assistance in filing for extensions when additional time is required.
Direct Deposit Options for direct deposit of tax refunds into bank accounts.

Income & Deductions Management

Self-Employment Support Handles complex self-employed resolution cases, including business expense analysis and 433-A (OIC) forms.
Medical & Educational Expenses Tracks these specifically to determine "Necessary Living Expenses" for IRS collection potential evaluations.
Retirement Income & Contributions Analyzes retirement account equity and income to determine a client's ability to pay IRS tax debts.
W-2 & 1099 Import Importation of income data from W-2 and 1099 forms.
Investment & Capital Gains Reporting Calculation of taxes on investment income, including stocks and bonds.
Rental Income Management Handling of income and deductions related to rental properties.
Charitable Contributions Tracking and application of deductions for eligible charitable donations.
Dependent Credits Calculation of credits and deductions for dependents.

Compliance & Audit Support

Automatic Updates As a cloud-based web application, all IRS forms and software modules are updated automatically by the vendor.
Tax Law Compliance Stays updated with the latest IRS Internal Revenue Manual (IRM) guidelines and collection financial standards.
Error Checking Includes Case Diagnostics to identify inconsistencies or missing data in resolution forms before finalization.
Audit Assistance Provides tools and documentation templates to represent clients during IRS collection-related audits.
ID Validation Integrates with IdentityCheck to provide secure ID verification for client onboarding.
Self-Employed & Gig Worker Compliance Supports resolution for self-employed/gig workers by calculating disposable income for IRS payment plans.
Audit Risk Assessment Evaluation of the likelihood of an audit based on return data.
Nonprofit Support Features tailored for non-profit organizations.
Franchise Tax Compliance Assistance with state franchise tax requirements.

Business & Enterprise Features

Payroll Tax Management Specialized tools to resolve 940/941 payroll tax debts and Trust Fund Recovery Penalty (TFRP) cases.
Multi-State Support Includes various state Power of Attorney (POA) forms for tax resolution representation across different states.
Business Tax Filing Preparation and filing for various business structures (C-Corp, S-Corp, LLC, Partnerships).
Sales Tax Management Calculation and tracking of sales and use taxes.
International Reporting Management of reporting requirements for international transactions.
Nexus Management Identification of tax obligations based on business presence in various jurisdictions.
Asset Depreciation Calculation of asset depreciation and tracking of fixed assets.

Integration & Automation

API Integration Offers an open API for developers to integrate PitBullTax data with other firm management systems and apps.
Third Party Integration Integrates with Zapier, Dropbox, Google Drive, OneDrive, Zoom, Outlook, and Google Calendar for seamless workflows.
E-Signature Integration Features seamless integration with DocuSign to allow clients to sign IRS resolution forms and letters electronically.
Financial Data Import Imports IRS transcript data directly to analyze a client’s history, CSED, and unfiled years.
Accounting Software Integration Seamless integration with accounting platforms like QuickBooks.
Estimated Tax Automation Calculation and scheduling of estimated tax payments.

Security & Data Protection

Data Encryption Uses industry-standard encryption and firewalls to protect sensitive client financial and personal data.
Two-Factor Authentication (2FA) Provides Two-Factor Authentication (2FA) to add a secondary security layer for user logins and data access.
Role-Based Access Control (RBAC) Supports multi-user licenses with administrative controls to manage access levels for different staff members.
GDPR and CCPA Compliance Follows strict privacy policies and data handling procedures in alignment with modern data protection regulations.
Fraud Protection Features secure client portals and password-protected PDF exports to ensure data remains confidential.
IRS Security Standards Built to comply with IRS security requirements for practitioners handling sensitive taxpayer information.
Data Backup Offers automated data backup through synchronization with Dropbox, OneDrive, and Google Drive.

Analytics & Reporting

Customizable Reports Includes white-label reporting for case diagnostics and resolution evaluations with custom firm branding.
Tax Planning & Forecasting Provides Resolution Evaluation to forecast the outcome of different IRS settlement options.
Cryptocurrency Reporting Calculation of taxes on cryptocurrency transactions.

Brand Name	PitBullTax Software
Information	Software made for tax professionals looking to increase revenue, expand their practice, and streamline case load. Featuring all IRS forms that are automatically populated via a client questionnaire.
Founded Year	2010
Director/Founders	Irina N. Bobrova, Jose L. Alfaro
Company Size	1-100 Employees